This article outlines how to concatenate documents on an advanced level based on CreatemultipartXML.
Step 1:
First of all, please create a new workflow. If you haven’t created a workflow yet, please have a look at this article. Next, add a new step to your workflow, called CreateMultiPartXml.
Figure 1: Create a new workflow
Step 2:
Once the workflow has been created, set up the properties of this step. To do so, click the [Set Properties]-button.
Figure 2: Set the properties of the new step
You are now provided with the properties overview.
Figure 3: Properties Overview
There are3 possible ways to add files here that should be concatenated.
1) Create a new file based on a document:
Figure 4: Create a new file based on a document
2) Create a new file from an existing note:
Figure 5: Create a new file from an existing note
3) Create a new file from a SharePoint URL
Figure 6: Create a new file from a SharePoint URL
Step 3 (OPTIONAL):
As you can see below, after every template you have the possibility to define the Order in which your documents will be merged.
Figure 7: Properties Overview – define Order
Step 4:
In addition, you can select what should happen with the result document here:
Figure 8: Decide what should happen with the result document
Step 5:Now that the XML has been finished, you will also need a step that executes the XML. To do so, you will have to create an AutoMergeWorkingItem.
Figure 9: Create an AutoMergeWorkingItem
Step 6:
Once the AutoMergeItem has been created, please set up the properties of this step. To do so, click the [Set Properties]-button.
Figure 10: Set the properties of the AutoMergeWorkingItems
In the General-section, please fill the AutoMergeAction with Create Document and specify a Primary Record Url.
Figure 11: AutoMergeWorkingItems Properties – General section
Step 8:
In the Advanced-section, please select your XML from the previous step for the MultiDocumentXML:
Figure 12: AutoMergeWorkingItems Properties – Advanced section
In step 7, the XML is created for you. If you are familiar with the functionality, you can also build the XML by yourself. In the below example, we have created an XML that changes the order of the documents:
Figure 13: Create your own XML
That’s it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com.