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home/Knowledge Base/Template Designer(DCP)/How to define dynamic document subjects in DocumentsCorePack templates  

How to define dynamic document subjects in DocumentsCorePack templates  

633 views 1 Updated on January 15, 2023

This article explains how to set the subject of an activity in Dynamics 365 using a template.

The process involves accessing the Document Name and Subject section and setting the subject pattern in your template. The resulting subject will be automatically set when creating and attaching a document based on the template to an activity.

Please note: If you only define a dynamic document name, the document name will be used for the subject too.

Example: We want the subject of activities to be Quote_[Name of the quote]_[Quotenumber].

Step 1: Access the Document Name and Subject section.

Navigate to Document Name and Subject via [Insert MailMerge Fields]->[Advanced Template settings]❶. 

Document Name and Subject section.
Figure 1: Subject setting for a template

Step 2: Enable the set subject option and switch to the subject tab.

Check the Set document name and subject separate checkbox ❶. Switch to the subject tab ❷.

Check  "Set document name and subject separate" checkbox and switch to subject tab.
Figure 2: Subject-tab 

Step 3: Set your subject pattern.

Insert a placeholder for Dynamics 365 fields by double-clicking the element in the tree view or type in some fixed text enclosed by single quotes. The basic rules for the syntax of this property are: 

  • Dynamics 365 fields must be enclosed by << and >>.
  • Fixed text must be enclosed by single quotes (‘). 
  • Fields and fixed text must be combined with a plus (+). 

Details about the syntax for this property can be found here. 


Figure 3: Syntax – Pattern for this property

Step 4: Save your template.

Before you can use or test your template, you must save it.

Result

When creating and attaching a document based on this template to an activity, you will see the subject of the newly created activity automatically set.

A sample result. 

Figure 5: Result – our subject setting results in the subject to be: “Quote_ActivityTools, DocumentsCorePack incl. Services-QUO-01028-J7M7H8″.

 

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

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