This short overview explains how to use prompts to easily set the filename of a document generated from the DocumentsCorePack (DCP) dialog. For more information on how to set up user-prompts and the different types available, see here.
Step-by-Step Description
Step 1: Open the template of your choice, which users will generate a document with and then set the filename for. Then navigate to the DCP TemplateDesigner and click on the Advanced Template Settings.
Step 2: The Template Settings window opens. Navigate to Prompts and then press the Add Prompt button.
Figure 1: Template Settings/ Prompt XML
Step 3: The Prompt Setup opens. Please check the following steps:
- Display Name (Please Note: it is necessary that all characters are in lower case like in this screen “filename”)
- If a Display Name is required, then check the corresponding Required box
- Labels (Select the language and add a label, which will show in the DCP dialog)
- Press the OK button to save the prompt
Figure 2: Prompt Setup
After the setup, it should look like this.
Figure 3: Prompt Setup
Step 4: Next, in the Template Settings, navigate to the Document Name and Subject tab and enter the name of the prompt like this:
<< filename >>
Please Note: Angle brackets are required.
Press the OK button and then save the template.
Figure 4: Template Settings – Document Name and Subject
Step 5: Test your template.
1. Open the DCP dialog via the Create Document button of a record in your Dynamics 365.
2. Select your template that you added the prompt to and then click the Next button.
3. The prompt will appear. Insert the filename here. (Please Note: It is possible, that special characters cannot be displayed)
Figure 5: Choose a filename
4. Proceed through the DCP dialog as normal and then press the Finish button.
5. Once the document has finished generating, you will be able to preview it and view the filename.
Figure 6: Finish your template
8. This is what it should look like:
Figure 7: Finished template
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.