The Advanced String property allows you to define a pattern for a dynamically created string. The following step-by-step description will show you how to set this property in the DocumentsCorePack Template Designer.
The example below shows the (1) Advanced String field with a defined pattern and the (2) resulting output.
Please consult this article to learn how to access the Insert Fields menu.
Use the Advanced String option
Create your advanced string
Define the pattern in the designer. The syntax for this field is described in this article.
Define a placeholder [optional]
A placeholder name can be set for the field so that it can be found more easily in case the template must be modified in the future.
Save your template
Before the template can be used, it must be saved. The template can be saved locally with the standard Save or Save as functionality of Word, or through the Save Template option of the DCP Template Designer in order to publish the template directly to Dynamics 365.
Test your template [optional]
It may be necessary to test your template. A step-by-step description of how to test your template can be found here.
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