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

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?

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Microsoft Dynamics CRM

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Muhammad Shahzad Sh... 2,336 Most Valuable Professional on at

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

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.

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Barncliff-VA 43 on at

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

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!

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Barncliff-VA 43 on at

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

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.

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Barncliff-VA 43 on at

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

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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