web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Imported Configuration Collection letter note (Excel) version 15.17 , Has No Template

(0) ShareShare
ReportReport
Posted on by 20

Good day! I imported the reporting configuration "Collection letter note (Excel)" from the Global Repository, but when I checked the Format designer, there is no template associated with this and I can't upload an attachment either. As such, upon selecting this format in the Print Management, I cannot print/view/send collection letters because of an error. How can I resolve this? Refer to the images below. Thanks.

pastedimage1673611827990v2.png

pastedimage1673611771152v1.png

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,679 Super User 2025 Season 2 on at

    Hi hcon,

    Please follow the steps:

    1-Navgiafte to Workspaces > Electronic reporting >  Related links > Electronic reporting parameters

    pastedimage1673620838077v1.png

    2-Add "File" for document types

    pastedimage1673620891739v2.png

    3-Delete the configuration (Collection letter note (Excel)) and import it again from Microsoft repositories

    4-Open the config and click on "Attachment"

    pastedimage1673620965664v3.png

    Then you will have the template file.

    pastedimage1673620989365v4.png

  • hcon Profile Picture
    20 on at

    Thank you for your swift response. Unfortunately, even after having followed your steps, I still do not get to import any template (see pic below).

    pastedimage1673622477831v2.png

    By any chance, do you think it has something to do with this message I get when I finish importing the configuration from the repository?

    pastedimage1673622425590v1.png

    I'm not sure how I could fix this either. 

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,679 Super User 2025 Season 2 on at

    It seems that the form for attachment is not activated to have attachment (+New button is grey). Do you have sysadmin security role?

    You can try to add this table on active document table and then run batch job "Restore broken templates".

  • hcon Profile Picture
    20 on at

    I'm afraid I don't. I'll consult one who has, and I'll return to this thread for an update.

    Thank you for your assistance!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 503 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 434 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 278 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans