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home/Knowledge Base/Template Designer(DCP)/Additional format and display functions for DocumentsCorePack Templates

Additional format and display functions for DocumentsCorePack Templates

1797 views 0 Updated on June 15, 2023

This article describes additional format and display functions for DocumentsCorePack Templates. These functions are available for every field in the functionalities below listed.

1) Document Name
2) Insert QR Code-Field
3) Insert Advanced String-Field
4) Insert Hyperlink

 
Insert Computed field
Figure 1: Insert Computed field

Additional format and display functions:


Type the following functions directly after a field name to get the result below. The format and display functions only apply to the field before. The following functionalities apply to a single document:

field-name functionality possible field-name results
<>.pos(x,y) will insert y signs from the xth position. 123456
<>.left(x) will insert the first x – signs. E.g.: <>.left(5) mscrm
<>.right(x) will insert the last x signs of the string. E.g.: <>.right(3) com
<>.upper() displays all values in the field before in capital letters. MSCRM-ADDONS.COM
<>.lower() displays all values in the field before in small letters. mscrm-addons.com
<>.caps() displays the first letter in the field before as capital letter. Mscrm-addons.com
<>.firstcaps() displays the first letter in a sentence in capital letters. E.g. a note content. Mscrm-addons.com is a corporate sector of ptm edv-systems gmbh.
<>.invert() reverses every format and display option. before:
1. MSCRM-ADDONS.COM
2.Mscrm-addons.com

 

after:
1. mscrm-addons.com
2. mSCRM-ADDONS.COM

guid()

 

or

<>+guid()

generates a unique serial number for every merged document. E.g. if you have one document and merge it 50 times, you get 50 different serial numbers. This allows you to have a better and more structured overview. b8a4d649-342e-4bfc-9a6f-b4afd4741b4a

 

or

_RCTest_ b8a4d649-342e-4bfc-9a6f

DATETIME()

 

DATETIME(DD.MMMM.YY mm:ss, de-DE)

NOTE: if you want to have a blank between the date and hour, please set a tickmark before and after the blank

DATETIME(DD.MMMM.YY ‘ ‘ mm:ss, de-DE)

inserts the actual and local date and time into the document when the merge process is triggered. The result depends on the country where the document has been triggered.

 

There are many different formatting options for displaying the culture name for different countries. E.g. If you merge your document in Austria but want the information to be displayed in US-format. For more information please click here.

For more information about the different cultures which can be displayed, please click here.

06.12.2013 16:06

 

06.Dezember.1316:06

06.Dezember.13 16:06

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

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