Is it possible to generate a word document using fields that are sourced from a record, or does that only work with advanced PDFs?

AI generated answer (using internal Slack threads):

Yes, it is possible to generate a word document using fields that are sourced from a record. However, there are some limitations and workarounds that you need to be aware of. If the field is on the record or on a joined table, you should be able to retrieve it. However, if you want to retrieve data from fields that won't appear in the PDF layouts, you'll have to create a custom field that will source the data from those fields. For example, if you want to visibly see that an invoice says “PAID”, but you weren't able to find transaction status for PDF layouts, you can create a custom field that will source from the actual “Status” field. This new custom field will then appear in the PDF layouts list. If you need to pull in custom record/sublist entries on a transaction to an advanced pdf, you can use a script to populate a long text field with whatever data you want from the inaccessible objects, then reference that field in the PDF. If you need to access a related record's sublist values in an advanced PDF template, you can dump the text you need into a JSON field on the parent record. Alternatively, you could script it with

N/render

and add the vendor bill's data as a custom data source. If you're only needing one or two fields from the vendor bill, use a custom field sourcing the data you want onto the invoice. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******