This notice is to request your support for template changes in Ver.2.12 when there are two or more lines of merge fields of the same child object due to the support of Word/PowerPoint/PDF child record block output.
With the new Word/PowerPoint/PDF block output of child records, if merge fields of the same child object are set in a template for two or more lines, it will be considered block output, just as in Excel. This will result in an error in the existing template. This will apply to existing templates after April 1, 2025.
If all of the following three conditions apply, please take action.
Patterns requiring your action
- Using OFC Pro.
- File format is Word/PowerPoint/PDF.
- The same child object's merge fields are set more than two lines.
Example of a template that needs to be changed: Two lines of OpportunityLineItems merge fields are set.
Details of your action
- Please give different names to the child relationship name for the second and subsequent merge fields.
- Create a Child Object Option record and set in "(Pro) Advanced Relationship Settings" section.
Advanced Relationship Settings
Output different layouts for open and closed cases - Advanced Relationship Settings
Example of modified template: Change the second child relationship name to OpportunityLineItems2.
Schedule
Until March 31, 2025
Template upload version 2.11 or lower: No block output applied
Template upload version 2.12 or higher: Block output applied
After April 1, 2025
Block output is applied to all versions
*Please check the "Template Uploaded Package Version" field in the "System Information" section in the OFC_Template template record for the Template upload version.
