Hello! I have the attached table working, however, it displays all quote lines under each group (screenshot “output”) instead of displaying only the quote lines that are displaying under each group (screenshot “expectedoutput”). Please help! OutputExpected Output <# <Group Select ="/SBQQ__Quote__c//SBQQ__LineItemGroups__r" By="./Name"/> #><# <Content Select="./GroupName" /> #> Name Description Pricing <# <TableRow Select=".//SBQQ__LineItems__r" /> #><# <Content Select="./QT_Product_Name__c"/> #> <# <RichText Select="./SBQQ__Description__c"/> #> <# <Content Select="./Net_Unit_Text__c"/> #> <# <EndGroup/> #>

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Doc Gen Word Template Table filter using xpath

Forum|Forum|1 year ago
May 14, 2025
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Hello! I have the attached table working, however, it displays all quote lines under each group (screenshot “output”) instead of displaying only the quote lines that are displaying under each group (screenshot “expectedoutput”). Please help!

<# <Group Select ="/SBQQ__Quote__c//SBQQ__LineItemGroups__r" By="./Name"/> #>

<# <Content Select="./GroupName" /> #>

Name	Description	Pricing
<# <TableRow Select=".//SBQQ__LineItems__r" /> #><# <Content Select="./QT_Product_Name__c"/> #>	<# <RichText Select="./SBQQ__Description__c"/> #>	<# <Content Select="./Net_Unit_Text__c"/> #>

<# <EndGroup/> #>

Best answer by Melanie.Panguito

Hey @astocker,

I am sorry for the late response. This custom Gen syntax is out of our scope and needs hand-holding implementation guidance. I recommend coordinating with your Docusign Account Executive if your account has one to set up a meeting with an Engagement Manager to scope a Professional Services engagement for the CPQ and custom Gen syntax implementation. I sincerely apologize. Let us know if we can help with anything else. Wishing you a smooth rest of your day!

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

M

Melanie.Panguito

Docusign Employee

Hello @astocker,

Thank you for reaching out, and a warm welcome to the Docusign Community! We are absolutely delighted to have you here and can't wait to share our knowledge with you.

The only difference we see from our guide to what you provided is within the table: In the table, you listed this - <#<TableRow Select=".//SBQQ_Lineltems #>

Based on our guide, it should be - <# <TableRow Select="./GroupItems/Item" /> #>

The rest look fine.
Article: Use Group Tags in a Word-Based Gen Template

I hope this is helpful. If you consider the response above useful, please click “Select as Best” to mark it as the “Best Answer ✅.” This will assist other users with similar questions in finding it more easily. Let us know if you need further assistance. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

A

astocker

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@Melanie.Panguito Thanks for the response! I am going to try this out today and report back!

A

astocker

Author

Conversation Starter

Hello! I made that change, however, now the quote lines do not show up at all. Any ideas?

A

astocker

Author

Conversation Starter

Is it because we use the red one and not the green?

A

astocker

Author

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Schema from group to quote lines

A

astocker

Author

Conversation Starter

Any ideas @Melanie.Panguito? Thanks!

M

Melanie.Panguito

Answer

Docusign Employee

Hey @astocker,

I am sorry for the late response. This custom Gen syntax is out of our scope and needs hand-holding implementation guidance. I recommend coordinating with your Docusign Account Executive if your account has one to set up a meeting with an Engagement Manager to scope a Professional Services engagement for the CPQ and custom Gen syntax implementation. I sincerely apologize. Let us know if we can help with anything else. Wishing you a smooth rest of your day!

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

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