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Word document created from Order fails to pull the product ID (number) of the order Product however if we run a OOB report it displays the product ID(number). Below are the steps to replicate the issue


-User opens the Order record which has the product records added on the sub grid


-The sub-gird of Product on Order form has field Product ID added on the view from Existing product


-User navigates to MSCRM->Settings-Template-clicks on New


-User Selects Word template and selects as Order under Filter by entity


-User selects Select Entity and selects Order Product in 1:N relationship


-User then clicks on download template


-User opens the template in word application and turns on the developer tools


-Cx clicks on XML Mapping Pane and select the options Salesorderdetails


-User right clicks on the field on the right and selects plain text and places on the document


-User saves the changes and on the CRM navigates back to MSCRM-Settings->templates and clicks on Upload and selects the word document created


-User opens the order record and clicks on the ellipses


-User selects word template and selects the uploaded document


-The word documents gets downloaded, when we open the document the Product ID field is not populated with the value from the order form instead it shows the Product  name


-The workaround is to create a new template, set Order Product as the selected entity.  Then select the Product_Order_Details relationship (N:1), and select the ProductNumber field to retrieve the data user want here


-However this workaround works only by opening the Product record and not from the Order record


-Moreover the word document can be run against only one record per document and not on multiple product records.


-This is a product defect which needs to be fixed so that users can create word document on multiple product records at one click which works on OOB reports


 


 

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New