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! https://www.mscrm-addons.com/Bloghttps://www.mscrm-addons.com/Blog/PostId/10146/how-to-add-a-current-user*General*,DocumentsCorePack (DCP),DCP 365,DocumentsCorePack 2015/2016Mon, 20 Aug 2018 12:16:59 GMT<p><span style="font-size: 16px;">This article outlines how to add fields from the current / executing user to a Template.</span></p> <p><span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="font-size: 16px;">Click on &ldquo;Insert MailMerge Fields&rdquo;</span></p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Insert MailMerge Fields" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure1.png" style="background-color: #ffffff;"> <img alt="Insert MailMerge Fields" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure1.png" /> </a> </div> <em>Figure 1: Insert MailMerge Fields</em> </div> <p>&nbsp;</p> <p><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>Navigate to &ldquo;Additional&rdquo; and select &ldquo;User Info&rdquo; in the DropDown-Menu for &ldquo;Add Relationship / Entity&rdquo;</p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Navigate to “User Info”" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure2.png"> <img alt="Navigate to “User Info" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Navigate to &ldquo;User Info&rdquo;</em> </div> </div> <p>&nbsp;</p> <p><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span>You have now added a new relationship to the &ldquo;User&rdquo; record, which presents fields from the current user /executing user</p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New relationship" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure3.png"> <img alt="New relationship" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure3.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: New relationship</em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong><span>That&rsquo;s it!</span></strong><span style="background: white;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;">&nbsp;</span><span style="padding: 0cm; border: 1pt none windowtext; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></span></p>10146