Open a page with a list of records, for example, the list of customer accounts in Sales. Non-admin users can upload a template for their own use from a list of records.įor non-admins or admins wanting to create a personal template: Upload the Word template into customer engagement apps Go to Settings > Templates > Document Templates.ĭrag the Word file in the dialog box or browse to the file. For admins: Upload the Word template into customer engagement apps A template uploaded in Settings is available to all users in your organization. Be sure to check out Use Security Roles to control access to templates.Īdministrators can use the Settings page to upload the Word template into customer engagement apps. When you have your Word template built the way you want, save it so you can upload it into customer engagement apps.Īccess to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Step 4: Upload the Word template back into customer engagement apps
When the template has the fields and formatting you want, save it and upload it into customer engagement apps. When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating. Select the entire table row in the template. Put fields with repeating data in a table row. To include all the data in your Word template, set the content control field to repeat. For example, accounts have more than one contact. Some content control fields you entered likely have multiple lines of data. The entity field is added to the Word template.Īdd additional entity fields, add descriptive labels and text, and format the document.Ī completed template might look like this:
#MICROSOFT WORD TEMPLATES FOR BOOKS HOW TO#
If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: "A known issue and how to avoid it".Įxpand the entity, right-click the entity field, and then click Insert Content Control > Plain Text. It will begin with "urn:microsoft-crm/document-template/". In your Word template, click Developer > XML Mapping Pane. Use the XML Mapping Pane to define the Word template with entity fields. If you followed the above recommendations, you're ready to define the Word template. With the template file open in Word, go to File > Options > Proofing > AutoCorrect Options.ĭeselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.ĭeselect Hyphens (-) with dash (-) on the AutoFormat and AutoFormat as You Type tabs. If you experience Word freezing or performance degradation, try turning off AutoCorrect. You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes.
Be sure to only add fields as Plain Text or Picture.ĭo not make any textual changes to the added content control You use the XML Mapping Pane to add entity fields to your Word template. To prevent issues with control fields, do the following: Only add fields as Plain Text or Picture When you add a content control field, Word sees it as a new sentence and will capitalize it when focus shifts away from the field. By default, Microsoft Word AutoCorrect capitalizes sentences. These changes can occur through AutoCorrect as well as user edits. You make a textual change, such as changing the capitalization or adding text, to a content control.You insert a content control other than Picture or Plain Text.Only select relationships you need to add data to the Word template.Ī few things can cause Word to freeze, requiring you to use Task Manager to stop Word: The relationships you select on this screen determine what entities and fields are available later when you define the Word template. A marketing list can have multiple accounts. RelationshipĪ lead, account, or contact can have multiple accounts.Īn account can have multiple marketing lists. Here are some example relationships for the Account entity.
For admin content, see: Entity relationships overview. Your administrator or customizer can provide information about entity relationships. This screen requires an understanding of your customer engagement apps data structure. What are 1:N, N:1, and N:N relationships?
#MICROSOFT WORD TEMPLATES FOR BOOKS UPDATE#
To update templates, delete the template and then upload an updated version of that template.Īfter clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity.
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