Entity-Based Word Templates

Entity-based Word templates provide flexible reporting of entities and their attributes within a type of case. The report can include multiple child entities of the parent case and multi-valued attributes in a hierarchical structure within each entity.

 

These are the stages for setting up an entity-based report:

  1. Create a Word template file with a bookmark for each hard or soft attribute from the entities you want to report on.

    You'll also specify group bookmarks that define a group of bookmarks that make up an entity.

  2. Create an entity-based report definition and select the template you've created.

    This is so the bookmark names can be imported into the definition.

  3. Add data mapping definitions to the report definition so each bookmark will have a data source from the entity's hard or soft attributes.

  4. Run the report to see if it looks the way you thought it would.