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.
