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Word template in office integration

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Posted on by PawanD

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Hi Forum,

Have read some blogs and some forums discussions but those are related D365 FO. Tried to follow the same in D365 Talent. Need your suggestions here.

I need a generate some document (Ex: Employee contract letter) based on selected employee record. These are the steps I followed:

Go to Sys Admin > office integration > Excel workbook designer
Create a blank document
Open the downloaded file > Design templates with respective entities and fields > Save it
Go to Sys Admin > office integration > Document templates
Create a new record > upload the above template > Save it
In above step, ensure that the option "Apply current record filter" is enabled
Go to employees form > Select the employee record > Click on office icon > Select the word template saved in step 5
System throws error: The filter for the export could not be determined.
In the step 5, I disabled the option "Apply current record filter" >> Performed step 7
System is generating the word template but it has records of all employees.

I want to generate this based on the employee selected but not for all. Plz lemme know if I missed anything. Also, can I design based on multiple entities.

Cheers

Pawan

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HangNguyen 105 on at

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RE: Word template in office integration

Thank you, Aman.

I tried to use HCMWorkerEntity as you suggested then could generate the document.
ozgurpkcy 5 on at

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RE: Word template in office integration

Hi Pavan,

Did you solve this issue?
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Aman Jagushte 5 on at

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RE: Word template in office integration

Hi Pawan,

You can use HCMWorkerEntity instead. It has only one key (Personal Number) and it holds almost same fields as the one you are using.

Possible issues:

Worker table is NOT "Save per data company".

HCMEmployeeEntity has four keys.

This error comes when code is not able to get root field name from field list.

Regards,

Aman
Juanse 660 on at

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RE: Word template in office integration

Hello,

I could be wrong but what you are trying to do is not possible using OOB from D365 HR. I have seen it done using Power Automate. see this blog post empowerdynamics365axusers.com/.../
mNael 5 on at

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RE: Word template in office integration

PAWAN, have you solved this issue?