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Generate Single Word Document for Multiple Selected Records from Sub-Grid

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Posted on by Ashir Zahid

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Hi All

Hope you are doing Great.

My Problem is this that I want to generate single word template for multiple selected record.

I have a Quotes Sub-grid in Opportunity Entity and Custom Lookup of Opportunity in Quotes Entity.

Suppose I have 4 records (Quotes) and if I select 2 records (Quotes) then in single word template both selected records should display not all the records.

I have tried with OOTB action SetWordTemplate but it did not work.

Please assist me as I am stuck here for last 2 days.

Many Thanks

Categories:

Accounts or Contacts

Leads or Opportunities

Quotes / Orders / Invoices

Product Catalog

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Nya 29,050 on at

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RE: Generate Single Word Document for Multiple Selected Records from Sub-Grid

Hi,

Do you mean that you'd like to show the selected child records only in the exported template?

If yes, it cannot be achieved unfortunately.

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