• Documentation
  • Back to www.mscrm-addons.com
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/Formating fields in DocumentsCorePack templates (field properties)

Formating fields in DocumentsCorePack templates (field properties)

356 views 0 Updated on March 29, 2022

When mapping fields from Dynamics 365 (Dataverse) you might need to show the data in a specific format (e.g. currency or date formats). This article outlines how to set the format of fields inside a DocumentsCorePack template.
.
Next to simply taking the format defined in Dynamics 365, custom format options can be directly set by via the “Field properties” from the “mscrm-addons.com”-ribbon.

Depending on the type of the field, different format options are provided:

  1. Number and money fields
  2. Date and Time fields
  3. Delete line/row if whole line/row is empty & Delete line/row if this field is empty
  4. Two Options & Option Set
  5. General Formatting in Microsoft Word

.

1.     Number and money fields

Follow this step-by-step description to learn how to set the format of number and money fields.

Step 1: Open a Word document and navigate to the ❶ “mscrm-addons”-tab. Now place the ❷ cursor in the field you want to format. Click on the ❸ “Field properties” to open the options. In this example it is a detail from an invoice, where the currency needs to be adjusted to the country of the customer.


Figure 1: Open Field properties

Step 2: This “Field properties”-window will pop up. The section ❶ Field properties contain the

  • Name (of the field) and the
  • Relation

The section ❷ Formatting options offers the possibility to display the currency in the respective culture of the country. Learn more about Culture Information in DocumentsCorePack.

❸ “Use internal value”:  When defining a custom format, it is required to ensure that the formatting is applied to the plain value (e.g., 10000 instead of the formatted value € 10,000.00). Hence, this setting is automatically checked when defining a format within the Field properties.


Figure 2: Field properties window

Step 3: Let´s have a closer look to the “Formatting options”. First you have to select the ❶ Culture so that the respective formats for this culture are displayed. Click on the drop down to select the one you want to apply.


Figure 3: Formatting options – Culture

Step 4: Then it is possible to choose the respective ❷ “Format” to the Culture. As you can see in Figure 4, all the “Standard Formats” are listed. After your selection, the result is displayed in ❸ “Example”. Now confirm with [OK].


Figure 4: Formatting options – Format, Example

.

2. Date and Time fields

This section shows the formatting options for Date / Time fields within the Field properties of the mscrm-addons.com-ribbon.

Step 1: In this example it is a detail from an invoice, where the date needs to be adjusted to the country of the customer. After placing the cursor in the respective fields and clicking the “Field properties” (Learn earlier how to access the “Field properties“), This window opens.

The section ❶ Field properties contain the

  • Name (of the field) and the
  • Relation

The section ❷ Formatting options offers the possibility to display the Date and Time in the respective culture of the country. Learn more about “Custom Date and Time Format Strings” in DocumentsCorePack.

❸ “Use internal value”: The box is checked, when you use the “Formatting options”, to take over individual formatting for this specific field and not taken from Dynamics 365.


Figure 2: Field properties window

Step 2: Let´s have a closer look to the “Formatting options”. First you have to select the ❶ Culture so that the respective formats for this culture are displayed. Click on the drop down to select the one you want to apply.


Figure 3: Formatting options – Culture

Step 3: Then it is possible to choose the respective ❷ “Format” to the Culture. As you can see in Figure 4, all the “Standard Formats” are listed. After your selection, the result is displayed in ❸ “Example”. Now confirm with [OK].


Figure 4: Formatting options – Format, Example

.

3. Delete line/row if whole line/row is empty & Delete line/row if this field is empty

To keep your documents compact, it is required to avoid empty lines within your documents.
Example: think of an address block where for some customers Address Line 2 is field, but for others not. To ensure a compact output you want to avoid empty lines.

There are two options:

  1. “Delete line/row if whole line/row is empty”: If the value of the selected field as well as all other fields within the same line are empty in DataVerse the line will be removed.
  2. “Delete line/row if this field is empty”: If the value of the selected field is empty, the whole line is removed independent on other content in the same line

How it works

Open a Word document and navigate to the ❶ “mscrm-addons”-tab.  Now place the cursor in the field you want to format. Click on the “Field properties” to open the options.

If you need the row removed if the value of the selected field and all other fields within the same row in DataVerse are empty, take Option A.

If you need the whole line removed, if the value of the selected field is empty, take Option B.


Figure 5: Select Option A or Option B 

Result:

.

4.  Two Options & Option Set

For OptionSets (Two Options) the properties allow to either use the display or the internal value of the  selected option.

“Use internal value”:  When defining a custom format, it is required to ensure that the formatting is applied to the plain value (e.g., 10000 instead of the formatted value € 10,000.00). Hence, this setting is automatically checked when defining a format within the Field properties.


Figure 6: Use internal value

.

5.  General Formatting in Microsoft Word

Word provides different options to format fields. The following article provides a very good overview on possibilities provided.

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

Was this helpful?

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 work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
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.