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Filter linked entities: .docx templates

It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.
This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.

To achieve this, you have to create a new record of the User/Temp Settings entity containing a filter.

Use the Name-field to define for which user, entity type and record ID the filter should be used.

•    Structure

AMPreFilter|<>|< >|<>|<>|

•    Example



Use the Value-field to define the IDs of the linked records which should be shown in the template.

•    Structure


•    Example



Please note: The IDs must be in upper case and must contain brackets.

During each merge process of .docx-templates, the DocumentsCorePack Client and the AutoMerge addon both look for a suitable filter.
If such a filter is found, only linked records with a matching ID will be shown. The filter is deleted afterwards.
The usual merge process remains unchanged.


Here you can see an account named ptm EDV-Systeme. It has several contacts related.

Figure 1: Account with related contacts


When we use the following filter, only contacts that match the GUIDs in the filter will be shown in the result document.
The defined user-GUID and the user running must match as well.

Figure 2: Example for an applied filter

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