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Hi,
I have created a Word Template on Quote Entity; I have added relationship of Account, Contact and Opportunity.
I need to show Job Title on the Word Template; however when I add Job title from Contact, it shows blank.
Is there a way to get job Title of the Opportunity Contact on the Quote Word Template.
Hi Risina,
It seems to me like you are trying to get data in your word template that is a few levels deep. Basically Quote -> Opportunity -> Contact. The contact in this case would be beyond the level of what's available out of the box for you.
I have done similar scenarios with Flow, which you can see here:
www.ariclevin.com/.../generate-document-templates-in-cds-using-flow
There are other ways to generate that as well.
Elaiza Benitez, a fellow MVP has some videos on generating document templates using Flow in her youtube channel. Check the videos here:
www.youtube.com/.../UCeIIWnODcCXaN-ERLzeOScA
Hope this helps.
Hi Rissinna,
Thank you for your question and for using the community forums
You will found a similar discusion on an older post: www.crmsoftwareblog.com/.../
The following article migth help you set up your template to get the data from the Contact on the Quote word template:
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