This article describes how to define dynamic document names in DocumentsCorePack templates.
The Document Name property allows you to define a name or a name pattern within a given template. Once defined, the system will create generated documents with an automatically generated name.
Example: You have a document for a Quote ID: QUO-01007-B9F71. If the document name property is defined as “Quote_quotenumber” the generated document will be named “Quote_QUO-01007-B9F71.pdf“. Thus, all fields from the Dynamics 365 record itself can be used within the document name.
If you are unsure how to gain access to the template settings to set the document subject, have a look at this article before continuing.
Step By Step description of How to define dynamic document names in DocumentsCorePack templates
Step 1: Access the Document Name and Subject section
❶ Navigate to the Document Name and Subject tab in the Advanced Template Settings.
Step 2: Set your ❷ document name pattern
Insert a field by double-clicking on it in the tree. You can also add text by clicking the ‘+’ button and entering it in the blank.
This article provides further details about the syntax for this property.
Step 3: Save your template
Before you can use or test your template, you must save it. You can save your template locally with the standard ❶ Save functionality of MS Word, or you can use the ❷ Save template option of the DocumentsCorePack Template Designer in order to publish the template to Dynamics 365.
Step 4: Test your template
You can find a detailed description of how to quickly test your template here. The top of the generated document shows the generated name.
Related Topics:
- How to set the Document Subject
- List of available template settings
- How to format date fields in document names?
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