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Table grouping or sub-grouping with related list line items

Use Case for Grouping in a Table: Create table grouping with related list item so that the related list tables are grouped by product category.

You can merge the related list and sort by the product category.  You could also use the filter option if you wanted to merge a related list for each product category. Details on the filter and sorting feature are reviewed in our Template Configuration article.

Use Case for Sub-Grouping in a Table: Would like to “Sub-grouping Totals” and not just sort them per the sort feature in template builder.

Opero Documents just merges fields that exist. So you will need to create the sub groupings functions within Salesforce so you can merge those groups and totals. For example, you would add a field like Group Id, Group Number, or Product.Category toopplineitem object. Then you would need to create roll up fields on the opportunity to calculate the sub totals of the opplineitem records for specific groups. Then with Opero documents you would use the filter feature to merge the opplineitem related list for only items that equal that group and merge the sub total field on the opportunity. Note that Salesforce Revenue cloud includes a grouping feature that can be used for this purpose.