Adding the Timeline to a Word Template

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Posted on by JMAtoms

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Hi, I'm currently trying to make custom word templates to be able to export case details in a readable way. One thing I'd like to add is the timeline. Portal Comments, emails, notes, etc... This would show the history of the case as it was worked. However... I don't see a way to aggregate all these fields into a word document, especially not in any sort of chronological order.

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Leah Ju Microsoft Employee on at

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Hi partner,

Currently, we can't add timeline control in the word template directly.

In fact, all records in the timeline are child records from different entities (email, notes ......) , so you can add these records to the word template individually by different entities.

--Selecting all child entities you need:

--When setting child records in the word template, set the content control field to repeat.

https://learn.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365#set-content-control-fields-to-repeat

For the order of records in word template:

https://learn.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365#lists-in-created-documents-are-not-in-the-same-order-as-records

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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