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:
- 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 make a tick
- Labels (Language and label)
- 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.
- 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.