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How to fetch data from MDF for Document Generation where there are overlapping dates?

yvonneliew
Newcomer
0 Kudos
91

We have a requirement to store contract details and generate a letter contract. Some people can hold multiple contracts at the same time. 
Example below contracts for the same employee:

Contract 1
Start Date: 1-Jan-2025
End Date: 31-Mar-2025
Role: Teacher - Science
Rate per day: $50

Contract 2
Start Date: 1-Feb-2025
End Date: 30-Jun-2025
Role: Teacher - Math
Rate per day: $65

If we were to use Document Generation, how are we able to selectively only generate the 2nd contract since the dates are overlapping and Document Generation allows selection by As Of Date, which will select both records, instead of Contract 2?

yvonneliew_0-1737109938358.png

 

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AlsuRzayeva
Explorer

HI,

For multiple data seen in document you can use table properties in document template.

AlsuRzayeva_0-1737120639947.png

You set rows 1, columns 2. Then system generate teble for you. İn table you write [[phone number]] and map it token in Manage Document Template Mapping as direct contact info-phone number.

Then when you generate document if person have 2 contacts you will see both of them in the table. Table properties is used for multiple data types.

 

And if you want only generate one of them, you can write business rule for that, and then mapp this with rule .