Adding multiple items from a related entity to a Word template

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Posted on by Mattnoble07

Hi,

I am in the process of creating some templates and I haven't touched them in a while as I have been in the canvas app space so I am having a massive mental blank.

My template has an entity called an agreement with a 1:N relationship with line items that are associated to this. My query is within my word template I need to add ALL associated line items to this document template and I am having problems wrapping my head around how I am going to achieve this.

Assuming it would have to be a flow as I would need to get and populate the template based on those associated line items. If it is the Flow path how do I ensure I set this up correctly to populate this template?

Thanks!

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LuHao 40,862 on at

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RE: Adding multiple items from a related entity to a Word template

Hi Mattnoble07,

1. Unfortunately, the OOTB word template does not have this feature., you have to write controls or download plug-ins.

Please refer to community.dynamics.com/.../word-document-templates-that-use-fetchxml-for-complex-data-retrieval

community.dynamics.com/.../related-entities-in-word-templates

2. To achieve it, wo could use report or SSRS.

Please refer to these articles.

https://crmbook.powerobjects.com/basics/analytics/microsoft-dynamics-crm-report-wizard/

https://community.dynamics.com/365/b/readyxrm/posts/how-to-create-your-first-dynamics-365-ssrs-report

You could save it as word.

Finally, don’t forget to click Yes under “Did this answer your question?” to close this thread.

Thanks.
Mattnoble07 25 on at

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RE: Adding multiple items from a related entity to a Word template

Hi,

Thanks for this.

I wasn't aware of the repeating template feature so that is really useful. My issue is that I only want to populate Line Items that are confirmed. The repeating function would populate ALL line items associated with my agreement not just those with a specific status which is kind if where I am stuck.

What would the suggestion be to get this specific criteria to repeat within the template?

Your assistance is really appreciated.

Thanks,
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LuHao 40,862 on at

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RE: Adding multiple items from a related entity to a Word template

Hi Mattnoble07,

First please read this document on Word template: docs.microsoft.com/.../using-word-templates-dynamics-365

I take the Opportunity entity and Opportunity Line entity as an example. The relationship between them is 1: N, similar to your agreement entity.

In an Opportunity, I have 4 Opportunity Lines. Click Word Template > Download Template.

In the Download file to create a template dialog, select 1:N Relationship to Opportunity Line.

In the Word, click Developer tab > XML Mapping Pane.

Select the XML schema. It will begin with "urn:microsoft-crm/document-template/". Then find associated line items entity, expand the secondary list, and the fields in it are the associated line items field.

We first insert a table to represent the framework of associated line items. Then in the XML pane, right-click the entity field, and then click Insert Content Control > Plain Text. The data of this field will be added to the table.

After performing all such actions on all fields in the table, select the entire table row in the template. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating.

Save this word and upload it to D365.

Finally download this template, we can see the effect.