Word template using multiple records from subgrid

(0) Share

Report

Posted on by Chickyd

187

I have a subgrid of a custom entity within my Project entity.

I'd like the functionality to run a Word document which effectively runs as a mail merge on each item in the sub grid (related records in my custom entity). So when I run the word doc and I have 20 records then I get 20 pages back etc.

Am I missing the easy way to do this?

Thanks in advance.

I have the same question (0)

All responses (5)

Answers (1)

LuHao 40,892 on at

Like (0)

Report

Hi partner,

Could you elaborate on your needs?

Was this reply helpful? Yes No
Verified answer

ashish12 3,079 on at

Like (1)

Report

I would suggest to create a Word document than using Mail merge in CRM.

Was this reply helpful? Yes No
Suggested answer

ba365guy 2,950 on at

Like (0)

Report

Hi Chickyd

Please create a word template and add table in the word template for your subgrid.

Word template will populate all the records of subgrid in the table,

Please format your table in word with each row in each page, so that your requirement for 20 pages for 20 records will also be satisfied.

Was this reply helpful? Yes No
Chickyd 187 on at

Like (1)

Report

Yep, mail merge is the answer. I didn't see it right away as it's tucked away but I have it working now.

Thank you!

Was this reply helpful? Yes No
jessannet 5 on at

Like (0)

Report

Hello @Chickyd

Is there any chance you can elaborate a little on how you were able to accomplish this? I'm a little stuck.

Was this reply helpful? Yes No