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Filter linked entities: .docx templates

It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.
This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.

To achieve this, you have to create a new record of the MSCRM-ADDONS.com User/Temp Settings entity containing a filter.

Name
Use the Name-field to define for which user, entity type and record ID the filter should be used.

•    Structure

AMPreFilter|<>|< >|<>|<>|

•    Example

AMPreFilter|{DC9B80F8-C781-46D8-9FD6-A3B610836975}|account|{7b069E5412-84F6-E111-977B-00155DC8AE09}|contact|

 

Value
Use the Value-field to define the IDs of the linked records which should be shown in the template.

•    Structure


    <>
   
        <>
        <>
        …….
   

•    Example


    contact
   
        {12E5214A-88BF-E111-A7C1-00155DC8AE09}
        {12E5214A-88BF-E111-A7C1-00155DC8AE09}
   

 

Please note: The IDs must be in upper case and must contain brackets.

During each merge process of .docx-templates, the DocumentsCorePack Client and the AutoMerge addon both look for a suitable filter.
If such a filter is found, only linked records with a matching ID will be shown. The filter is deleted afterwards.
The usual merge process remains unchanged.

Example

Here you can see an account named ptm EDV-Systeme. It has several contacts related.

Figure 1: Account with related contacts

 

When we use the following filter, only contacts that match the GUIDs in the filter will be shown in the result document.
The defined user-GUID and the user running must match as well.

Figure 2: Example for an applied filter

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




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