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Aggregated fetches are a useful functionality when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack. This article provides you with a step-by-step tutorial on how to work properly with aggregation.
This article outlines the basics of aggregation, a functionality of Microsoft Dynamics CRM, that we have integrated in our Template Designer.
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The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalitites can be expanded to insert not only static documents, but also subtemplates. In the course of this article, you will learn how to do so.
First of all, you need to open two templates, but you could also create two totally new ones. Learn which fields can be added to a template here. However, you need one for your main entity and one for your subentity. They are the base for all further actions.
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With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields.