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Dynamics 365 general forum

Auto generate Word Template document by workflow Action - can't set the target to my custom entity

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Posted on by Community Member Microsoft Employee

I'm familiar with how you can use a Workflow Action to auto-generate a Word Template document that references one of the out-of-the-box Word Templates and attach it to the record that the workflow has run against (example below)...

Set-Word-Template.png

Set-as-Campaign.png

...but I can't set the Target to the record I'm running the workflow against when I run it against a custom entity and reference a system template I've created myself (notice the absence of a 'Funding Contract' option in the list of values below):

Can_2700_t-set-as-custom-entity.png

Any idea why this is? If I set the target to, say, the 'Customer' in the example above, it simply attaches the template with my XML placeholders rather than a populated document, so that's no good to me.

Categories:
Customization / Solutions / SDK and API
  • bill_cable Profile Picture
    bill_cable 20 on at
    RE: Auto generate Word Template document by workflow Action - can't set the target to my custom entity

    Glad it worked!

  • sjwright1010 Profile Picture
    sjwright1010 5 on at
    RE: Auto generate Word Template document by workflow Action - can't set the target to my custom entity

    I had the same problem and yes, this one helped solve the problem, I checked "Business Process Flow" checkbox on my custom entity, and now it shows under the target list. Thanks a lot!

  • Suggested answer
    bill_cable Profile Picture
    bill_cable 20 on at
    RE: Auto generate Word Template document by workflow Action - can't set the target to my custom entity

    Hi Michael,

    Make sure your custom entity "Funding Contract" has "Business Process Flows" enabled.

    Go to your customize system or your solution.

    Select the "Funding Contract" entity.

    Check the appropriate box.

    It should work now.

  • bill_cable Profile Picture
    bill_cable 20 on at
    RE: Auto generate Word Template document by workflow Action - can't set the target to my custom entity

    Hi Michael -

    I'm having the EXACT same problem. Did you ever find an answer to your issue?

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto generate Word Template document by workflow Action - can't set the target to my custom entity

    Sorry Tom, I'm not following. What could / would I change in my most recent screen shot, as I surely have to select the 'SetWordTemplate' Action as above and don't have any options other than 'None (Global)' in the Entity drop-down?

    For clarity, the template I'm using within the Action specifically relates to my custom entity, as does my workflow.

  • ThomasN Profile Picture
    ThomasN 3,190 on at
    RE: Auto generate Word Template document by workflow Action - can't set the target to my custom entity

    Sorry for not being clear. The change would need to be at the "SetWordTemplate" action. That would need to target the same entity.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto generate Word Template document by workflow Action - can't set the target to my custom entity

    Hi Tom.

    Unfortunately the 'Global' option is the only one I'm presented with (see below), so no can do.

    Global-entity-only.png

  • Suggested answer
    ThomasN Profile Picture
    ThomasN 3,190 on at
    RE: Auto generate Word Template document by workflow Action - can't set the target to my custom entity

    Hi Michael, thanks for reaching out.

    Can you try creating the template for the specific entity you are looking for, rather than as a Global template?

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