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 form the Client, the subject will be already prefilled in the creation dialog.
Please note: This setting only affects the DocumentsCorePack Client Based process!
Example: A template named Quote_Base.docx (1) populates the subject field of the Create Activity dialog Nuclear Power Plant-QUO-01000-W4G3T9.docx (2).
- Access the Document Name and Subject section
Navigate to Document Name and Subject (1).
Figure 2: Example of a set property
- Enable the set subject option and switch to the subject tab
Check the Set document name and subject separate-checkbox (1).
Switch to the subject tab (2)
Figure 3: Subject section
- Set your subject pattern
Insert placeholder for Dynamics 365 fields by double-clicking the element in the treeview
or type in some fixed text enclosed by single quotesThe 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:
DocumentsCorePack Property Syntax
- 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
functionality of Word, or you use the Save template-option of the
DocumentsCorePack client in order to publish the template to Dynamics 365.
- 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.
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