Notes attachments in Word Template
Introduction :
This blog explains how to add notes attachments in word template.
Implementation :
Let say we have word template on the account entity and we want to add attached notes in word template.
Step 1: a. Create record( if no record is there) for an account entity.
b. Select the record and download the word template.
Step 2 : Select notes- annotation(1:N) relationship and Download.
Step 3 : Open Word Template, Navigate to “Developer” ->Select “XML Mapping Pane” -> Select entity .
Step 4 : Then insert a table in the template , here inserting 2×1 table.
and then in the XML mapping, go to Account_Annotation relation.
Step 5: Map document body and note text
a. For text in word template, left-click on the note text and select plain text.
b.For the image in word template, left click on the document body and select Picture.
Step 6 : Save and Upload the Template.
To upload the Template –
a. Go to advanced settings -> navigate to “Template”.
b. In Templates, Select Document Template.
c. In Document Template, click on Upload Template and browse.
d. Upload.
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