Option A: without a custom script
Follow CamelCase and underscore notation in template
Without a custom script, your template (e.g., a DOCX file) must follow the proper notation for field names.
Field names need to be written with CamelCase or using underscore _. If you write a field name with any other characters, including white spaces, data for that field is not rendered.
Examples:
✅ LastName
✅ last_name
✅ Last_Name
✅ last_Name
❌ Last Name
❌ last-name
Set recursion level
By default, the recursion level is set to a minimum of 3. The recursion works as follows:
root record =
1subtable in root =
2another table within the subtable =
3
etc.
Either leave the recursion level set to its default or consider increasing the number of recursions, based on your needs.
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