Nested Line Items

Q: What is the difference between loop and nested variables?

Use {{loop_0}} for simple line items from one linked table. Use {{nested_x}} and {{nested_items_x}} when you need two levels of hierarchy.

Display hierarchical data in your documents - items within items. Perfect for complex structures like orders with products, projects with phases, or participants with grants.

Overview

Standard line items work at a single level. But what if you need to show:

Customers → each with multiple Orders → each with multiple Products
Projects → each with multiple Phases → each with multiple Tasks
Participants → each with multiple Grants → each with multiple Vestings

Nested line items solve this by allowing two levels of hierarchy in your document.

When to Use Nested Line Items

Use Case	Primary Level	Secondary Level
E-commerce	Orders	Products in each order
Project Management	Phases	Milestones in each phase
HR/Equity	Grants	Vesting schedules
Education	Courses	Lessons in each course
Real Estate	Properties	Units in each property

If your data has a parent-child-grandchild relationship, nested line items are what you need.

Google Docs Template Setup

Step 1: Create a Two-Row Table

Create a table with:

Row 1: Primary level (parent items)
Row 2: Secondary level (child items)

Step 2: Add Nested Variables

Row	First Cell Variable	Other Cells
Row 1 (Primary)	`{{nested_0}}`	Fields from primary table
Row 2 (Secondary)	`{{nested_items_0}}`	Fields from secondary table

Example: Orders with Products

| Order # | Customer | Order Date |
|---------|----------|------------|
| {{nested_0}} {{Order Number}} | {{Customer Name}} | {{Order Date}} |
| {{nested_items_0}} {{Product Name}} | {{Quantity}} | {{Price}} |

Key Points

{{nested_0}} goes in the first cell of the primary row
{{nested_items_0}} goes in the first cell of the secondary row
Use {{nested_1}} and {{nested_items_1}} for additional nested groups

TypeFlow Configuration

Step 1: Refresh Template

After adding nested variables to your Google Doc, refresh your template in TypeFlow. A new Nested Items section will appear.

Step 2: Configure Primary Level

Select the linked record field for your primary items (e.g., "Orders")
Map the fields from that table to your template variables

Step 3: Configure Secondary Level

Select the linked record field within your primary table that connects to secondary items (e.g., "Products" within Orders)
Map the fields from that table

Step 4: Generate

Test your document - TypeFlow will automatically create the nested structure with all your data.

FAQ

What are nested line items?

Nested line items allow you to display hierarchical data - items within items. For example, a customer with multiple orders, where each order has multiple products.

How many levels of nesting can I have?

TypeFlow supports two levels of nesting: a primary level (e.g., Orders) and a secondary level (e.g., Products within each Order).

What's the difference between loop and nested variables?

Use {{loop_0}} for simple line items from one linked table. Use {{nested_x}} and {{nested_items_x}} when you need two levels of hierarchy.

Can I combine regular line items with nested line items?

Yes. You can have both {{loop_0}} tables and {{nested_0}} tables in the same document.

Line Items - Basic single-level line items
Sorting & Grouping - Organize your line items

Need More Help?

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