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Creating a Repeating Content Section in the Document Template Designer
In a JSON-based mapping Vlocity Web Template, you can create the repeating content section. Use a repeating content section to display any type of repeating content. For example, you can use a repeating content section to display each line item in an order separately with its own formatting, its own unique attributes, and so on. Use the rich text editor to format the repeating content.
The repeating content section is similar to the Item section already available in object-based mapping document templates, but instead of displaying repeating items as a table, you can use any type of formatting for each repeating item.
To create a repeating content section:
- In the Document Template Designer, in a JSON-based mapping document template, click Add New Section.
- Click Repeating Content.
- Enter the section Name.
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Select one or more of the following Section Properties:
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To prevent users without the appropriate access from editing the section, select Restricted.
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To start a new page when this section appears in the contract, select New Page.
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To include the section name as a heading, select Display Section Name.
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To repeat any table headers when they span multiple pages, select Repeat Table Header in Word.
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Select one or more of the following Section Numbering options:
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To use numbered headings, select Auto Number.
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To reset the numbering when this section appears in the contract, select Reset Auto Number.
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- Using the rich text editor, enter and format the section content.
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To include a variable in the text, enter it in the following
format:
%%variable%%
For example,
%%AccountName%%For more information, see Mapping Tokens in a Section.
NoteIn the Omnistudio Data Mapper Transform for repeating content tokens, you need to append the token name with the repeating section name followed by a colon, <Repeating section name>:<token name>. For example, if the name of the repeating section is Repeat and the token name is UnitPrice; then in the Document Template Output Field you should type Repeat:UnitPrice.
- In a repeating content section, you can conditionalize line items. For more information, see Conditionalizing Line Items Using Formulas.
