23. November 2015 09:02

Insert Hyperlink (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

...


Figure 1: Example of a dynamically created hyperlink

The following description applies to CRM 2015 and version 7.31 of the
DocumentsCorePack Client or higher.
If you are not sure how access the insert field option,
please take a look at this article first.

 

  1. Use the Insert Computed item option 

    Figure 2: Insert Hyperlink
  2. Compose your link
    Select the Link-tab (1) and define your link pattern.
    The syntax for this field is described here.

    Figure 3: Link pattern in Link-tab
  3. Compose your placeholder name
    Select the Display name-tab (1) in order to set a name for the link.
    Here we have a fixed text. The syntax for this field is described here.

    Figure 4:Display name-tab
  4. Additional options [optional]
    You can enable the link to be displayed, even when there is no
    data returned for CRM fields (1).
    Or you also can remove the link completely if there is no data returned (2).

    Figure 5: Insert Hyperlink (click image to enlarge)
  5. Save your template
    Before you can use or test your template you have to save it.
    Either you save your template locally with the standard Save or Save as
    functionality of Word, or you use the Save template-option of the
    DocumentsCorePack client in order to publish the template to CRM
  6. Test your template [optional]
    As you have made changes to your template you might want to test it quickly. 
    A step by step description of how to test your template can be found
     here.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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