Hi,

When you create mail merge document using Workflow. There is no option to set the Document Type on this screen. However to set the Document Type, we can use the Execute SQL workflow action. Here are the steps that you need to do set the Document Type for the merged document.

Consider you are merging a document for Case entity.

1. Add a new workflow action and copy below query in sql statement

            update Library set Libr_Type = 'Proposal'

            where Libr_LibraryId =

            (

                        select top 1 Libr_libraryId from Library (nolock)

                        where Libr_CaseId =#Case_CaseId#

                        order by Libr_LibraryId desc

            )

1. Set the Order as 2. (set order 1 for Mail Merge Document workflow action.)
2. Save the workflow and Activate Workflow.

Hope this helps!

Sincerely,

Dinesh

Dinesh that is a good idea - I'll put that into the workflow and I'm sure it will work. Thanks for the assistance.