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.
Step 1: Open the Template Designer
Please open MS Word, navigate to the www.mscrm-addons.com-tab and click on the
[Insert MailMerge fields]-button. The DocumentsCorePack Question Dialog opens. Click on the [Yes]-button in order to open the DocumentsCorePack Template Designer.
Step 2: Open the Configure Fields and Datasource dialog
In the so opened Template Designer, select the entity type you would like to work on (in our example we use Account) click on the Additional-tab and click on the
Step 4: Set the aggregation functionality
In the window that opens now, you can set certain aggregation functionalities.
The attribute-drop down menu enables you to select an attribute-field, while the aggregate/group by drop down menu provides you with an overview on which aggregation functionalities can be appied to this field.
Please note: The possible aggregation functionalities depend on the attribute-field you select.
Step 6: The result
We decided to insert a table with a header in our example. The resolved relationship has been added to our template.
Well done! Now make sure that you save your template. Then merge it with CRM data and test it if you want to. If you haven’t ever merged and/or tested a template before, please have a look at this article.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.