Notes attachments in Word Template | CloudFronts

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.

Share Story :

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.