I would like to create a Word document as an attachment that uses the Job table. This would work similar to the attachments in Contact Management. Has anyone ever attempted this? Any tips would be welcome.
Hi, If you are looking for a simple “out of the box” answer, this is a feature of Matriks Document Management. www.Matriks.com If you want to build your own solution (Assuming that you are using 3.01 or later), the best place to look would be Codeunit 5054 - WordManagement. Run the debugger while creating an attachment in Relationship Management to see how it works.
I already looked at the code. It doesn’t seem to like me adding additional tables, so I can use that data for merging. Has anyone suceeded at adding additional tables when the merge document is created?