mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


Insert Condition Fields (Dynamics 365)

The Condition field functionality property allows you to define dynamic content
that is either displayed or removed from the final document based on a certain condition.
This webinar also covers this topic in detail.
A condition block is represented by a  placeholder in the template and is also called content control (1).
The following step by step description will show you how to insert a condition field
with the DocumentsCorePack Client in your template.

The example below shows a template that contains two conditions fields (if else)
and the result with the one remaining field.

 

If you are not sure how to get to the insert fields option, please take a look at this article first.
  1. Use the Condition field option

     

  2. Give your condition a descriptive name.
    A descriptive name makes it easy to re-use existing conditions in a template.

     

  3. Configure the setup of your condition fields
    Enable or disable the automatic creation of an else block (1).
    If an else block is created you can define the layout of the
    inserted condition fields (2)(3).
    Figure 4: Condition field layout options
    Below you can see an example of the two formatting options when using an else block. 
    The else block is inserted next to each other (1) and below each other (2).

     

    PLEASE NOTE: A else block is always the negated version of your real condition.
    You always can identify such an element by the prefix "<!>" before the actual name.

  4. Create your condition with the condition designer
    The condition designer has a similar look and feel
    as the Advanced find in Dynamics 365. 
    A more detailed description of the condition
    designer can be found here

     

  5. Apply with [OK]
    After you applied with [OK] a placeholder (ContentControl) with the name of your condition
    is inserted. This is the "IF" block, if you also selected to insert an "ELSE" block you will find a second placeholder
    (F7-1). Within this placeholder, you can set your custom text block

     

     

  6. Special functionalities

    1) Re-use an already existing condition. 
    Use existing condition (1) allows you use the same condition for several fields in the template.
    So also if you change the condition (4) it will be applied to all other fields that 
    use the condition with the same name.

    2) Copy an existing condition
    If you have variations of the same condition in your template you can use
    "Copy and New" (2) on existing condition. This action will create a new condition that does not share
    the condition with other fields you have already inserted.

    3) Negate condition (3)
    This option inverts a condition. Each automatically inserted else block is the inverted version
    of your created condition.

     

  7. Save your template
    Before you can use or test your template you have to save it.
    Either you save your template locally with the standard Save or Save as
    the functionality of Word or you use the Save template-option of the
    DocumentsCorePack client in order to publish the template to Dynamics 365.

  8. Test your template [optional]
    As you have made changes to your template you might want to test them quickly.
    A step by step description of how to test your template can be found here.

Related Topics:
Insert a Hyperlink

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




Comments are closed.