Word templates

Unlike Excel templates, Word templates can include data from other entities. Word templates are based on a single record but can include records from other entities that are related to it. You can include many-to-one, one-to-many, and many-to-many relationships.

The following screenshot shows how to download a Word template from within a model-driven app form:

Figure 19.27 – Create a Word template

Clicking on Download Template will display the following screen, where you can select the relationships that you want to include in your Word template:

Figure 19.28 – Download the Word template

You select the relationships you want to use, and a Word document will be downloaded to your computer. You can edit the Word document, where you will have full formatting available.

There are some steps you need to undertake to be able to use the Common Data Service fields and add them to the template. You need to do the following:

1. Enable the Developer tab in...