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My Problem is this that I want to generate single word template for multiple selected record.
I have a Quotes Sub-grid in Opportunity Entity and Custom Lookup of Opportunity in Quotes Entity.
Suppose I have 4 records (Quotes) and if I select 2 records (Quotes) then in single word template both selected records should display not all the records.
I have tried with OOTB action SetWordTemplate but it did not work.
Please assist me as I am stuck here for last 2 days.
Do you mean that you'd like to show the selected child records only in the exported template?
If yes, it cannot be achieved unfortunately.
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