When generating merged documents that include legal case details, you may want to present multiple values, such as Case/Document Numbers, in a single row separated by commas (e.g., 1, 2, 3). By default, however, Salesforce stores each case/document number as an individual record. As a result, when you build your merge template using a sublist in a Single-Step Report, each number appears on its own row in the output table, which can create alignment and formatting issues.
There are two approaches to address this requirement:
Option 1: Use Multi-Step Reporting (MSR) with a calculated field
This approach enables you to roll up and combine related records into a single, comma-separated field, providing precise control over how values are displayed in the merge document.
Option 2: Use the “Combining list fields with commas in Word documents” method with Single-Step Reports (SSR)
If you are working with Single-Step Reports, you can still achieve the desired layout by using Word’s merge syntax that concatenates multiple values into a single line. Instead of displaying each record in a separate row, this method merges them into one cell, separated by commas.
For step-by-step instructions, please refer to the guide here:
Website document: https://www.apsona.com/docs/help-and-support/doc-merge-combine-list-fields/