It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.
This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.
To achieve this, you have to create a new record of the MSCRM-ADDONS.com User/Temp Settings entity containing a filter.
Name
Use the Name-field to define for which user, entity type and record ID the filter should be used.
• Structure
AMPreFilter|<>|<
>|<>|<>|
• Example
AMPreFilter|{DC9B80F8-C781-46D8-9FD6-A3B610836975}|account|{7b069E5412-84F6-E111-977B-00155DC8AE09}|contact|
Value
Use the Value-field to define the IDs of the linked records which should be shown in the template.
• Structure
<>
<>
<>
…….
• Example
contact
{12E5214A-88BF-E111-A7C1-00155DC8AE09}
{12E5214A-88BF-E111-A7C1-00155DC8AE09}
Please note: The IDs must be in upper case and must contain brackets.
During each merge process of .docx-templates, the DocumentsCorePack Client and the AutoMerge addon both look for a suitable filter.
If such a filter is found, only linked records with a matching ID will be shown. The filter is deleted afterwards.
The usual merge process remains unchanged.
Example
Here you can see an account named ptm EDV-Systeme. It has several contacts related.
Figure 1: Account with related contacts
When we use the following filter, only contacts that match the GUIDs in the filter will be shown in the result document.
The defined user-GUID and the user running must match as well.
Figure 2: Example for an applied filter
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.