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.

Name
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

AMPreFilter|{DC9B80F8-C781-46D8-9FD6-A3B610836975}|account|{7b069E5412-84F6-E111-977B-00155DC8AE09}|contact|

 

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

•    Structure

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


•    Example

<filter>
    <entity>contact</entity>
    <values>
        <value>{12E5214A-88BF-E111-A7C1-00155DC8AE09}</value>
        <value>{12E5214A-88BF-E111-A7C1-00155DC8AE09}</value>
    </values>
</filter>

 

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.



Example

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