Repeating Sections

Use repeating sections when one generated document must include a table or list of related rows. A common example is an invoice document with invoice header fields and multiple line items.

TemplioniX supports two repeating section modes:

Mode	Use when
Same range	Header data and repeating rows are already in one selected Excel range.
Custom range	Repeating rows are stored in another range, often on another sheet.

Same range

Choose Same range when every row in the selected Excel range represents a repeating item, and several rows should be grouped into one generated document.

In this mode:

1. Select the main Excel range.
2. Map the regular template fields.
3. In the repeating section, keep Same range selected.
4. Choose a Group by column, for example invoice number.
5. Map repeating fields such as description, quantity, unit price, and total per unit.

The Group by column tells TemplioniX which rows belong to the same generated document. For example, all rows with the same invoice number become one invoice with multiple line items.

Custom range from another sheet

Choose Custom range when the main document data and repeating rows are stored separately. For example:

Sheet	Contains
Orders	invoice number, invoice date, client name, total
Line_Items	invoice number, description, quantity, unit price, total per unit

In this mode:

1. Select the main range in Excel, for example Orders!A1:I2.
2. Open the template mapping screen.
3. In the repeating section, choose Custom range.
4. Select the repeating range in Excel, for example 'Line_Items'!A1:E6.
5. Click Select range in the add-in.
6. Configure Join columns.

The join connects the main row with matching repeating rows. In the example above:

Main column	Section column
invoice number	invoice number

TemplioniX uses this join to find all line items for each invoice.

After the join is configured, map the repeating fields from the custom range, such as description, quantity, unit price, and total per unit.

Optional filters

Use Add filter when only some repeating rows should be included. Filters can limit rows by column value, text match, empty values, or numeric comparisons.

Filters in Repeating Sections

Filters let you control which Excel rows are included inside a repeating section. This is useful when the selected range contains more rows than should appear in the generated document.

For example, an invoice template may have a repeating section for line items, but you may want to include only rows where:

• quantity is greater than 0
• unit price is greater than 0
• description contains a specific word
• total per unit is not empty

Add a Filter

1. Open the template mapping screen.
2. Find the repeating section, for example Table Record.
3. Click + Add filter.
4. Select the Excel column that should be checked.
5. Choose the comparison type.
6. Enter a value if the comparison requires one.

The filter is applied only to rows inside that repeating section.

Comparison Types

You can use different comparison types depending on the column data.

Comparison	Use when
=	The value must match exactly.
!=	The value must be different.
contains	The cell must contain the entered text.
starts with	The value must begin with the entered text.
ends with	The value must end with the entered text.
>	The numeric value must be greater than the entered value.
<	The numeric value must be less than the entered value.
>=	The numeric value must be greater than or equal to the entered value.
<=	The numeric value must be less than or equal to the entered value.
is empty	The cell must be empty.
is not empty	The cell must contain any value.

Example

Suppose your Excel range contains invoice rows:

invoice number	description	quantity	unit price
INV-1001	Consulting	2	600
INV-1001	Draft line	0	0
INV-1001	Support	1	250

For the Table Record repeating section, you can add this filter:

Field	Comparison	Value
quantity	>	0

Only rows with quantity > 0 will be inserted into the repeating section.

You can also add a text filter:

Field	Comparison	Value
description	contains	Support

This includes only rows where the description contains the selected text.

Using Filters with Same Range

When the repeating section uses Same range, filters are applied to the same Excel range that is used for the main document data.

In this mode:

• Group by defines which rows belong to the same generated document.
• Filters define which rows are included inside the repeating section.
• Only matching rows are added to the repeated content.

For example, if Group by is set to invoice number, TemplioniX first groups rows by invoice number, then applies the repeating section filters inside each invoice group.

Using Filters with Custom Range

When the repeating section uses Custom range, filters are applied to the custom range selected for that section.

This is useful when main document data and repeating section data are stored in different sheets.

For example:

• Main range: Orders!A1:I2
• Repeating section range: 'Line_Items'!A1:E6
• Join by: invoice number
• Filter: quantity > 0

TemplioniX joins rows by invoice number, then includes only item rows that match the filter.

Notes

Filters are combined together. If you add multiple filters, a row must match all of them to be included in the repeating section.

For example:

Field	Comparison	Value
quantity	>	0
unit price	>	0

Only rows where quantity and unit price are greater than 0 will be included.