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Question

Workflow

Updated September 2, 2021

asked on June 29, 2021

I'm struggling with using the "Update Word Document" activity for multi-value fields. Here's what I'm trying to do.

I set up my Word template as follows (which did not work):

This is what I get:

This is sort of what I want (boxed items are multi-value fields):

When I run the report with just the single-value fields. I get that just fine. Just don't know how to handle multi-values.

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Answer

SELECTED ANSWER

replied on June 29, 2021 • Show version history

It's a little confusing. In order for that to work, you'll need to access your data as a table, either from a lookup or Forms.

The type of update you'll make is Table Field Merge. Then, each merge field in the table in Word can be filled by a column from your data table.

Also, I don't think your Location table will work like that since it appears to be part of the same column as MyTable

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replied on August 31, 2021 • Show version history

I managed to merge the needed fields together into new tokens labelled Column 1, Column 2, etc. Then saved the csv file as a data source.

I query the csv data source in order to fill out my Update Word Document.

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