We have a request to complete a document template that references multiple fields from multiple records. Additionally, the document format and layout cannot be altered. This would be simple to just include an embedded table and customize it’s layout. However, we cannot use the table, since the format is fixed and cannot be altered.
Below is a screenshot of the layout. In this it is meant to list all of the current and pending proposals/projects a PI is working on. Each box is meant to represent a record in the system. If we were using a print template for just 1 record at a time, it wouldn’t be an issue, but each time a proposal is submitted to the national science foundation, every current proposal needs to be listed, and the format of the completed document must follow this. To make matters even more complicated, the output needs to be editable (in a word, excel, text, etc) format, so even HTML layouts wouldn’t be helpful.
Is there any way to utilize related tables, or embedded search result fields on document templates that allow for customized layouts?