web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Document Handling - Wo...
Microsoft Dynamics AX (Archived)

Document Handling - Word templates

(0) ShareShare
ReportReport
Posted on by Thor Hansen 1,250

Hi everyone,

I have created a Word template, and a document handling document type connected to SMASubscriptionTable

I want to present information from ProjInvoiceTable, e.g. ProjInvoiceTable.Name in the Word document, but I get the following error when I add the Data Table and Data Field to the setup:

A relation between Subscription and Project invoice table must exist, or a data value must be entered.

The relationship is SMASubscriptionTable.ProjId --> ProjTable.ProjId and ProjTable.ProjInvoiceProjId --> ProjInvoiceTable.ProjInvoiceProjId

Any idea if this is possible?

Second question, I would like to select several records in SMASubscriptionTable when I create the document.  But if I try to do that, the document is only created on the last of the selected records, and only contains this record in the word document.

Regards

Thor

*This post is locked for comments

I have the same question (0)
  • cathyhill Profile Picture
    cathyhill 45 on at

    [quote user="Thor Hansen"]Hi everyone,

    I have created a Word template, and a document handling document type connected to SMASubscriptionTable

    [/quote]

    Any update on this issue? I am recently learning to use the SMASubscriptionTable Table and I wonder where can I find some tutorial guide for this.

  • Tim Schofield Profile Picture
    Tim Schofield on at

    Hi, I share your frustration with Word Document templates. They are almost brilliant (almost!).

    From memory you can only use fields from an immediately related table, so for instance from the sales order line you can use fields from the sales order header or the item master but the template won't recognise the link sales order line > sales order header > customer. So you can't use any fields from the customer. If you start with the sales order header you can use fields from the customer, but then you can't use fields from the item.

    You can use multiple records to populate the template. You put the multi-line fields in a table, but that only works if you have a Header+Line structure like a sales order header + sales order lines. I don't think it'll work with multiple independent records.

    However there is an alternative, which is to use the Office add-in to consume a document services. Apologies, I know it exists, but I don't know enough to explain how to develop a custom document service.

  • Suggested answer
    Kumar Gaurav @ MS Profile Picture
    Kumar Gaurav @ MS on at

    are your tables related in AX, may be you can make a relationship between these two table in AOT and then try this. Document management system is not deriving automatic relationship based on Proj id in your case

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans