News.mscrm-addons.com Blog

How do I set a color-code range for SmartBar buttons?

Fri, 30 Jun 2017 13:56:25 GMT

With version 2016.112 we introduce some major features for SmartBar, which allow a smoother handling of count/color based buttons and an easier handling of multiple views. For further information on how to add navigation buttons to system views, have a look at this article.

Count/colour based buttons

With version 2016.112 or higher, it is possible to color code SmartBar buttons and to set a range on SmartBar buttons.

The result looks like this. You may add as many buttons as you wish. However, the button's range must be set in an ascending order.

CreatemultipartXML: Concatenate documents (advanced)

Wed, 31 May 2017 17:05:48 GMT

This article outlines how to concatenate documents on an advanced level based on CreatemultipartXML.

Step 1:
First of all, please create a new workflow. If you haven't created a workflow yet, please have a look at this article. Next, add a new step to your workflow, called CreateMultiPartXml.

You are now provided with the properties overview.

There are3 possible ways to add files here that should be concatenated.

1) Create a new file based on a document:

MSCRMADDONScomGeneral.zip failed to import

Wed, 31 May 2017 16:47:53 GMT

This blog article outlines how to handle this error message when importing MSCRMADDONScomGeneralzip failed to import.

If you see this error message, please import the solution manually. To do so, follow the below steps:

1) Navigate to Settings in your Microsoft Dynamics 365 application and open the Solutions with a click on it.

2) Click on the [Import Solutions]-button in order to open the Select Solution Package-window.

3) The Select Solution Package-window opens. Click on the [Browse]-button and import your required solution.

After the manual import: Should you still receive an error message, please send a screenshot of that error message to our support team.

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

AttachmentExtractor Revert Button in ActivityToolsPluginExtension

Tue, 23 May 2017 16:22:12 GMT

This article outlines how to use the retrieve once extracted .url files with the AttachmentExtractor [Revert]-Button.

Requirements: AttachmentExtractor (for further information on AttachmentExtractor, click here)
ActivityToolsPluginExtension solution (learn more about this solution here)

Please note, that the [Revert]-button is only visible if you work with an e-Mail in draft mode and and if a .url file has been attached previously.

For example: Imagine, you have extracted an e-Mail attachment to, e.g. SharePoint via AttachmentExtractor a few weeks ago. Now imagine, you would like to forward this particular e-Mail with the previously extracted attachment. To do so, you will only have to press the [Revert]-Button (see figure 1) and you will be able to forward the e-Mail including all previously extracted files. Please note that all non-.url-files will be left untouched.

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

How to concatenate documents (Online)

Mon, 10 Apr 2017 16:42:17 GMT

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 ❶ a name that reminds you of what it contains. Second, click on the [Set Properties]-button ❷ 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:

❶ 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')

❷ 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.

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

❹ 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

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

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

Mon, 03 Apr 2017 11:24:47 GMT

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.

How to integrate SharePoint with CRM and MS Dynamics 365

Tue, 21 Mar 2017 16:28:49 GMT

This article outlines how to integrate SharePoint with CRM. It is valid for CRM 2013 and higher. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically.

Step 1: Please open the Document Management Settings. To do so, navigate to Settings > Document Management and click on Document Mangement Settings.

Recap: eXtreme365 in Lisbon

Mon, 20 Mar 2017 14:31:41 GMT

There are no strangers here; only friends you haven’t met yet.
- William Butler Yeats

This year's eXtreme365 was really an eXtreme event. Open for partners and customers for the very first time in history, the event had more attendees than ever before. The atmosphere at eXtreme365 was perfect, which was not only due to the well selected 5-star location, but also to the excellent speakers and truly informative sessions.

Figure 1: eXtreme365 logo and beautiful Lisbon

There is no such town for an event like Lisbon - the picturesque, ever-changing and vibrant city reflects the spirit of Microsoft Dynamics 365 like no other.

Figure 2: Lisbon - photo gallery

Amazing keynote speakers, small group sessions, gripping speeches and lots of networking opportunities converted this event into a Microsoft Dynamics 365 festival.
It was really great to hear, that Microsoft will focus on AppSource, because since its launch, our add-ons are represented on AppSource. We know the platform as the
perfect market for our solutions.

Figure 3: eXtreme365 - Photo Gallery

Also, we had the chance to present our solutions and ideas in front of a responsive audience. Michael Dohr outlined excellently why working with partners it the key to success. He highlighted the values and benefits of our partner network, as well as the main advantages of our solutions for Microsoft Dynamics 365.

Figure 4: ISV-session on partner success

All in all, the event was a complete success for partners and customers.

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

mscrm-addons.com scheduler error handling

Mon, 13 Mar 2017 11:03:49 GMT

If the scheduler does not work probably, you usually get an e-mail with an included link that starts with

ERROR_Scheduler…

The link contains further information about the scheduler entity that has been harmed. In order to find out what is wrong, please click on 'Details' and look at the 'Debug message'-field and the 'Message'-field at the bottom of the scheduler. If the left one is empty, it is OK. The right one is filled anyway. If an error message is displayed in both fields, your fetch or workflow is incorrect. In that case, please copy the information from both fields and send an e-Mail to support@mscrm-addons.com.

Figure 1: MSCRM-ADDONS.com scheduler with error message

Please note: If you do not get an e-Mail with the error-message, you must open the scheduler manually. To do so, please follow this blog article (but do not activate the scheduler) and please proceed as above shown.

Furthermore, you have the possibility to check the background processes. To do so, please open the drop-down menu and click on Background Processes in the Process Sessions-section.

Figure 2: Open the Background Processes

Next, open the MSCRM-ADDONS.com scheduler process from the list you are provided with.

Figure 3: Open the MSCRM-ADDONS.com scheduler

In the so opened window, you get some further information about the scheduler error.

Please note: If the window is empty, the scheduler will not work anymore, no matter what you do.
In that case, the only possible way to solve the problem, is to create a new scheduler with the same values and to check if the background processes are available in the newly created scheduler. Also, please delete the old scheduler.

If the window looks similar to figure 4, please follow the below steps:

Figure 4: Further information about the scheduler

If you get an error message again, please restart the process.
If the problem continues, please click on Details to show the specific error message.
Copy all information from the details field and send an e-Mail to support@mscrm-addons.com.

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

How to add the MS Word properties in DocumentsCorePack Client

Fri, 10 Mar 2017 13:14:22 GMT

This blog article outlines how to add the Microsoft Word properties for the DocumentsCorePack Client.

Usually, there is no need to activate additional properties for the DCP Client. However, there are some exceptional cases, when the additional MS Word properties must be activated.

Please note: you must NOT change the MS Word properties without permission in this case. But if you have already got the permission from our support team or one of our developers, please follow the below instructions.

First of all, please open the MS Word properties.
To do so, open the template you would like to add the MS Word field-properties and open the File-tab in the Microsoft Word CommandBar.

Figure 1: Open the file-tab in MS Word

Next, click on the Properties-drop down menu ❶ in the Info-tab. Then, select Advanced Properties ❷. And finally, insert the Name ❸ and Value ❹ of the property into the corresponding field and click on the [OK]-button. Please note: The values for the name-, as well as for the value-field, will be provided by our support team.

Figure 2: Insert a new MS Word property

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

How to enable debugging for PowerSearch in MS Dynamics 365?

Wed, 08 Mar 2017 16:52:26 GMT

This blog article outlines how to activate debugging for PowerSearch. Please note: This step-by-step tutorial information refers to Microsoft Dynamics 365 only!

1) Please navigate to Settings > MSCRM ADDONS and click on PowerSearch.

Figure 1: Click on PowerSearch

2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'.

Figure 2: Enable debugging

Once activated, you can use the buttons at the right side to modify the debugging process.

Clicking on the [Show]-button displays all logs that were generated during the last xx hours.
A click on the [Download]-button allows you to download the log-file (.xml).
The [Delete]-button enables you to delete the log-files.

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

How to enable debugging for SmartBar in MS Dynamics 365?

Wed, 08 Mar 2017 16:47:24 GMT

This blog article outlines how to activate debugging for SmartBar. Please note: This step-by-step tutorial information refers to Microsoft Dynamics 365 only!

1) Please navigate to Settings > MSCRM ADDONS and click on SmartBar.

Figure 1: Click on SmartBar

2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'.

Figure 2: Enable debugging

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

How to enable debugging for ActivityTools in MS Dynamics 365?

Wed, 08 Mar 2017 16:32:50 GMT

This blog article outlines how to activate debugging for ActivityTools. Please note: This step-by-step tutorial information refers to Microsoft Dynamics 365 only!

1) Please navigate to Settings > MSCRM ADDONS and click on ActivityTools.

Figure 1: Click on ActivityTools

2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'.

Figure 2: Enable debugging

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

Dialing rules for TelephoneIntegration Client users

Tue, 07 Mar 2017 12:40:55 GMT

Dialing rules are used to define telephone numbers and number masks for calls (regional, national and international). Each dialing rule determines the types of calls that can be made. Supported by two examples, this article outlines how to correctly configure the dial rule entry when using TelephoneIntegration (TI) Client.

The following 4 numbers are crucial when creating a new dialing rule in TI Client. So it is very important that you know your
CountryCode
ExitCode
AreaCode
TrunkCode

Example 1
Before we create a dialing rule for Graz, Austria we need to know, that the following rules apply for that country/town:
CountryCode = 43
ExitCode = 00
TrunkCode = 0
AreaCode = 316
OutsideAccess = 0
Please note: The OutsideAccess number depends on the local companies' phone system, which means that it can vary.

Example A:
We want to contact someone in Graz. (0316/123456789)
So all we need to dial is the OutsideAccess + the telephone number
The number we would have to dial is 0 123456789.

Example B:
We want to contact someone in Salzburg, which is an Austrian city (famous for Mozart). (0662/123456789)
So all we need to dial is the OutsideAccess + the TrunkCode + Salzburg's Area Code + the telephone number
The number we would have to dial is 0 0 662 123456789.

Example C:
We want to contact someone in Atlanta, Georgia. (0404/123456789)
So all we need to dial is the OutsideAccess + Austria's ExitCode + the USA CountryCode + Atlanta's Area Code + the telephone number
The number we would have to dial is 0 00 1 404 123456789.

Example 2:
Before we create a dialing rule for Atlanta, Georgia (USA) we need to know, that the following rules apply for that country/town:
CountryCode = 1
ExitCode = 011
TrunkCode = 1
AreaCode = 404
OutsideAccess = 9
Please note: The OutsideAccess number depends on the local companies' phone system, which means that it can vary.

Example A:
We want to contact someone in Atlanta. (0404/123456789)
So all we need to dial is the OutsideAccess + the telephone number
The number we would have to dial is 9 123456789.

Example B:
We want to contact someone in New York (famous for the Statue of Liberty). (0917/123456789)
So all we need to dial is the OutsideAccess + the TrunkCode + New York's Area Code + the telephone number
The number we would have to dial is 9 1 917 123456789.

Example C:
We want to contact someone in Graz, Austira. (0316/123456789)
So all we need to dial is the OutsideAccess + the US ExitCode + Austria's CountryCode + the Area Code of Graz + the telephone number
The number we would have to dial is 9 011 43 316 123456789.

How to activate dialing rules in TI Client?

This example outlines how to create a settingskey for a number that is from the United States. If you haven't created a settingskey yet, please have a look at this blog article. To enable this logic, you must create the below settingskey:

HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient2011
String value: BasicPreprocessing
Data value: true

The US has the country code 1, the exit code 011 and the trunk code 1. So, we must add 2 new registry string values:

String Value: TrunkCode
Data Value: 1

String Value: ExitCode
Data Value: 011

As soon as you have finished, do not forget to save your settings and restart the TelephoneIntegration Client.

