This article outlines in a step-by-step description on how to sum up a field in the footer of a table.
Imagine you are creating a quote with multiple products (line items) for your customer, and need to list the total of all products.
Here is your instruction:
Start with opening your DocumentsCorePack TemplateDesigner and navigate to the ❶ table, which should show the total in the footer.
❷ Now copy the field that should be summed up into the ❸ footer (you may need to add a footer row via the Edit table options on the mscrm-addons.com ribbon).
Figure 1: Table with footer to sum up
After you have copied the field in the footer, navigate to the WORD-ribbon and select “Mark as Sum-Field” in the “Grouping”-area. When you now merge your document, the total of all listed products should be displayed. You can format the field (e.g. currency format) using the Field properties option in the mscrm-addons.com ribbon.
Please note: Make sure that the cursor position is in the sum field!
Figure 2: Mark as Sum-Field
Now enjoy the result:
Figure 3: Result
That´s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.