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!


How do I create dates with ordinals with DocumentsCorePack field properties?

Ordinal numbers are words representing position or rank in a sequential order. The order may be of size, importance, chronology, or else. These numbers may be written in English with numerals and letter suffixes: 1st, 2nd, 3rd, 4th, 5th etc. Because ordinal numbers can be an important part of documents, we have created a possibility to add ordinal numbers to templates. This step-by-step tutorial describes how to utilize an already prepared field function in your template(s) in order to place ordinals. 

Please note: This article requires an already created template. If you haven't created a template yet, please have a look at this article.  The attached document is as well a template that can be merged with an account. If you haven't merged a template yet, please have a look at this article

Ordinal numbers template  

Step 1: Enable the field codes of your template

Open your template. If you are not seeing the field codes in this template, simply hit 'ALT'+'F9' on your keyboard to toggle the view. General information about field codes can be found here.

Step 2: Delete the current field used

Place your cursor in the <<createdon_ovalue>> and hit “delete field” in our ribbon.
This is how the <<createdon_ovalue>> looks like once it is extended:

Step 3: Copy the whole block an past it into your template 
Copy the block from the actual attached document only. Just copy  and pasting the above text will not work!

Step 4: Insert a field of your choice
Now replace the <<createdon_ovalue>> field by a field of your choice. You could add a data field or any other numeric field from the Template Designer TreeView. In this case, only the day is displayed. 

Step 5: Open the field properties
Next, please open the field properties with a right click and insert a 'd' into the Format field. 


Figure 1: Field properties

Please note: Sometimes, it can be necessary to add the month and year after the ordinal as well. In that case, simply add another date field again behind the ordinal and insert the required field properties. Learn how to insert fields here.  As the day is already represented as ordinal, you only have to apply a format that displays the month and year (For example, MMMM yyyy). Get more information on how to custom date and time formats here

For all the hardcore geeks who would like to get more information about the technical background of the function, please have a look at this article

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

 




Comments are closed.