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

How to delete metadata in DocumentsCorePack

Thu, 02 Mar 2017 12:26:12 GMT

This article outlines how to delete metadata in DocumentsCorePack.

Please note: It is important to close the DCP dataprovider and all open MS Word instances before you proceed.

Step 1: Open the metadata save location
To do so, please open the Windows Explorer and look for %appdata%\DCP\metadata. In this folder you will find a directory with your CRM organizations' name.

Figure 1: Look for metadata in the Windows Explorer

Step 2: Delete the metadata
Please delete all the files in that folder.

Figure 2: Delete metadata

Step 3: Restart MS Word and the DCP dataprovider
Last but not least, restart MS Word and the DCP dataprovider. Please learn how to restart the dataprovider here.

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

How to restart the DocumentsCorePack dataprovider

Thu, 02 Mar 2017 11:40:50 GMT

This article outlines how to restart the DocumentsCorePack dataprovider properly.

Please note: Before you restart the dataprovider, make sure that all MS Word instances, as well as the DCP dataprovider itself, are closed!

Step 1: Close the DocumentsCorePack dataprovider
To do so, simply right click on the DCP dataprovider itself. In the so opened overview, click on the [Close]-button.

Figure 1: Close the dataprovider

Step 2: Restart the DCP dataprovider
Next, look for the DocumentsCorePack dataprovider in the start pane and click on it in order to restart the service.

Figure 2: DCP dataprovider restart

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

SharePoint path limitation avoidance

Tue, 21 Feb 2017 16:18:08 GMT

SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414. This article outlines how to avoid this error.

Minimum requirements: AttachmentExtractor v.124 and/or DocumentsCorePack v.167 or higher

mscrm-addons products offer several default ways to shorten SharePoint paths:

1) We provide you with a default shortening to a maximum of 30 characters + GUID for each folder name.

2) We provide you with a default shortening to a maximum of 30 characters + GUID for each file name.
3) ShortIDs: We create a 6-characters ID alternatively to the well-known 36 GUIDs of Microsoft Dynamics 365 (CRM).
4) Use an alternative field for the generation of paths. (e.g. instead of account name we can use a unique account number field)

Please note: Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.

How to activate a ShortID for AttachmentExtractor

1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings.
Please note, that you must replace [YourServiceName] with your individual service name:

HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]

2) Next, set UseShortID to true.

3) To define the cutting, you will have to create a new settingskey. If you have not created a settingskey yet, please have a look at this article.

Depending on which item you would like to customize, please enter the following settings:

For the maximum SharePoint folder name length:
SPMaxFolderLength: [number of characters that should remain]

For the maximum SharePoint file name length:
SPMaxFileLength: [number of characters that should remain]

For the minimum SharePoint file name length:

SPMinFileLength: [minimum number of characters that should remain]
Please note: The file extension is never cut!

Let us pretend, the minimum filename length set is 77.

If the actual file length is, for example, 80, you will receive an error message.

For the SharePoint folder name attribute:

SPFolderNameAttribute: enittyschemaname;attributename|

How to activate a ShortID for DocumentsCorePack

Creating a ShortID for DocumentsCorePack is easier than creating one for AttachmentExtractor. Simply navigate to Settings > DocumentsCorePack in your Microsoft Dynamics 365 (CRM) application.

Here, please add/enable the following options:

Use short Documentation Logic:
This setting cuts SharePoint path automatically.

SharePoint folder maximum length:
This setting cuts SharePoint folder names that are longer than a certain amount of characters.

For further information on how to correct SharePoint paths exceeding the limitations, please have a look at this blog article.

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

Call recording feature for TelephoneIntegration

Mon, 20 Feb 2017 16:11:43 GMT

TelephoneIntegration Client offers the possibility to record and store phone calls in Microsoft Dynamics 365 (CRM). This article outlines how to use this feature.

Please note: The feature only works with SIP Client and was built as an 'always store'-option

How to activate the call recording feature
First, please make sure that you have a local registry key called 'PhoneActionMode' with the value 'true' under
HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient 2011

If you do not have it, simply create a new settingskey.
To do so, please navigate to Settings > MSCRM-ADDONS.com Products and select TelephoneIntegration with a click on it.

