This article introduces the procedure for outputting different layouts for open and closed cases related to the Account using "Advanced Relationship Settings" in Office File Creator.
*This feature is available in Office File Creator Pro.
Output Image
Cases related to the Account are output in different layouts, with statuses divided into open and closed.
Merge Fields Settings
Set up child record merge fields in the template file. In this case, we will set different child relationship names for open and closed cases, since the layout is separated by statuses open and closed.
The child relationship name can be set to any name. The child relationship name is used only for tying to the OFC_Child Object Option record to be set up later. Like the Custom Item API Name, it must begin with a Roman numeral, and only alphanumeric characters and underscores are allowed.
This time, set the following with the statuses open and closed
Child relationship name for Open: Cases_Open
Child relationship name for Closed: Cases_Closed
OFC_Child Object Option Record Settings
Create an OFC_Child object option record. In this case, create two records, one for the Open Cases and one for the Closed Cases.
Create OFC_Child Object Option record for Open Cases
Enter basic information.
Name: Case (Open)
Child Relationship Name: Enter the child relationship name "Cases_Open" for the Open Cases.
Next, enter the field values in the "Filter Criteria" section.
FilterCriteria Field API Name: ClosedDate
FilterCriteria Operator: =
FilterCriteria Value: Blank
Next, enter the field values in the "Sort Order" section.
SortField1 API Name: CaseNumber
SortField1 Order: Ascending (NULLS FIRST)
Next, enter the field values in the "(Pro) Advanced Relationship Settings" section. Normally, child records are retrieved from the child relationship name, but when advanced relationships are set up, child records are retrieved from the entered "Object API Name" and "Master Object Id Field API Name ".
Object API Name: Enter the Case object API name "Case". *Not a child relationship name.
Master Object Id Field API Name: Enter the field Account Id of Case "AccountId".
Create OFC_Child Object Option record for Closed Cases
Enter basic information.
Name: Case (Closed)
Child Relationship Name: Enter the child relationship name "Cases_Closed" for the Closed Cases.
Next, enter the field values in the "Filter Criteria" section.
FilterCriteria Field API Name: ClosedDate
FilterCriteria Operator: <>
FilterCriteria Value: Blank
Next, enter the field values in the "Sort Order" section.
SortField1 API Name: CaseNumber
SortField1 Order: Ascending (NULLS FIRST)
Next, enter the field values in the "(Pro) Advanced Relationship Settings" section.
Object API Name: Enter the Case object API name "Case". *Not a child relationship name.
Master Object Id Field API Name: Enter the field Account Id of Case "AccountId".
Output File
Open and closed case records are output in different layouts.
Reference
Advanced Relationship Settings
