25. November 2015 08:45

Document Subject (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

The Document subject property allows you to define a subject, or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So when you use the [Create CRM Activity]-button form the Client, the subject will be already prefilled in the creation dialog.
Please note: This setting only affects the DocumentsCorePack Client Based process!

Example: A template named Quote_Base.docx (1) populates the subject field of the Create CRM Activity dialog Nuclar Power Plant-QUO-01000-W4G3T9.docx (2).
Figure 1: Subject

If you are not sure how to get access to the template settings to set the
document name, please have a look at this article first.

  1. Access the Document Name and Subject section
    Navigate to Document Name and Subject (1).  

    Figure 2: Example of a set property
  2. Enable the set subject option and switch to the subject tab
    Check the Set document name and subject separate-checkbox (1).
    Switch to the subject tab (2)

    Figure 3: Subject section
  3. Set your subject pattern
    Insert placeholder for CRM fields by double-clicking the element in the treeview
    or type in some fixed text enclosed by single quotes

    The basic rules for the syntax of this property are:
    - CRM fields must be enclosed by << and >>
    Fixed text must be enclosed by single quotes (').
    - Fields and fixed text must be combined with a plus (+)

    Details about the syntax for this property can be found here:
    DocumentsCorePack Property Syntax
  4. 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.
  5. 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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