Business cards. Explore premium templates Bring your ideas to life with more customizable templates and new creative options when you subscribe to Microsoft Eighties business cards.
Pinstripes business cards. Geometric business cards. Explore premium templates. Rose suite business cards. Financial business card 10 per page. Retro floral business cards. Business cards with border 10 per page. Blue curve business cards. Business cards Capsules design, 10 per page. For admin content, see: Entity relationships overview. The relationships you select on this screen determine what entities and fields are available later when you define the Word template.
Only select relationships you need to add data to the Word template. To ensure documents download in a timely matter, there is an upper limit of for the number of related records returned for each relationship. For example, if you're exporting a template for an account, and you want to include a list of its contacts, the document will return at most of the account's contacts. Document template downloaded from one environment can only be used within that environment.
There's a known issue with customer engagement apps apps-generated Word templates and Office Word. In the next section, you'll be adding XML content control fields to the Word template. Be sure to only add fields as Plain Text or Picture. You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes.
Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker. If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: "A known issue and how to avoid it".
Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating. When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data.
When the template has the fields and formatting you want, save it and upload it into customer engagement apps. When you have your Word template built the way you want, save it so you can upload it into customer engagement apps.
Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates. Administrators can use the Settings page to upload the Word template into customer engagement apps. A template uploaded in Settings is available to all users in your organization.
Open a record with information you want to create a document. For example, open a customer account record in Sales. Only templates built for the selected record type entity will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.
You need to refresh customer engagement apps to see the template. Thank you! Any more feedback? The more you tell us the more we can help. Can you help us improve? Resolved my issue. Clear instructions. Easy to follow. No jargon. Pictures helped. Didn't match my screen. Incorrect instructions. Too technical. Not enough information. Not enough pictures.
0コメント