How to add multiple text templates in Report text Dynamically

[Saravanan13]

Hello All,

I am looking to create a template using report text tool and later need to send email. Template should be created based on the account type dynamically.

Whenever there are multiple account types for a single ID then the legal docs needs to be combined and added to the template in the below format.

Template data-

Account Type	Legal Docs
Entity	1. Entity documents 2.Entity documents 3.Entity documents 4.Entity documents
Trust	1.Trust document 2.Trust document 3.Trust document
Estate	1.Estate document 2.Estate document
Individual	1. Individual document

Report text output format-

ID	Account Type	Legal Docs
12456	Entity,Trust	1. Entity documents 2.Entity documents 3.Entity documents 4.Entity documents 1.Trust document 2.Trust document 3.Trust document
5555	Entity,Trust,Estate	1. Entity documents 2.Entity documents 3.Entity documents 4.Entity documents 1.Trust document 2.Trust document 3.Trust document 1.Estate document 2.Estate document
666666	Entity	1. Entity documents 2.Entity documents 3.Entity documents 4.Entity documents
4444444	Individual	1.Indvidual document
222222	Individual,Trust	1. Individual document 1.Estate document 2.Estate document
7777777	Indvidual,Entity	1. Indviidual document 1. Entity documents 2.Entity documents 3.Entity documents 4.Entity documents

[stataltgee]

@Saravanan13 shouldn't this be "trust document" in below cell? Also you haven't added the ID for 'trust' account type. Is it not there in the output? 

222222

Individual,Trust

1. Individual document 1.Estate document 2.Estate document

[Saravanan13]

yeah you are correct, Its a copy paste error. can you assist on this please