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Forum Newbie
Group: Forum Members
Last Login: Sunday, August 15, 2010 11:02:15 PM
Posts: 5,
Visits: 21
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| I want to print in word Opportunity object. Opportunity has some Products. I want that all this products print in one table with header. I look at Quote template, after i do "Print in word" it return to me document with table. How implement the same template for opportunity.
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Junior Member
Group: Administrators
Last Login: Friday, December 16, 2011 12:03:57 PM
Posts: 13,
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Basically we use if-statements and the MS Word field "mergesequence" to deal with multiple line items. The number of mergesequences is equal to the number of line items. So for example, if you have a quote with 9 products (line items), 9 mergesequences will run in MS Word. Therefore, to place the header we ask if the Mergesequence = 1. The syntax is {if EXPRESSION1 operator EXPRESSION2 "if true - text" "if false-text"} For example (ALT+F9: Shows or hides the merge code; CTRL+9: Adds a merge block): 
The same counts for the footer! All objects in if (“LastItem” = 1 ) are anchored here The LastItem automatically comes out of the CRM system with the last chosen data record. 
IMPORTANT: Pay attention to the anchor of the objects you want to show in the header. All elements have to be anchored within the if-statement!!
For example, If you change the format, make sure that the anchor lies on the if-statement again afterwards.
Once you have now created your template there is one last important step that it needs to be done! When working with 2 or more line items make sure that the main document setup is always set to "Directory" as shown in the following screen shot 
Sincerely,
Patrick O'Donnell
Pre-Sales Consultant - c360
Patrick.ODonnell@c360.com
678-892-2963
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Forum Newbie
Group: Forum Members
Last Login: Thursday, November 17, 2011 8:03:34 PM
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Forum Newbie
Group: Forum Members
Last Login: Monday, December 05, 2011 5:19:29 AM
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Patrick O'Donnell, You have explained it very well and it is also a easy solution!!
trampoline
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