![]() Once I got those word docs created, I convert those to. ![]() Then, repeat for "Vanna White", then repeat for "Mickey Mouse" and whoever else until all the people are accounted for. I need power automate to look at that excel document and basically run a query and return ALL of the rows that contain "Fred Flintstone" and then put those rows of information into the right place in my word doc. Let's say column A is name and the values are "Fred Flintstone, Vanna White, and Mickey Mouse". If that is too wordy, then here it is in more layman's terms Let's say I have an excel document with 1000 rows and multiple columns of information. And then I need power automate to run that process for each "individual" in the excel database until it has created a word document for each person. I think I can get single fields to fill in fine, it's when I need to somehow return multiple rows to the document, parsed from say 1000 records. The end goal missing piece: To have contracts (word docs) automatically generated with the information provided by rows and data from an excel document. So I'm trying to power automate to send contracts and I pretty much have it all built and run successfully except for one piece of the puzzle. All rights reserved.Long time lurker, first time looking for help. © 2022, The Sage Group plc or its licensors. To share the template with other users, email it to your system administrator and ask the administrator to upload it to the global Shared Templates list. ![]() You can upload the template and use it to perform a mail merge.įor more information, see Uploading a Word template or image file. Click File | Save As and save the template as.Ensure the template does not contain column, section, or line breaks.To add the current date field, include «CurrentDate».Include the CID field beside each currency field to ensure the currency information is formatted correctly.Įxample: «orIt_quotedprice_CID»«OrIt_quotedprice».Add a paragraph break after a merge field.You must get the exact field name from your system administrator. This is not the name that's listed in the Insert Sage CRM Field drop down on the mail merge screens. To ensure the template works properly, a merge field must correspond to the exact field name in Sage CRM. Enter the Sage CRM merge field name in Field name.Insert the merge fields you want to appear in your template between the TableStart and TableEnd merge fields:.«TableStart:OrderItems» Insert Order Items merge fields here. Here's an example of using the TableStart and TableEnd merge fields for Orders and Order Items: See also Considerations for creating the template body. You must include the TableStart and TableEnd merge fields in the same template section, table row, or table cell. Enter the merge field name in Field name.įor example: TableStart:Orders, TableEnd:Orders, TableStart:OrderItems, or TableEnd:OrderItems.Insert the TableStart and TableEnd merge fields for the parent and nested (child) entities:.To ensure all text and pictures remain formatted correctly during a nested mail merge, use a table to format your document. To add a picture to the template, click Insert | Pictures, browse to the relevant file and click Insert. Enter the content that you want to appear in the template.See also Example templates for nested mail merge. This example shows how to create a template for nested mail merge. Creating a Word template for nested mail merge
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