To get the correct tab to open, select one of the fields. When you open Microsoft Word, you will see a "Layout” tab.
Turn on gridlinesĪnother technique that makes this easier is to turn on View Gridlines in the table tab layout. As a best practice, add the fields to the XML before generating the Word form to make the additions easier. If you added the field in the Report Writer in GP, then the new field should show up in the same place in Word as it does in the Report Writer. It should look like the Report Writer report, only as a Word document. With the newly created Word form, the next step is to open the form in Word. Often, you will need to import multiple times as modifications are made to the Word form. After adding the form, you will likely need to adjust the formatting and import into Microsoft Dynamics GP.
If you want to add a new field, then you need to physically add it into the form. To add your new fields, it is essential to learn the tricks to modify a report. Editing a Word formĮditing a Word form can be tricky, as it involves working with tables within a Word document. Your Word Template is ready for you to edit. A new Word file will now be available with the exact same name as your XML. Wait for the template to be generated and then go to the stored location of your XML.
#Template microsoft word windows
Put the two windows side by side, and then drag and drop your XML into the TemplateGenerator Application. Now, open a second Explorer window and navigate to your printed XML file. The destination should look like the following screenshot:ĥ. First select a path, then define the file format as an XML Data file. Then in the selection panel you will select File and then define a path in the file name. To print the XML, you will go through the process of generating the report in Microsoft Dynamics GP. The XML format serves to generate the form with the additional fields and changes you want to see.ģ. After adding the fields and checking that the security settings are accurate, print the report as an XML file. If you haven’t modified the report previously, then you need to adjust the security settings on the report to tell Microsoft Dynamics GP to print the modified version and not the standard version of the report.Ģ. First, add the fields to the modified report in Report Writer. Creating a modified Word formĪfter verifying that a modified report exists and that the security is set up, the next step is to create and then add the fields to the Word form.ġ. Set the report to “modified” to apply any changes to the default report when you print your Word form. If there is no modified option, then the report is a standard report. If it is set to Microsoft Dynamics GP, then it is set to the standard report. Locate your report and expand the window to see the selection. Then select the report group assigned to your user(s), and then the product and report as the type. To check the security, go to Tools>Setup>System>Alternative/Modified Forms and Reports. Once you locate the report name, you can access the security settings to see if you have modified the report and verify the correct setup for security. First, locate the report name by printing your report to screen, as seen in the screenshot below for a Check Remittance report. If security is set to the standard report, the report will need to be modified in GP otherwise, when printed, the Word form will not include any of the modified fields.ġ. The first step to modifying a Word template is to verify that the report you want to turn into a Word template has a modified version available. If you have a modified report in Microsoft Dynamics GP, then when you select the type of Word form, you will select the modified form instead of the standard, or “simple” form, as seen in our post on creating standard Word templates. One of the major differences is that modified templates use modified reports in Report Writer, where the standard form pulls from the default report.
To begin, follow the same prerequisites that you would when creating a standard Word template in Dynamics GP, which includes installing the Word add-in from the Microsoft Dynamics GP Installation and turning on Developer Tools in Microsoft Office. Creating modified Word templates is much like creating standard Word templates ( discussed in this recent blog) but with a few additional steps. Some reasons include adding a logo to the form or adding additional fields to a report. There are many reasons to create a modified Word form rather than a standard Word form in Microsoft Dynamics GP.