30. May 2011 16:40

Template Settings for DocumentsCorePack ( OpenXML )

Filed Under(CRM 2011 | DocumentsCorePack 2011) By cternek

This blog article provides you with a short description of the different template settings available for DocumentsCorePack (DCP) for MS CRM 2011.

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CreateActivitiesFor:
If you don't want to add the activity into the main-entity (for example, if you are generating a quote and want to save the activities to the related contact or account), then select  the related entity to which the created activity should be associated in the tree.

Syntax: Entityname, primarykeyfield. For example: contact,contact_contactid > In this case the activity will be saved to the contact.

Additionalfields:
To read out additional fields (attributes) which are not defined in the document. Say, that those fields are loaded into the template automatically (e.g id-fields...). This is very helpful when you want to send emails via DocumentsCorePack and you don‟t want the email adress to be shown on the template.

DocumentName: 
This setting predefines the name of the documents generated with this template. It is possible to use data from fields out of CRM to be part of the document name. With this it is possible to generate the document name dynamically, based on constant characters and/or values of fields .
Constant characters have to be in single quotes.
To use field values in the DocumentName, you have to write the fieldname ( schemaname ) surrounded by << and >>.

Some examples:

DocumentName possible DocumentName results
'quote-'+<<quotenumber>>.pos(4,5) quote-12345
<<customerid_account_name>>+'-'+<<quotenumber>> TestCompany-QUO-12345-KWKJQ6
   


Please note: It is important that the inverted commas are also set!

Functions:
".pos(x,y)" will insert y signs from the xth position.
".left(x)" will insert the first x – signs
".right(x)" will insert the last x signs of the string

 

SaveTo Sub-Folder:
This setting predefines the name of the subfolder generated with this template. With this setting, it is possible to save the generated document in a subfolder.
It is possible to use data from fields out of CRM to be part of the subfolder name.
That gives you the possibility to generate the subfoldername dynamically, based on constant characters and/or values of fields.

Constant characters have to be in single quotes.

To use field values in the DocumentName you have to write the fieldname ( schemaname ) surrounded by << and >>.
Some examples:

SaveTo Sub-Folder possible Subfolder results
'quote-'+<<quotenumber>>.pos(4,5) quote-12345
'invoices' invoices
   


It is important that the inverted commas are also set!

Functions:
".pos(x,y)" will insert y signs from the xth position.
".left(x)" will insert the first x – signs
".right(x)" will insert the last x signs of the string

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

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