This feature offers the possibility to set a filter for DocumentsCorePack templates. Templates are filtered based on the template-group they are assigned to. Applying filter limits, the available templates are grouped in template-groups. This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.
To take advantage of this feature you need at least both of the following versions:
- DocumentsCorePack Server for MS CRM 2011 5.36
- DocumentsCorePack Client for MS CRM 2011 5.73
It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.
This article covers both:
1) Calling the plugin
2) Handling the result
Attached, you can find the full library for download.
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.
Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.
Each product installs the following entities in CRM:
The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.
The features allow you to select templates directly with the [Print in Word]-button.
To take adavantage of this feature you need at least the following version:
- DocumentsCorePack Server Version 5.25
- DocumentsCorePack Client Version 5.57
The below desribed methods are part of the ptm_dcp_custombuttonactions.js-web resource. More information on this resource can be found here. The comments and the code for one example of this resource are added below.
e.g., you can predefine a template that should be always used to perform the merge.
The following article contains a description of how to change, modify and extend this feature.
Please select the product and CRM version form the table below and follow the link to get redirected to a description of how to debug.