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home/Knowledge Base/Template Designer(DCP)/How to set a filename with prompts

How to set a filename with prompts

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This short overview shows how to handle prompts to set the filename.

Step 1: Open the template of your choice. Navigate to your DocumentsCorePack TemplateDesigner and click on the “Advanced Template Settings”

Step 2: The “Template Settings”-window opens. Press the [Add Prompt]-button.


Figure 2: Template Settings/ Prompt XML

Step 3: The “Prompt Setup” opens. Please check the following steps:

  1. Display Name (Please Note: it is necessary that all characters are in lower case like in this screen “filename”)
  2. If a Display Name is “Required” then make a tick
  3. Labels (Language and label)
  4. Press the [OK]-button


Figure 3: Prompt Setup

After the setup, it should look like this.


Figure 4: Prompt Setup

Step 4: In the “Template Settings”, please navigate to “Document Name and Subject”-tab and enter the name of the prompt like this

<<prompt_name>>

Please Note: Angle brackets are mandatory!

Press the [OK]-button and save the template.


Figure 5: Template Settings – Document Name and Subject

 

Step 5: Test your template.

  1. Open your Dynamics 365 and choose an entity, like in this case it is an “Account”. Press the [Create Document]-button.


Figure 6: Create Document in an Entity

2. Look for your template. In this case I named it “FileNamePromptTest” and click the [Next]-button.

 


Figure 7: Select your saved template

3. Insert the Filename

Please Note: It is possible, that special characters cannot be displayed.

4. Press [Next]-button.


Figure 8: Choose a filename

5. Select a Filetype. There are a few more options for the template you can decide on like how to attach the document.

6. Press [Next]-button.


Figure 9: Select a Filetype

7. Press the [Finish]-button.

 


Figure 10: Finish your template

8. This is what it should look like:


Figure 11: Finished template

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

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