Document template as part of Workflow

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Posted on by Community Member

Hello everyone!

I'm in the process of creating an On-Demand workflow that utilizes the useful Workflow Elements. However, using the SetWordTemplate Action, I can't seem to set the Target entity as the entity I would like the Template to pull from. It's a bit tough for me to explain, so hopefully the following screenshot helps:

4745.Capture.JPG

I need the red circle to read "Customer Equipment". Otherwise, the template isn't properly generated. However, "Customer Equipment" isn't available for selection.

Any ideas?

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ashlega 34,477 on at

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Hi,

I think I saw a post some time ago.. try to enable business process flows for that entity(I know it sounds strange)

PS. Here is a link to that post: http://dynamicscrmcoe.com/enable-setwordtemplate/

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Community Member on at

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Bingo, that was it!

Thanks Alex!

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