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!


Insert a static document subtemplate

The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalities can be expanded to insert not only static documents, but also sub-templates. 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 sub-entity. They are the base for all further actions.

Step by Step description on how to create a sub template to a static document

Step 1: 
Create the template for your main entity and the sub-entity.
(In our example, the main template is based on the entity Account and the sub-template is based on the entity Contact.) 

Step 2:
Build up a relationship between the entity of the sub template and the main template. To do so, open the DocumentsCorePack Template Designer with a click on 
the [Insert MailMerge Fields]-button, switch to the Additional tab and click on Add Relationship/Entity. There, select All contacts.     

Figure 1: DocumentsCorePack Template Designer

Step 3:
Now navigate to the Insert Button > Insert Static Item > Static Document within the Template Designer. The following dialog will pop up:

Figure 2: Static document properties

Within the Static Document-dialog,

- Select the GUID field of the related record.
  (in our example, this is Contact ID
- Check the checkbox next to Provide the selected field as Parameter in order to enable  
  the sub-template to be merged with the GUID.
- Click on the [Select Document]-button in order to select the static document you would like to insert
- Click on the [OK]-button in order to proceed. 

If you go back to your main template, you will note that the following field has been added to it:

Figure 3: Main template - additional field

Congratulations! You have created your very first static sub-template!
Our result looks like this in the merged template:

Figure 4: Result

Please note: If a sub document is inserted within a table some limitations of Word apply. Elements and controls that are part of the sub document which can not be part of a table might cause unexcpected behaviour. (e.g. page breaks)

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




Comments are closed.