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Small and medium business | Business Central, N...
Answered

Word Report Layout and Word Templates

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ReportReport
Posted on by 27
I have created a word email body report for a sales invoice as well as a word template report with a formula field so that the email body states
 
/Good morning/ or /Good afternoon/ when I go the send the email.
 
The formula is { IF { TIME //@ /am/pm/ } = /AM/ /morning/ /afternoon/ } 
 
The formula works no issues if executed purely in Word but once it is loaded into BC the system does not update the field when inserting into the email body.
 
I'm assuming BC does not update fields otherwise this would appear correctly in the email body but I cannot find any commentary around limitations of Fields and Word layouts for business central.
 
I do not want to do this via coding - the end user needs to be able to do such things as well.
 
  • Verified answer
    KasparsSemjonovs Profile Picture
    4,851 Super User 2026 Season 1 on at
    Unfortunately this requires slight modification. This formula check, has to be done on BC side as a separate dataset, and user would indicate/place this dataset as XML field in the Word Layout. 

     
  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at
    Kaspars gave you the correct answer here.
    But you have a brilliant idea and you shoudl consider adding that as a product idea using this link:
    Other users can then vote for it and Microsoft will consider your idea.

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