5
Current Status:
=======
1.When we export a record to word using word template. All the child records (no matter it's active or inactive status) associated with the records will be exported to word.
2. Suppose you have an account : Test account. Under which, you have 2 contacts : contact #1 which is active, and contact#2 which is inactive. When we export the test account to word template including the child records, both contact #1 and contact #2 will be in the word document.
3. We understand this is a current design behavior. But just wonder if it's possible to export the active associated child records, or any switch | filters (like views) so that we can decide the child records that are going to be exported?
Expected Behavior | change
========
1. We want only the ACTIVE associated child records should be exported to word template.
2. or any switch | filters (like views) we can set so that we can decide the child records that are going to be exported?
=======
1.When we export a record to word using word template. All the child records (no matter it's active or inactive status) associated with the records will be exported to word.
2. Suppose you have an account : Test account. Under which, you have 2 contacts : contact #1 which is active, and contact#2 which is inactive. When we export the test account to word template including the child records, both contact #1 and contact #2 will be in the word document.
3. We understand this is a current design behavior. But just wonder if it's possible to export the active associated child records, or any switch | filters (like views) so that we can decide the child records that are going to be exported?
Expected Behavior | change
========
1. We want only the ACTIVE associated child records should be exported to word template.
2. or any switch | filters (like views) we can set so that we can decide the child records that are going to be exported?
STATUS DETAILS
Needs Votes