Implement Nested Line Items
Standard line items have always had a fundamental limitation - they only work on a single level. Many of you have shared the struggle of displaying hierarchical data in your documents.
Many of you have shared similar challenges when trying to display hierarchical data, like:
A participant with multiple grants, each with multiple vestings
A customer with multiple orders, each containing multiple products
A project with multiple phases, each with their own milestones
That's why I released this nested line items feature.
Let me guide you step by step.
How to implement Nested Loop in my Google Docs template
In your Google Docs template, follow these steps:
Create a table in your document
In the first row, insert the variable {{nested_x}} and add unique field variables for your primary data.
In the second row, insert the variable {{nested_items_x}} and add unique field variables for your nested data.
How to configure Nested Loop in Typeflow
In your Typeflow configuration:
Refresh your template data (a new nested items section will appear)
Link to your primary table and map the fields
Link to your secondary table (which is related to the primary table)
Map the fields for your secondary table
Generate your document with perfectly structured nested data!
If you encounter any issues while implementing or using Typeflow, please get in touch with k@typeflow.us. We're here to help!