--- title: "Add document records - Microsoft Word" slug: "add-document-records-microsoft-word" updated: 2026-03-20T07:52:09Z published: 2026-03-20T17:44:08Z canonical: "docs.staedean.com/add-document-records-microsoft-word" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.staedean.com/llms.txt > Use this file to discover all available pages before exploring further. # Add document records - Microsoft Word To each document, add the data records to be exchanged. For external file-based documents, set up the records in line with how the data is structured and named in the file. This topic explains how to add records to a **Microsoft Word** document. ### Steps 1. Click **Connectivity studio - Integration Design**. 2. Click the **Documents** tab. 3. In the list, find and select the desired **Microsoft Word** document. 4. Click **Edit**. 5. In the **Record** section, click **Add line**. 6. As a record name, enter a free-definable name. Usually, this is the name used in the external file. In the **Record** field, type a value. 7. Because in D365 F&SCM the data is structured in records and fields, for each external document type, the data structure is translated in the same way. To do this, by default the table '**BisBuffertable**' is used. The values are stored in a container field in this table. As a consequence, you can add or remove fields without coding to avoid deployment issues. In the **Record table** field, keep the default value '**BisBufferTable**'. 8. Use the parent record to define a record structure with parent-child relations. In the **Parent record** field, enter or select a value. 9. By default, if you have a parent-child relation, the parent and child data is processed separately. You can process the parent and child data together. Select **Yes** in the **Combine with parent record** field. 10. This setting is only applicable to parent records. - **Inner join**: To process the parent record, the child record must exist. **Example:** A sales order is only processed if it has a sales line. If no sales line exists, the sales order is not processed. If a sales line exists, both the sales order and the sales line are processed. - **Outer join**: To process the parent record, it is not required that child a record exists. **Example:** A sales order with no sales lines is processed. - **Exists join**: To process the parent record, a child record must exist. **Example:** If sales order has a sales line, only the sales order is processed. If the sales order does not have a sales line, the sales order is not processed. - **NoExistsJoin**: Only parent records are processed that do no have child records. **Example:** A sales order is only processed if it does not have a sales line. In the **Join mode** field, select an option. 11. During an import or export you can have the need to update another table in D365 F&SCM. Usually, this is an internal history table to trace what is imported or exported. If you select **Yes**: - The record is skipped by the query. And therefore, not exported to an external format. - You can use the record in the message mapping. - The record uses the validations as defined in D365 F&SCM. Select **Yes** in the **History** field. 12. Sub-task: Set record details. 1. In the **Line details** section, define the detailed settings for the record. You can write records to Microsoft Word in these ways: In the **Type** field, select an option. > [!NOTE] > **Note** > > If the type is: > > - **Fields**, none of the other Word-document-specific settings in the **Line details** section are applicable: > - **Paragraph**, also fill in these fields in the **Line details** section: **Marker type**, **Marker**, **Title option**, **Title field**, **Title style**, **Break before**, and **Break after**. Use these field settings to define the paragraph layout: **Break before**, **Custom separator before**, **Break after**, **Custom separator after**, **Title field**. > - **Table**, also fill in these fields in the **Line details** section: **Marker type**, **Marker**, **Table style**, **Title option**, **Title field**, **Title style**, and **Break before**. - **Fields**: Replace the markers in the template text with the field values. The markers, as defined for the fields, are used to add the field values to the document. - **Paragraph**: Add the record field values to the document in paragraph style. First the field label is added and second the field value is added. The marker defines the paragraph position in the document. - **Table**: Add the records in a table layout using the table style from the template. The first column has the field labels and the second column has the field values. The marker defines the table position in the document. 2. You can define if a line or page break must be applied before a paragraph or table is inserted in the Word document. So, the **Break before** only applies if the **Type** is **Paragraph** or **Table**. In the **Break before** field, select an option. 3. You can define if a line or page break must be applied after a paragraph that is inserted in the Word document. So, the **Break after** only applies if the **Type** is **Paragraph**. In the **Break after** field, select an option. 4. Define the table style to be applied to the record table. Select a style as defined in the template. So, the **Table style** only applies if the **Type** is **Table**. In the **Table style** field, enter or select a value. 5. Indicate if the field names are added as header to the table. So, the **Title option** only applies if the **Type** is **Table**. In the **Title option** field, select an option. 6. Define the field that is used as a title for the paragraph. The title field is placed at the start of a record. So, the **Title** field only applies if the **Type** is **Paragraph**. In the **Title field** field, enter or select a value. 7. Define the style to be applied to the title field. Select a style as defined in the template. So, the **Title style** only applies if the **Type** is **Paragraph**. In the **Title style** field, enter or select a value. 8. Define the type of marker that is used to indicate the position where the table or paragraph must be added to the document. So, the **Marker type** only applies if the **Type** is **Paragraph** or **Table**. In the **Marker type** field, select an option. 9. Define the marker that is used to indicate the position where the table or paragraph must be added to the document. When writing data to the document, the marker is replaced by the table or paragraph. So, the **Marker** only applies if the **Type** is **Paragraph** or **Table**. If the marker type is: In the **Marker** field, type a value. - **Text**, enter the text marker that is used in the template. You are advised to use a name between brackets, for example, [RecordName]. Use the full marker, including the brackets, both in the template and here. - **Bookmark**, enter the bookmark name as defined in the template. In the template, the bookmark name is preceded by a hashtag (#). In this field, only enter the marker name, without the hashtag. 13. Close the page. > [!NOTE] > **Notes** > > Generic external document record details fields: > > - **External reference**: You can indicate which field of the record contains the unique ID of the record in the external database. In this way, you link the external ID to the D365 F&SCM record ID. **Note:** Usually, you only use this for an ODBC connection with CRM or if you use web services. > - **Revision field**: You can indicate which of the records fields contains the revision of the record in the external database. In this way, you find and link the latest revision to the record ID. **Note:** You can only use this field in combination with the **External reference** field. ## Related - [Using 'Join mode' and 'Combine with parent record' on document records](/using-join-mode-and-combine-with-parent-record-on-document-records.md) - [External references and revision numbers](/external-references-and-revision-numbers.md)