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Customer experience | Sales, Customer Insights,...
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XML mapping and formulas

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Posted on by 15

Hello,

I am using XML mapping to create quotations from Dynamics.

What I want to do is, when I populate a table in the Word document, to make a math between different cells and show the result when the PDF of the quotation is printed.

I tried using bookmarks to the xml data and add a formula in Word like the example below, where quantity below "Prova" is a bookmark for Quantity:

pastedimage1660812154446v1.png

It doesn't work, it seems the content of the cell E2 is always zero.

Do you have any suggestion?

Many thanks in advance.

I have the same question (0)
  • Suggested answer
    Yuri ji Profile Picture
    on at

    Hi Luca,

    Unfortunately, after my testing, I also can't implement it.

    I recommend that you can try to create a calculate column directly in the entity and add this field to the word template.

    The steps I tested are listed below:

    1. Create a calculate column.

    pastedimage1660902998714v1.png

    2. Define rules.

    pastedimage1660903008787v2.png

    3. Add this column to word template.

    pastedimage1660903029167v3.png

    4. Export to PDF.

    pastedimage1660903039576v4.png

  • Luca.l182u Profile Picture
    15 on at

    Many thanks for the answer!

    I will test and let you know what I get.

    Regards,

    Luca

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