The “Document Name”-property allows you to define a name or a name pattern for your template. So the actual document already has a pretty name as soon as it is generated. This setting applies to both, DocumentsCorePack Server Based and DocumentsCorePack Client for your template.
Example: A template with the name “Quote_Base.docx” (1) creates a document with the name “Nuclear Power Plant-QUO-01000-W4G3T9.docx” (2).
Figure 1: Example
If you are not sure how to get to access to the template settings to set the
document subject please have a look at this article first.
- Access the “Document Name” and Subject section
Navigate to “Document Name and Subject” (1).
Figure 2: Document Name and Subject
2. Set your “Document Name Pattern“
Insert placeholder for Dynamics 365 fields by double-clicking the element in the tree or type in some fixed text enclosed by single quotes.
The basic rules for the syntax of this property are:
– Dynamics 365 fields have to be enclosed by <<and>>
– The fixed text has to be enclosed by single quotes (‘).
– Fields and fixed text have to be combined with a plus (+).
– You can display the name in upper case when using the upper function:
e. g. Documentname: ‘Inv-‘+<<name>>.upper().
Details about the syntax for this property can be found here:
DocumentsCorePack Property Syntax
Figure 3: Example of a set property
3. 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“-funcionality of MS Word or you use the “Save template“-option of the DocumentsCorePack Client in order to publish the template to Dynamics 365.
4. Test your template
As you have made changes to your template you might want to test them quickly. A step by step description of how to test yfour template can be found here.
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