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Customer experience | Sales, Customer Insights,...
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Generate Single Word Document for Multiple Selected Records from Sub-Grid

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Posted on by 15

Hi All

Hope you are doing Great.

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.

Many Thanks

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    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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