Generate Word Documents for Multiple Records

Version 2016 Word Templates is a useful feature with one noticeable limitation – when generating a Word Template based document, only one target record can be selected.
In many business scenarios, users would like to select multiple records (maybe after executing an Advanced Find query) and generate relevant document in one or two clicks.

In this post, I’ll demonstrate a customization based solution for generating Word Template based documents for multiple business records. In a following post, I’ll supply a more generic solution which can be applied to any template/entity.

Here is the final result – after implementing the following walkthrough, users will be able select multiple records and apply a manual Workflow Rule which will generate template based document for each record, saving it as a file attachment:

Generate Document for Multiple Records Demo

In the following walkthrough I am using the Account entity along with the Account Summary template. You can use any template enabled entity with any built-in/custom template.

  1. Create a Manual Workflow Rule (Real-time/background)
    image
  2. Add a Perform Action step
    Add a Perform Action step
  3. Target the SetWordTemplate Action. Click the ‘Set Properties’ button
    Target the SetWordTemplate Action. Click the ‘Set Properties’ button
  4. Map Word Template record and target business record
    Map Word Template record and target business record Map Word Template record and target business record
  5. Save and activate the Workflow Rule
  6. Live long and prosper
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