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Document Publisher and Cases Related to a Project

I am having some difficulty getting the template correct to pull the related cases for a project.  I have tried many different combinations after having read the documentation and nothing seems to work.  I get the error "Project does not contain the field ..." for everything I've tried so far.  What am I missing?  The "manual" gives examples that do not include cases, but based on the requirements for related, cases should work.  Are there any other reference tools I can use?  Or better yet, anyone have an example that is pulling the related cases from a project?

Jen Bran Answered

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Thanks! That's pretty much what I ended up doing.  I downloaded the file and altered it to be used for my purpose.  Incidentally, when I wrote the exact same comments in a fresh word document using the same table structure it didn't work.  But the exact same thing in the PPR template altered for my purpose did.  Whenever I open the template from the PPR document it asks me to enable macros.  Is there something about the file that is special and I should always use it as my starting point rather than a fresh word (docx) document?

Jen Bran 0 votes
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Hi Jen,

 

Yes it is not a regular document, it has macros in it which perform the API calls to Clarizen and populate the value in the tables.

 

Regards,

Tamir

Tamir Avital 0 votes
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Ok thanks. Then I highly recommend you include a "template" in your document directions to make it super clear.  I don't remember reading that specific instruction.

Thanks for the help.

Jen Bran 0 votes
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