The Document subject property allows you to define a subject or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So, when you use the [Create Activity]-button from the DocumentsCorePack TemplateDesigner, the subject will be already prefilled in the creation dialog.
Please note: This setting only affects the DocumentsCorePack TemplateDesigner!
Just follow the step-by-step example: A template named “Quote_Base.docx” populates the subject field of the “Create Activity”-dialog “Quote_King of AtlantisQUO-01007-B9F7F1“.
Step 1: Access the Document Name and Subject section
Navigate to Document Name and Subject ❶.
Figure 1: Subject
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.
Figure 2: Subject-tab
Step 3: Set your subject pattern
Insert 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 have to save it. Either you save your template locally with the standard ❶ “Save” or “Save as”-functionality of Word, or you use the ❷ “Save template”-option of the DocumentsCorePack TemplateDesigner in order to publish the template to Dynamics 365.
Figure 4: Save – options
Step 5: Test your template [optional]
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 5: Result – A template named “Quote_Base.docx” populates the subject field of the “Create Activity”-dialog ”Quote_King of AtlantisQUO-01007-B9F7F1″.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.