11. September 2012 13:05

Filter linked entities: .docx templates

Filed Under(CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011) By pofner

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 MSCRM-ADDONS.com 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|<<ID of the user who should use the filter>>|<<the logical name of the starting entity of the template>>|<<ID of the record (of template starting entity) for which the filter should be used>>|<<logical name of the linked entity which should be filtered>>|

•    Example



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

•    Structure

    <entity><<logical name of the linked entity which should be filtered>></entity>
        <value><<ID of linked record which should be shown>></value>
        <value><<ID of linked record which should be shown>></value>

•    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

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

Tags: ,

Tag Cloud

This will be shown to users with no Flash or Javascript.

Page List