Next, click on the [Add New MSCRM-ADDONS.com Settingskey]-button in the command bar.

In the so opened window, insert the following data:

Name PhoneActionMode
IsCached Yes
KeyValue True

For some more detailed information on how to create a settingskey manually, please have a look at this blog article.

This action creates a new context menu item called 'Phone Action > Record'.

How to use the call recording feature
This action creates a new context menu item called 'Phone Action > Record'.
In order to activate the record functionality, simply click on record whenever you would like to record a call.

Figure 1: Phone Action > Record

At the end of the call, a new generated folder called 'Archive' will contain a new .wav file (including the call recording). Usually, CRM will store the recordings in the registry where you can find the log files as well. Additionally, the so created audio file is automatically uploaded to the correspondent phone call and saved as a note.

The file's name is built up as follows:

636232020958872265_031668088034.wav
TIMESTAMP_PHONENUMBER.fileformat

Figure 2: Recorded conversation

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

How to use TelephoneIntegrations' Smart Find feature

Mon, 20 Feb 2017 13:12:00 GMT

This article outlines how to use the Smart Find feature of TelephoneIntegration. This feature facilitates the find of all extensions related to an account when receiving an incoming call. It can be used occasionally or activated for permanent use.

Purpose of the Smart Find feature
Once the TelephoneIntegration Smart Find feature is activated, it permanently resolves numbers that are related to an incoming call.

Figure 1: Without Smart Find -Incoming call (main number: 680880) with extension (21) NOT resolved

Figure 2: With Smart Find - Incoming call (main number: 680880) with extension (21) resolved

For example:

You receive a call from the number 0316 68088021.
0316 680880 = main number
21 = extension

The main number is saved in your CRM, but the extension is not. This is why TelephoneIntegration usually resolves the number 0316 68088021 as an unknown number.

When activating the Smart Find feature (no matter if occassionally or permanently), TelephoneIntegration will provide you with the extension that is saved in CRM for this particular number.

How do I activate the Smart Find feature?
The SmartFind can be activated occasionally or permanently.

In order to activate it on occasion, simply click on Search Potential in the Context menu.

Figure 3: Ocasionally activated Smart Find

In order to activate it permanently, simply navigate to the Advanced-tab in the TelephoneIntegration Settings and check the activate search for potential matches-checkbox in the Search for potential matches-section. Next, click on the [Save]-button.

Figure 4: Activate Smart Find permanently

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

How to add a filter to a relationship in DocumentsCorePack Template Designer

Thu, 16 Feb 2017 12:40:42 GMT

This step-by-step-tutorial outlines how to add a filter to a relationship in DocumentsCorePack Template Designer. Usually, the simple creation of a relationship is enough, but sometimes, it can happen that you need to add a certain filter to a relationship.

For example, imagine you would like to create an overview that shows which products you have in stock.
So, you could create one template listing all products where the amount is greater than 0 and one template where the amount is exactly 0.
In order to refine your result, you could additionally create a template that lists all products with an amount greater than 500.

In this tutorial, we will show you how to create add a filter to a relationship, so that the result will only return products with an amount greater than 500.

Step 1: Create a new template
If you haven't created a template yet, please have a look at this blog article.

Step 2: Create a relationship
If you haven't added an relationship yet, please have a brief look at this post.

Step 3: Add a filter to a relationship
Once the relationship is created ❶, navigate to filters and click on the [Add]-button ❷.
Next, select which type of filter you would like to add (AND / OR) (here we use AND) ❸.
Then, click on the lower [Add]-button ❹. This behavior opens a new window.
In the Condition-window ❺, select a matching attribute (here: Amount), an operator (here: greater than) and a value (here: 500) and click on the [OK]-button.

Figure 1: Add a filter to a relationship

That's all you have to do. Simply return to the Template Designer with a click on the [OK]-button in the Configure Fields and Datasource-window in order to proceed.

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