• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/How to create dates with ordinals with DocumentsCorePack field properties

How to create dates with ordinals with DocumentsCorePack field properties

229 views 0 Updated on March 7, 2023

Ordinal numbers represent position or rank in a sequential order. The order may be of size, importance, chronology, etc. These numbers may be written in English with numerals and letter suffixes: 1st, 2nd, 3rd, 4th, 5th, and so on. Because ordinal numbers can be an important part of documents, we have created the possibility to add ordinal numbers to templates. This step-by-step tutorial describes how to utilize an already prepared field function in your template(s) in order to place ordinals.

Please note: This article requires an already created template. If you haven’t created a template before, have a look at this article before continuing. The attached Ordinal numbers template document is a template that can be merged with an account. If you haven’t merged a template before, have a look at this article.

Ordinal numbers template

Step 1. Enable the field codes of your template. 

Open your template. If you do not see the field codes in this template, hit ALT + F9 on your keyboard to toggle the view. General information about field codes can be found here.

Step 2. Delete the current field used

Place your cursor in the <> and hit delete field in our ribbon.

This is how the <> looks once it is extended.

Step 3. Copy the whole block and paste it into your template 

Copy the block from the actual attached document only.

Please note: Just copying and pasting the above text will not work.

Step 4. Insert a field of your choice

Now replace the <> field by a field of your choice. You could add a data field or any other numeric field from the Template Designer TreeView. In this case, only the day is displayed. 

Step 5. Open the field properties
Open the field properties with a right click and insert a ‘d‘ into the Format field.

The Field properties window.

Figure 1: Field properties

Please note: Sometimes, it can be necessary to add the month and year after the ordinal as well. In that case, simply add another date field behind the ordinal again and insert the required field properties. Learn how to insert fields here.  As the day is already represented as an ordinal, you only have to apply a format that displays the month and year (For example, MM yyyy). Get more information on how to customize date and time formats here.

For further information about the technical background of the function, have a look at this article.

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

Was this helpful?

Yes  No
Related Articles
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
  • DocumentsCorePack Template Designer Settings
  • How to solve: Failed to connect to an IPC Port
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • How to share the Connection of the DocumentsCorePack Connector
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Template Designer – Getting Started
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
  • Step-by-Step: How to configure a One-Click-Action
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
  • Online Services: Required Application Permissions
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
Categories
  • *News and General Infos* 51
  • Webinars 35
  • Template Designer(DCP 179
  • DocumentsCorePack(DCP 192
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
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.