• Documentation
  • Back to www.mscrm-addons.com
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/How to define dynamic document names in DocumentsCorePack templates 

How to define dynamic document names in DocumentsCorePack templates 

1012 views 1 Updated on February 23, 2022

The “Document Name”- property allows to define a name or a name pattern within DcoumentsCorePack templates. Once defined, documents generated automatically have fancy names. 

To give an example: 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 not sure how to get to access to the template settings to set the document subject please have a look at this article first. 

Step 1: Access the “Document Name and Subject”-section

❶ Navigate to “Document Name and Subject”. 


Figure 1: Template settings 

Step 2: Set your ❷ “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 2: Syntax – Pattern for this property

Step 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 ❶ “Save” or  “Save as“-funcionality of MS Word or you use the ❷ “Save template“-option of the DocumentsCorePack TemplateDesigner in order to publish the template to Dynamics 365. 


Figure 3: Save – options

Step4: Test your template

As you have made changes to your template you might want to test it quickly. A step by step description of how to test your template can be found here. 


Figure 4: Result

Related Topics: 

How to set the Document Subject
List of available template settings 

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

Was this helpful?

1 Yes  No
Related Articles
  • How to solve the issue with DocumentsCorePack fields in Arabic text
  • How to access mscrm-addons product settings in Dynamics 365
  • How to create totals in the footer of a table
  • How to set a specific Language in your Template
  • Azure Active Directory Licensing counts explained
  • When to use the „Do not use DataProvider“-setting in DocumentsCorePack
Latest Articles
  • How to display various activity-attributes within multiple rows in Gantt view
  • Recap: European Power Platform Conference 2022
  • How to solve the issue with DocumentsCorePack fields in Arabic text
  • How to access mscrm-addons product settings in Dynamics 365
  • One-Click-Actions (OCAs) in DocumentsCorePack
Popular Articles
  • DocumentsCorePack Online Service Configuration
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Can you save data capacity by moving email content?
  • How to activate Azure Active Directory Licensing (AAD Licensing)
Categories
  • *News and General Infos* 50
  • Template Designer(DCP 160
  • DocumentsCorePack(DCP 180
  • TelephoneIntegration (TI 64
  • AttachmentExtractor (AE 55
  • PowerSearch (PS 43
  • ActivityTools (AT 57
  • SmartBar (SB 51
  • GroupCalendar (GC 45
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.