Hi Guys,
I have created a word document template, but I am having issue pulling required info from one entity.
I have a policy entity but policy could have multiple transaction (different entity).
When I run document template it intends to pull random transaction figure for policy.
Is there anyway to tell the system to pull the latest transaction info for that policy, I have even amended all views to show latest record on top, however this doesn't effect word template ?
Thanks