OTB templates access Sub entity data

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Posted on by julijazas

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I want to create a word template(OTB) and i see that i can not access Sub entity data

Relations as follows:

O Have my Order header table where i have a lookup field called car plate number which is a lookup to Cars table

Cars table has a lookup field to Customers table with a name Customer.

If i generate OTB template from table Order header - i can access Cars table but i can not access Customers table. Is OTB limited only to 1 level child entity data accsess?

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Microsoft Dataverse with Power Apps

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AhmedSalih

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Good morning, @jja , are you filling the OTB in Power Automate?

If my reply helped you, please give a 👍 , & if it solved your issue, please 👍 & Accept it as the Solution to help other community members find it more.

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julijazas 820 on at

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@AhmedSalih
No. I am filling directly a tgemplate from XML mapping

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AhmedSalih

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@jja, I am not sure about the XML, but I had a similar use case where I used to populate a Word Template in Power Automate and I was able to access multi-level data.

Let's wait and see if others have some ideas.

If my reply helped you, please give a 👍 , & if it solved your issue, please 👍 & Accept it as the Solution to help other community members find it more.

I am primarily available on weekdays from 6-10 PM CT and 5-10 PM CT on weekends.

Visit my Blog: www.powerplatformplace.com

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julijazas 820 on at

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@AhmedSalih
I am simply downloading the template from Dataverse like in this example:
Dynamics 365 Word Templates in 9 easy steps - Rocket CRM
And i think this one is limited to only level 1 relationship like if it has 1:N relationship to some table and then this other table has 1:N relattionship to Table2 - you will not get this data.
I wonder if there is a workaround except filling a template using powerautomate. Out of the box templates would be just perfect.
maybe @Mira_Ghaly has an idea?

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