28. May 2014 16:46

How to add the [Create Document]-button manually

Filed Under(CRM 2011 | DocumentsCorePack 2011) By Jin

This article outlines how to add the DocumentsCorePack (DCP) [Create Document]-button for MS CRM 2011 to your form. 

Requirements: DocumentsCorePack for MS CRM 2011, Ribbon Workbench for CRM 2011

...

To add the button, you must install the Ribbon Workbench for CRM 2011. (which can be downloaded here

Please find the manuals here:

 

Result: Once added, the [Create document]-button looks like shown in Figure 1. 

clip_image038

Figure 1: [Create Document]-button added to the account entity


How to add the DocumentsCorePack [Create Document]-button

First, open CRM and create a new solution. To do so, please navigate to Settings > Solutions. Name the solution as you wish. 

clip_image002
Figure 2: newly created solution form

Once saved, the form will reload. Click on the [Add Existing]-button and Entity.

clip_image003
Figure 3: [Add Existing]-button

In the next window, select the entity to which the DCP-Button should be added (here: Account). Then click on the [OK]-button. 

clip_image005
Figure 4: Select the enitity to which the button will be added

On the next page select the No, do not include required components-option and click on the [OK]-button.

clip_image007
Figure 5: Missing Required Components-window

Next, click on the [Add Existing]-button again. But this time, please select Webresource.

The window that pops up now will show you all installed webresources. Select ptm_Icon16x16, ptm_Icon32x32 and ptm_dcp_js_jslibrary

clip_image009

Figure 6: Select web resources

clip_image011

Figure 7: Select web resources

Your solution window will look like shown in Figure 7. 

clip_image013
Figure 8: Finished solution in CRM.

Next go to the solution section of CRM again. We recommend to create a backup. To do so, mark your newly created solution and click on the [Export]-button.

clip_image015
Figure 9: Create a solution backup in CRM

Click through the dialog. Please note: It is of utmost importance that you select Unmanaged on the last page. 

clip_image017
Figure 10: Export Solution – Webpage Dialog

Click on the [Export]-button in order to proceed. 

Now you can start to create the button.

In the solution-section of CRM, double-click on the RibbonWorkbench-solution. 

clip_image019
Figure 11: Ribbon Workbench-solution

Now the Ribbon Workbench opens. First, select the solution you have created before (which contains the entity and the DCP web resource). 

clip_image020
Figure 12: Ribbon Workbench

The loaded RibbonWorkBench will look like shown in Figure 12:

clip_image022
Figure 13: Loaded Ribbon WorkBench

Now select Form in the dropdown-box in the right upper corner.

Thereafter, select Group and drag and drop it to any place on your form. 

Then select the newly added group in the form. Please find its properties on the right side. You can assign a specific ID to your group. 

clip_image024
Figure 14: Assign a specific ID

Now add a button to your group, again via drag and drop.

Change the ID, select your images and name it.

clip_image026
Figure 15: Define your settings

Next, add the command of the button. Right-click on Commands > Add new

clip_image028
Figure 16: Add the command of the newly created button

On the right-side, you can see all properties of the new command. We recommend to give it a meaningful ID.

Then hit on the lookup-field next to Actions. In the window that pops up now, click on the [Add]-button. 

clip_image030
Figure 17: Click on the [Add]-button

In the next window, select Javascript Function Action and click on the [OK]-button.

clip_image031
Figure 18: Select type of rule

In the FunctionName-type in DCP.Lib_Registry.printInWord and for Library select ptm_dcp_js_jslibrary. Click on the [OK]-button. 

clip_image032
Figure 19: Actions-dialog

Back in the WorkBench, mark your button, to see its properties on the right side.

For Command select the newly created command via the ID. 

clip_image034
Figure 20: Mark your button and select its properties

Now that the configuration is done, click on the [Publish Solution]-button in order to import and publish the new solution containing the button.

clip_image036
Figure 21: Publish the new solution

After the process has been finished, your button will be available and ready to use on the Accounts form. 

clip_image038
Figure 22:[Create Document]-button added to the account entity

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