Editable Sections allow you define areas in your document that remain unchanged when a document gets regenerated. For details see: Editable Sections in DocumentsCorePack
This article shows how to save edited content to a User/Temp record rather than the Entity record itself and therefore avoiding unnecessary notes in the records timeline.
Prerequisites:
- Template Designer 10.38
- DocumentsCorePack Service 2020.133
- Sharepoint Integration
To start saving notes as a mscrm-addons.com Temp record, create a Settingskey:
Name: SectionExportSaveToTemp
Value: True
Product: DocumentsCorePack
How it works
❶ When you use the Create Document feature, it creates a “User/Temp”-record for the entity you started the merging process from. Its name is made up of “SectionExport_“, the entity record ID, and the template ID.
❷ This User/Temp record shows you the SharePoint URL of the resulting document, which you can later edit using Microsoft Word or Word Online. Every time you use the Create Document feature, the SharePoint URL is updated to make sure you always have the latest version of the document when you want to export sections.
Known issues
1 Updating Templates in the Template Explorer
If the template was created before the settings key to save notes on a “User/Temp”record, it is necessary to update the template. Open the template, click on the ❶ Template Explorer, and then ❷ Analyze The Template. Confirm the changes with [Yes]. Or simply click directly on Save Document.
2 Avoiding Overwritten Notes: Best Practices for Managing Multiple Entity Records
It is possible that one entity record can have multiple User/Temp records. Customers should be careful not to use the same section names across different templates, as notes will be overwritten if they are used for the same record.
For example: If you have two templates, both with a section called “Section1“. One template will overwrite the notes of the other template if used on the same record. The naming convention for the exported notes is “Name of the section” + “record ID”.
3 Reverting to Traditional Note Saving: Requirements and Considerations
If a customer decides to go back to the old way of saving notes (which is of course possible by simply changing or removing the settings key), they will need to make sure to update all the templates.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.