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Microsoft Dynamics CRM (Archived)

Sort values of Repeating table in Word Template?

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Hi everyone!

Is there a way to sort the values of a repeating table in Word Template?

I have some records with Status = Active and Inactive. It is always sorted by Inactive , i think it uses descending sorting. I want to change it to Ascending but there is no way to do it because there are only two rows in my table. The header row and the repeating row.

Ideally i would like to filter and show only the Active records. Is there a way to show only the active records?

Any ideas how to bypass this by hiding the inactive records or sorting with the active records first?

Thanks!

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: Sort values of Repeating table in Word Template?

    Hi,

    This is what I found.

    From MSDN

    Lists in created documents are not in the same order as records

    Lists of records created from a custom template may not appear in the same order in Word documents as the order in Customer Engagement apps. Records are listed in the order of the time and date they were created.

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-365

    Filter the data

    - Not possible with OOB.

    Workaround (very complex)

    www.crmsoftwareblog.com/.../word-document-templates-that-use-fetchxml-for-complex-data-retrieval

  • Suggested answer
    StefanS365 Profile Picture
    3,575 Most Valuable Professional on at
    RE: Sort values of Repeating table in Word Template?

    Sorting and filtering are not possible.

    Note from Microsoft:

    Lists in created documents are not in the same order as records

    Lists of records created from a custom template may not appear in the same order in Word documents as the order in Customer Engagement apps. Records are listed in the order of the time and date they were created.

    Source: Additional considerations

  • ElisabethD Profile Picture
    65 on at
    RE: Sort values of Repeating table in Word Template?

    Have you received any response on your question? I am wondering the same...

  • wikky2007 Profile Picture
    40 on at
    RE: Sort values of Repeating table in Word Template?

    Wondering the same thing. Hoping someone can weigh in...

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