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Document template ,how to decide if there are 1: N relation. which record it should take to generate the document?

If there is a 1:N relation between account and contact , while generating doc for account with template how we can set the contact dynamically .

I have a grid of contacts in accounts , I may select more than 1 contacts to generate the documents for the same in one button click.

Hi Bhabani,

As per my Understanding you are generating the word document for account which contains multiple contact in it(as in grid). Now you want when you generate doc for account , all the contact inside that account will display on Report(doc).

So , when you create new template Go to Settings -> Go to Template -> Document Template -> Click on New Button A popup display then select "word template"

Click on New Button A popup display then select "word template"

then Click on "Select Entity" button then another popup open that display all the relationship exist with Account Entity

For your Case select Contact Entity in 1:N relationship. then Download template After Open the document you can see the Developer tab in Ribbon of Microsoft Word. If not Go through below link

https://wordaddins.com/support/how-to-show-the-developer-tab/

then click on XML Mapping Pane then the select your on Custom Xml part through dropdown. and add fields as per your needs.

If you want repeater that multiple contact is display please refer that Video IT will explain everything in Brief.

https://www.youtube.com/watch?v=Jwo0G7lcaXw

Please make as verified if that answer is helpful .

Thanks

Ajyendra

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