The Insert as static document button is a very useful functionality when creating templates in DocumentsCorePack (DCP) Template Designer. It not only can insert static documents, but also sub-templates. Learn how to do so in this article.
First, you need to open two templates or create two new ones. Learn which fields can be added to a template here.
You need one template for your main entity and one for your sub-entity. They are the base for all further actions.
Description on how to create a sub-template to a static document
Step 1: Create a template for your main entity and the sub-entity.
In our example, the main template is based on the entity Account and the sub-template is based on the entity Contact.
Step 2: Build a relationship between the entity of the sub-template and the main template.
Open the DCP Template Designer with a click on the ❶ Insert MailMerge Fields button, switch to the Additional tab, and click on ❷ Add Relationship/Entity and select ❸ All contacts.
Figure 1: DCP Template Designer
Step 3: Now navigate to the Insert Field Button > Insert Static Item > Static Document within the Template Designer. The following dialog will pop up:
Figure 2: Static document properties
Within the Static Document dialog:
❶ Select the ID-field of the related record. (In our example, this is Contact ID.)
❷ You can do this via the search field or the ID-field.
❸ Check the Provide the selected field as a parameter checkbox to enable the sub-template to be merged with the ID-field.
❹ Click on the Select Document button to select the static document you would like to insert.
❺ The selected document is shown.
❻ Click OK to proceed.
If you go back to your main template, you will note that the following field has been added to it:
Figure 3: Main template – additional field
You have now created your first static sub-template.
Our sample result looks like this in the merged template:
Figure 4: Result
Please note:
- If a sub-document is inserted within a table, some limitations of Word apply. Elements and controls that are part of the sub-document but cannot be part of a table might cause unexpected behavior (for example: page breaks).
- A sub-document does not work when it is inserted in the header or footer section of a template.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to office@mscrm-addons.com.