Word Template XML

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Posted on by dcarpenter

I am creating a word tempate for users who require an account summary to be printed and mailed. Whilst most of the entities I am able to pull through I am struggling with pulling information from a custom entity that is recorded by year value. Example

PaymentValue is the field but the XML refers to the very first custom form entry from 2008 - I have looked at the form entry field and noted the label example: PaymentValue_Name2018 This still does not populate correctly.

All fields that i require from this custom form entry, specifically the most recent are only pulling data from the first instance.

Any ideas on how to rectify this?

Damien

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dcarpenter 32 on at

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RE: Word Template XML

I am trying to populate a table by using information that relate to each of these custom entities. But I am only able to bring in PaymentValue which then populates with 2019 - not the most recent 2022.
Leah Ju Microsoft Employee on at

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RE: Word Template XML

Hi Partner,

Could you provide screeenshots about the issue?

All fields of the custom entity can't be pulled? What does the first instance mean?