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Customer experience | Sales, Customer Insights,...
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Repeating Content Table within Dynamics 365 Word Template

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Posted on by 25

Hi,

I'm trying to create a number of letter templates for my organisation that pull data from Dynamics 365.

I've created the templates for the most part successfully, except for one issue in that I cannot create a repeating content table that pulls a list of data, rather than just repeating the most recent value.

An example would be I want a list of all the tasks listed on a contact record, I have created a table with two columns to include the Task Subject, and the Task Date, clicked repeating section content control and added the XML mapping for the two fields - I know the XML is correct as it is pulling the first record successfully, but each row in the table after this record is a repeat, rather than the following task.

Any help or advice would be appreciated, or if this is at all possible via a word template. 

I've looked at the following articles, and unless I'm missing something, I've found no luck

How to: Populate a Word Template with repeating content control (bythedevs.com)

Content controls in Word | Microsoft Docs

Thanks

Steve

I have the same question (0)
  • Stephen Roberts Profile Picture
    25 on at
    RE: Repeating Content Table within Dynamics 365 Word Template

    Thanks for this, needed to insert the table within the repeating content section and add the xml content within there. Thanks for your help

    Steve

  • Verified answer
    Kokulan Profile Picture
    18,054 on at
    RE: Repeating Content Table within Dynamics 365 Word Template

    Hi

    Make sure you select the Repeating on the right relationship, for Tasks, its the Contacts_Tasks and then make sure you add the attributes inside the repeating content block as shown.  

    pastedimage1610705762153v1.png

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