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How to group tables in DocumentsCorePack .docx templates

This blog article outlines how to group tables in DocumentsCorePack (.docx) templates. The DocumentsCorePack Grouping functionality gives users the possibility to define an optical sorting and thus, a separation for specific fields.

Please note: If the grouping headers are displayed repeatedly or if they are mixed up, please check the sorting that is set in the RelationshipDesigner. Please make sure that the grouping field is also the selected sorting field. 

Example: 

 

How to group tables for DocumentsCorePack templates properly: 

1) First of all, open Microsoft Word and navigate to www.mscrm-addons.com. Then click on the [Insert MailMerge Fields]-button in order to create your table with DocumentsCorePack, like you can see it below.

2) Next, open the Additional-tab to create your table by inserting the appropriate MailMerge fields. The Additional-tab is necessary and has been designed to manage additional relationships. For more information about how to create relationships using the DCP Template Designer, please have a look at this blog article

 




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