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/> #>

Doc Gen Word Template Table filter using xpath

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/> #>

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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

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

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

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

Schema from group to quote lines

Any ideas @Melanie.Panguito? Thanks!

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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