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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Document Templates on ...
Microsoft Dynamics CRM (Archived)

Document Templates on Custom Entity with multiple related (lookup/referential) Contacts

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Posted on by cymorg 175

I have a custom entity (Entity A) with 3 related Contacts (X, Y & Z).  The Contacts are all defined as Lookup fields.

A Document Template containing details from Entity A and Contact X works fine.

A Document Template containing details from Entity A and Contact Y fails to load details from Contact Y.  No error is thrown.

A Document Template containing details from Entity A and Contact Z fails to load details from Contact Z.  No error is thrown.

Is it possible to use Document Templates reliably in this scenario?  How?

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  • Verified answer
    cymorg Profile Picture
    cymorg 175 on at
    RE: Document Templates on Custom Entity with multiple related (lookup/referential) Contacts

    I found the solution to this - actually I found the problem and fixed it.  It turns out I had a field called FieldX and I also had a relationship called FieldX.  For most things in Dynamics it isn't a problem as the system uses GUIDs to refer to these objects however when you export these to a Document Template it does matter.  My solution was to remove FieldX and recreate it making sure the corresponding relationship had a unique name.  Thanks to everyone for their help on this, it's much appreciated.

  • cymorg Profile Picture
    cymorg 175 on at
    RE: Document Templates on Custom Entity with multiple related (lookup/referential) Contacts

    Syed.  Thanks for the suggestion but I think not.  My custom entity A is loosely coupled to X, Y & Z.  I'm not trying to get from A to X to Y (as I think you suggest), rather I'm trying to get properties of X from A, properties of Y from A and properties of Z from A.  The fact that it partially works suggests it should totally work, but it doesn't.  I showed this problem to a Microsoft support technician and he was flummoxed - he's referred this case to bigger guns.  We'll see what happens.

  • Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Document Templates on Custom Entity with multiple related (lookup/referential) Contacts

    Hi cymorg,

    You can retrive the values of the direct related entity. for e.g: From account you can retrieve information about contact information. You cant retrieve any child contacts details of the contacts if any.

    to conclude : you can get A-> B not A->B->C

  • cymorg Profile Picture
    cymorg 175 on at
    RE: Document Templates on Custom Entity with multiple related (lookup/referential) Contacts

    I'm not using the repeating content control as there is 1 instance each of X, Y & Z per Entity A.  Therefore there should be no need to repeat anything as, in effect, there is only 1 of everything so repetition should have no effect.  Nevertheless I'll try using a repeating content control and see what happens.

    To make this less generic (more real-world) my Entity A is a "Residential Tenancy".  X is the Landlord, Y & Z are the tenants.  The Landlord and first tenant (Y) are required.  The 2nd tenant (Z) is optional.

  • Community Member Profile Picture
    Community Member on at
    RE: Document Templates on Custom Entity with multiple related (lookup/referential) Contacts

    Cymorg, are you using the "repeating" content control, or are X,Y, and Z all mapped to different fields?  When I attempt to show multiple contacts related to an opportunity, I right click on the "opportunity_customer_contacts" in the Word XML Mapping pane and select "Insert Content Control" then select "Repeating:". On the body of the document it then reads"Enter any content that you want to repeat, including other content controls. You can also insert this control around table rows in order to repeat parts of a table."   I hope this helps.

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