Sage CRM

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  • 1.  OK trying to find the trick with using Nested Regi

    Posted 02-05-2013 08:09
    OK trying to find the trick with using Nested Regions in a quote merge to word docx. I don't use the regions and I can get everything I need except for the Product and quote item fields. I add just the TableStart:Quotes on the first line of the document and TableEnd:Quotes at the end and I get no merging. Should the Line region be TableStart:LineItems or TableStart:QuoteItems? The first is from the sample merge the second is from the wizard creating a new merge. I take it that if I am going to have quoteItems/LineItems I need to have the Quotes starting and ending regions. Is there any issues with Tables / formatting / sections that throw off everything? I would be pulling my hair out but I don't have any left.


  • 2.  RE: OK trying to find the trick with using Nested Regi

    Posted 02-05-2013 08:29
    I think My table was throwing me off. I took all the nested Regions out of the tables and I got data to merge.


  • 3.  RE: OK trying to find the trick with using Nested Regi

    Posted 02-05-2013 11:50
    I also think I am getting caught with the formatting of the table. If I keep the table plan with no fancy format it works. I am also thinking header and footer data can not be merged. Anyone know?


  • 4.  RE: OK trying to find the trick with using Nested Regi

    Posted 02-05-2013 15:48
    I think I finally figured out my issues. Now where did I put all my hair I pulled off. I have to glue it back on before I get home.


  • 5.  RE: OK trying to find the trick with using Nested Regi

    Posted 02-05-2013 16:38
    What are nexted regions? Sounds interesting.


  • 6.  RE: OK trying to find the trick with using Nested Regi

    Posted 02-06-2013 08:51
    Nested Regions is where the detail is repeated for each lines. So you have a Start Quote then a start detail where you want to repeat the items on the quote and have it repeat that info until all lines are printed then you have a End line followed by End Quote.


  • 7.  RE: OK trying to find the trick with using Nested Regi

    Posted 02-06-2013 08:56
    Ah, programmer jargon. I now understand. Thanks.