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Customer experience | Sales, Customer Insights,...
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Repeat content and Sort

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Posted on by 26

Hi All.

I use Word Template on a table with a Number column ordered by this column, but Word Template does not sort but prints rows of data in random order.

How to sort repeat content in a table of Word Template?

  • bernhardr Profile Picture
    bernhardr 2 on at
    Repeat content and Sort
    :@Mohamed GRAIB: how in any way is your answer related to the problem?
    The issue here is to sort the tables in the word template by a custom column and not by created at which is the standard in dynamics 365 sales.
     
    Does anyone have a solution to this?
     
    best regards,
    Bernhard
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Repeat content and Sort

    Hi Partner,

    Records are listed in the order of the time and date they were created.

    https://learn.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365#lists-in-created-documents-are-not-in-the-same-order-as-records 

    When you insert repeat content in word template, you are using records in the grid from related table, they can sort by any columns in Dynamics, but it can only be sorted by created time, which is by-design.

    Maybe you can reorder it through using power automate to generate word template:

    https://www.itaintboring.com/dynamics-crm/using-power-automate-word-templates-with-model-driven-apps/ 

    Or you can create a new idea through the below URL, then ask your colleagues to raise up the votes.

    Ideas (dynamics.com)

    Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,494 Super User 2024 Season 2 on at
    RE: Repeat content and Sort

    Hi Truong,

    Please follow this link, it explains in detail your demand.

    www.toplineresults.com/.../

    Please mark the answer as verified if that's helpful for you

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