• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)/How to add the [Create Document]-button manually

How to add the [Create Document]-button manually

949 views 0 Updated on July 27, 2022

The [Create Document]-button provides access to the DocumentsCorePack dialog from the CommandBar. Upon installation, the button is added for most entities on default. However, if you want to rename the button or if you need to add it to a custom entity you have to create the button manually.

Please note: The description applies to Dynamics 365 & Model-driven apps Online only. For on-Premise deployments, you will have to use the RibbonWorkBench.

Step-by-Step description of how to add the button:

Step 1: In ❶ Power Apps navigate on the left bar to ❷ “Apps”. In this example, the button should appear in the ❸ “Customer Service workspace” app (Make sure it is the environment you are working with). Hit the three little dots and select the ❹ “Edit”-function and then ❺ “Edit in preview”.


Figure 1: Power Apps – Edit-function

Step 2: This site opens. On the left sidebar, all entities are shown. Now select the entity, you want to edit. In this example, it is ❶ “Account”. Open the ❷ “Edit command bar (preview)”.


Figure 2: Power App – Entity overview

Step 3: The “Edit command bar for Accounts” opens. On this site you can decide if you want to edit in the “Main grid”, the “Main form”, a “Subgrid view” or an “Associated view”. In this example it is the “Main form”. Press [Edit] to continue.


Figure 3: Edit command bar for Accounts

Step 4: This overview is displayed. To create a new button you have to add a ❶ “New command”. Set on the right side the attributes for the button, like

❷ Label: name it as you like
❸ Icon: optional
❹ Action: Run Javascript
❺ Library: select ptm_globalambutton.min.js
❻ Function name: ptm_openLookupDlg
❼ Visibility: Show
❽ “Save and Publish”


Figure 4: Set attributes for your button

Return to your Dynamics 365. Refresh the page and check, if you can see your newly created button in your entity like in Figure 5. Magic, isn´t it?


Figure 5: Result – newly created button

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

Was this helpful?

Yes  1 No
Related Articles
  • How to share the Connection of the DocumentsCorePack Connector
  • AssureSign for DocumentsCorePack
  • How to conditionally remove a watermark in DocumentsCorePack templates
  • Document Processing with DocumentsCorePack (DCP)
  • How to activate SharePoint in DocumentsCorePack
  • Fillable PDF forms
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.