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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Word Templates to repo...
Customer experience | Sales, Customer Insights,...
Answered

Word Templates to report on 1:n data entities but across > 1 table row per related entity

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Posted on by Barncliff-VA 43
Is it possible to create a Dynamics Word report template which includes data attributes from a primary entity plus many occurrences of a related entity that expands across more than one row per related entity?
 
I can create a report template which shows multiple attributes from the primary entity, but it appears to be limited to 1 table row per related entity on the many side of the relationship.
 
Even formatting the report as landscape, that still restricts the available space to one row of a table.

Is there a way to split data from the many entity across multiple table rows?
Or possibly have a page/table per related entity so that the report can show lots of attributes from both the primary and related entities?  
 
 
 
 
Categories:
Microsoft Dynamics CRM
I have the same question (0)
  • Verified answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,375 Most Valuable Professional on at
    1. Nested Tables: 
    • Insert a table for the primary entity. 
    • In a cell where related entity data should appear, embed another table with multiple rows to display all attributes of the related entity. 
    • Use ‘<<ParentEntity.RelatedEntity[*].Attribute>>‘ placeholders within the nested table.

    2. Multiple Sections (Page per Related Entity): 
    • Duplicate a section for each related entity record. 
    • Use a ‘<<ForEach:ParentEntity.RelatedEntity[*]>>‘ loop to repeat the section for each occurrence. 
    • Format each section to start on a new page if needed.

     
  • Verified answer
    Barncliff-VA Profile Picture
    Barncliff-VA 43 on at
    Thanks for the prompt response :).
    Not yet got it to work, but I think the first option relates to 'nested repeaters'.
    I will keep trying, the theory sounds good! 
  • Verified answer
    Barncliff-VA Profile Picture
    Barncliff-VA 43 on at
    I've not yet managed to get this to work.
    I suspect it's the layout of the nested table that's not quite right.
    Not yet found an example to guide me, but will keep trying.
  • Verified answer
    Barncliff-VA Profile Picture
    Barncliff-VA 43 on at
    Sorry for the delay, finally found time to experiment and managed to get this to work.
     
    Thank you for the pointer :)

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