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How to concatenate documents (Online)

This article outlines how to concatenate different documents in one single document in DocumentsCorePack Online. 
Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatenated documents. If you haven't created a workflow in Microsoft Dynamics 365 Online yet, please have a look at this article.    

After you have created two or more documents you would like to concatenate, you may want to give your newly created step  a name that reminds you of what it contains. Second, click on the [Set Properties]-button  in order to define the steps’ settings. 

The next window provides you with the ConcatenateDocument Properties.

Figure 2: Create MSCRM-Addons.com AutoMerge Working item 

The ConcatenateDocument properties provide the following possibilities:

 Name & AutoMergeAction
Please name the AutoMergeWorkingItem, e.g. Concatenate Quote 1 and 2. 
In the AutoMergeAction field, please select what you would like to do with this workflow (in this case 'Concatenate')

 Document1Guid & Document2Guid 
Document1Guid: This lookup provides the possibility to select the document which should be concatenated. You can select an existing document by clicking on the lookup button, but you can as well use a document created in this workflow before (as it is shown in this example).
Document2Guid: Offering the same functionalities like Document1Guid, this is the Document GUID for the second document you want to concatenate.

 UpdateFields & OutPutFileFormat
UpdateFields: Check true if you want to make sure that all the Word fields are updated once again after the merge process.
OutPutFileFormatThis option enables you to define the output file format for the result document.  

 Owner & PrimaryRecordUrl
Owner: Optionally, you can enter an owner of the document here.
PrimaryRecordUrl: In this document, you can enter a PrivmaryRecordURL if you would like to by using the Form Assistant on the right side. Please find more information on the PrimaryRecordUrl functionality, please have a look at this article

❺ CombineType
You can use the CombineType to specify how document B will be inserted in document A. 

The following values are available for CombineType:

CombineType = 0 
The formatting of document A will be applied to document B. 

CombineType = 1
The formatting will be retained. 

CombineType = 2
Does the same as CombineType = 0. In addition, the link to the previous section will be disconnected here (disconnects your header or footer from the header or footer in the previous section).

CombineType = 3
Does the same as CombineType = 1. In addition, the link to the previous section will be disconnected here (disconnects your header or footer from the header or footer in the previous section).

CombineType = 99
The content of document B will be inserted at the end. 

Please notice: You have to fill in a CombineType - otherwise, there will be an error. 

[OPTIONALLY: If you want to concatenate more than two documents, simply repeat the above steps. As for the sequence: If you create a new step, the already concatenated documents will always be the first in line. All further documents will be concatenated in a consecutive order.] 

❻ [Save and Close]-button
Once you have finished, do not forget to save your changes! 

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

 

 


You have to fill in the field CombineType, otherwise there will be an error
You have to fill in the field CombineType, otherwise there will be an error

In addition, the link to the previous section is deactivated here.
In addition, the link to the previous section is deactivated here.
In addition, the link to the previous section is deactivated here.
In addition, the link to the previous section is deactivated here.
In addition, the link to the previous section is deactivated here.
In addition, the link to the previous section is deactivated here.
In addition, the link to the previous section is deactivated here.
In addition, the link to the previous section is deactivated here.
In addition, the link to the previous section is deactivated here.



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