Show related records in a table

Last updated 26 October 2026.

For template authors: at the end, your template prints a table with a row for each related record.

Part of a generated quotation: five quote lines, each with a picture of the product, its name, part number and detail, lead time, quantity, unit price and total.
A table with a row for each quote line: the product's picture and name, its lead time, quantity, unit price and total.

Before you start

  • You have the Template Author role (Docable Configure and Docable Definition Author), and the template’s base object has the related list you want, such as a quote’s line items.

Steps

  1. Click where the table goes.

  2. Type @ and open the Lists & tables tab.

    The Insert picker's Lists & tables tab on a Work Order: Products Consumed, Products Required, Quotes, Resource Preferences, Service Appointments and Service Reports, each offered as a table, list or repeating section.
    The Lists & tables tab on a Work Order: each related list, offered as a table, list or repeating section.

  3. Choose the related list, for example the quote’s line items.

  4. In the builder, set Add as to Table · one row per record.

    The Related records builder: Name, Add as Table · one row per record, the fields ticked, Sort by, Order and At most (records).
    The Related records builder: Name, Add as Table · one row per record, the fields ticked, Sort by, Order and At most (records).

  5. Tick the fields to print as columns, set Sort by and At most (records), then choose Add. The table shows one row of chips under a green Row for each of label.

    A table in the editor labelled Row for each of Order Products, grouped, with subtotals: Item, Ordered, Delivered and Outstanding columns with a field chip or calculation in each.
    A related table in the editor: one row of chips, repeated for each record.

  6. Click a heading to retype it.

  7. Select the table. In its panel, choose Filter, sort and limit… to filter and sort the records.

    A related table's panel: Records (Skip the first, Show only the first, Filter, sort and limit…, Change list…), When there are no records, and Columns.
    A related table's panel: Records (Skip the first, Show only the first, Filter, sort and limit…, Change list…), When there are no records, and Columns.

  8. Under When there are no records, type a Message.

  9. Under Layout, keep Repeat the heading row on each page ticked.

  10. Optional: for a total, open Totals row and choose Add a totals row.

Example

The ForgeFlow quotation’s line table, from the Branded quotation quick start.

Setting Value
Related list Quote lines, the quote’s line items
At most (records) 200
If there are more Stop generation and say why
Columns Picture 10%, Item 38%, Lead time 16%, Qty 6%, Unit price 14%, Total 16%
Item cell Product name in bold, the product code, then the line’s description
Message No lines on this quotation.
Layout Rows may split across pages; heading row repeats

Check it worked

In Preview, choose the quote FF-Q-0284. The table prints five rows, one for each quote line. Choose a quote with no lines: the message prints in place of the rows.

If it doesn’t work

What you see What to do
The document stops because a record has more related rows than the list allows. Raise At most (records) in Filter, sort and limit…. A document reads up to 10,000 related records across all its lists, and a list shows up to 2,000 rows for each parent.
You cannot put a table inside a table cell. Use a repeating section with a table inside it instead.
A filter on a formula field still counts every record towards the 10,000. Filter on a plain stored field compared with a fixed value, and give each filtered table its own related list.

Next

Something unclear or wrong? Tell support. Product page: The editor.