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Word Report Layout and Word Templates

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Posted on by stephenm171

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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.

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Inge M. Bruvik 32,744 Moderator on at

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Word Report Layout and Word Templates

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:

https://aka.ms/dynamicsideas

Other users can then vote for it and Microsoft will consider your idea.
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KasparsSemjonovs 3,660 Super User 2024 Season 2 on at

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Word Report Layout and Word Templates

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.