Insert filtered subitem tables into your document

Say you have an item that represents a sales order with subitems that represent the line items on the order. Say that some line items are products and some are services:

In the example above, we have four line items in the subitems. Two are products (USB Hub and Bluetooth Headphone) and two are services (Installation and Delivery.)

You would like to insert two tables into your document, one for products and another one for services. You can filter the subitems so that the table inserted into the document will only include subitems that meet specific criteria.

1. In the DocuGen item view, go to Settings > Subitems
2. Click on the edit button for the relevant table, or create a new table
3. Click on the Filter button:
   
4. Specify the filter conditions and click the back button :