---
title: "Mergeable Sub-Tables"
slug: "mergeable-sub-tables-2"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/mergeable-sub-tables-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mergeable Sub-Tables

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Mergeable Sub-Tables**

*Document Templates Management › Sub-Tables › Mergeable Sub-Tables*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A **mergeable sub-table** (subtable) is a list of child records — line items, amendments, contacts — that repeats in a merged document. Subtables are managed on the **Subtables setup** step (step 2) of a document template's editor. Paste the subtable's **placeholder** where the table should appear in the template document; the **fields** you add to the subtable become the table's columns, in the order they are listed, with an optional total at the foot.

# 2. Key Elements

- **Subtables setup** (step 2 of the template editor) lists the template's subtables. If none exist, it shows “No subtables on this template.”
- **Add subtable** opens the **Add a subtable** panel, where you choose the child list to repeat, name the subtable, and see its generated placeholder (for example, `{--tbl--Amendments--tbl--}`).
- The subtables grid shows each subtable's **Placeholder**, what it **Repeats** (the child table), **Fields** (column count), **Rows included**, and **Shown when**.
- Row actions: **Fields** (opens the field/layout manager — the equivalent of the legacy “Manage Layout” step), **Rename this subtable** (pencil), **Choose which rows are included** (filter), **Choose when the subtable is shown** (eye), and **Delete this subtable and its fields** (trash).

# 3. Navigating to Document Templates

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. In the **Search administration…** box, type **Document Templates** (or find it under **Templates & Presentation**).
3. Click the **Document Templates** card.

![Administration search with Document Templates card](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-admin-document-templates(1).png)

1. On the **Document Templates** page, locate the template (use the **Search** box if needed) and click **Open** on its row. To start a new template instead, click **+ Add template**.

![Document Templates list with Open and Add template](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-document-templates-list(3).png)

# 4. Opening the Subtables Setup Step

1. With the template open, click step **2 – Subtables setup** in the step bar at the top of the editor.
2. Review the subtables grid. Each row shows the subtable's placeholder, the child table it repeats, its field count, which rows are included, and when it is shown.

![Subtables setup step with subtable grid and row actions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-subtables-setup-step.png)

# 5. Adding a Subtable

1. Open the template's **Subtables setup** step (see Section 4).
2. Click **Add subtable**.
3. In the **Add a subtable** panel, select the list to repeat (the child table) from the dropdown.
4. Enter or adjust the subtable's name in the text box. The **Placeholder** updates to match (for example, `{--tbl--Amendments--tbl--}`).
5. Click **Add**.

![Add a subtable panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-add-a-subtable.png)

**Note:** Copy the placeholder and paste it into the template document where the table should appear. The table is merged at that location when a document is generated.

# 6. Managing Subtable Fields (Layout)

## 6a. Adding and Removing Columns

1. On the subtable's row, click **Fields**. The **Fields of “<subtable name>”** panel opens below the grid.
2. Use **Search fields…** to find a field, then click a field card in the available list to add it as a column.
3. Columns appear in the grid below with their **Heading**, **Table**, **Field**, and **Auto total**. Columns are output in the order listed.
4. To remove a column, click the trash icon on its row.

![Fields manager for a subtable](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-subtable-fields-manager.png)

## 6b. Editing a Column's Settings

1. Click **Manage** on the column's row. The **Field settings** panel opens.
2. Edit the **Heading** (the column title shown in the merged table). The **Value** shows the source table and field.
3. Check **Add a total for this field at the foot of the table** to total the column.
4. Click **Save**.

![Field settings panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-field-settings.png)

# 7. Configuring an Existing Subtable

## 7a. Renaming a Subtable

1. On the subtable's row, click the **Rename this subtable** (pencil) icon.
2. Edit the **Display name**. The **Placeholder** is shown for reference.
3. Click **Save**.

![Rename subtable panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/09-rename-subtable.png)

**Note:** If the placeholder changes, update it in the template document so the table still merges.

## 7b. Choosing Which Rows Are Included

1. Click the **Choose which rows are included** (filter) icon. With no conditions, every row of the list is included.
2. Choose whether rows must **Match ALL** or **ANY** of the conditions.
3. Click **+ Condition**, then select a field, an operator (for example, *contains*), and a value. Click **+ Group** to nest a group of conditions.
4. Review the resulting **Condition** and click **Save**.

![Which rows are included panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-rows-included.png)

## 7c. Choosing When the Subtable Is Shown

1. Click the **Choose when the subtable is shown** (eye) icon. With no conditions, the table appears on every record.
2. Set **Match ALL** or **ANY**, then add conditions with **+ Condition** or **+ Group**.
3. Click **Save**. The table then appears only on records that match.

![When the subtable is shown panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/08-shown-when.png)

## 7d. Deleting a Subtable

1. Click the **Delete this subtable and its fields** (trash) icon on the subtable's row and confirm.
2. Remove the subtable's placeholder from the template document.

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open Document Templates | Administration → Document Templates. |
| Open a template's subtables | Open the template → step 2, Subtables setup. |
| Add a subtable | Subtables setup → Add subtable → choose the list to repeat, name it → Add. |
| Place the table in the document | Copy the subtable's placeholder and paste it into the template document. |
| Add or remove columns | Fields on the subtable's row → click a field card to add; trash icon to remove. |
| Change a column heading or add a total | Fields → Manage on the column → edit Heading / check Total → Save. |
| Rename a subtable | Pencil icon on the subtable's row → Display name → Save. |
| Filter which rows are included | Filter icon → + Condition / + Group → Save. |
| Show the subtable only on some records | Eye icon → + Condition / + Group → Save. |
| Delete a subtable | Trash icon on the subtable's row. |