Step-by-step: How to set up look-up prompts for relations

595 views 1 Updated on March 15, 2023

With this special version of the prompts feature, you have the possibility to select one or multiple related records while generating a document. This blog article covers a step-by-step example of how to set up look-up prompts in your templates with DocumentsCorePack Template Designer.

Step 1: Open the relationship

This special version of the prompt is defined within the relationship designer. To access it, complete the following:

❶ Navigate to the www.mscrm-addons.com tab.                                                                                      ❷ Select Insert MailMerge Fields to open the DocumentsCorePack Task Pane.                                  ❸ Go to the Additional tab.                                                                                                                  ❹ Select Edit.

The relationship designer window.
Figure 1: Open the relationship designer

Within the Records to show section, you can find three options:

❶ Show all records
❷ Show a lookup window to select a single row
❸ Show a lookup window to select multiple rows

The "Records to show" section.
Figure 2: Records to show

Step 2: Define the lookup prompt

Before you can create the prompt, you must select the base behavior of the relation.

a. Show all records
By selecting this option, all related records will be displayed and there is no need for a prompt.

The "Show all relations" base behavior option.
Figure 3: Show all records

b. Show a lookup window to select a single row
Select just one row instead of displaying all related records.

The "Show a lookup window to select a single row" base behavior option.
Figure 4: Show a lookup window to select a single row

c. Show a lookup window to select multiple rows
Select multiple rows instead of displaying all related records.

The "Show a lookup window to select multiple rows" base behavior option.
Figure 5: Show a lookup window to select multiple rows

Step 3: Define a Label

To define a label, click the ❶ Add/Update Labels button.

The Add/Update Labels button.
Figure 6: Add/Update Labels button

Each option requires at least one label. A label is a text that is displayed in the DocumentsCorePack dialog in front of the actual control.

If a label for the current user language in Dynamics 365 is set, this translation will be displayed. If there is no label that matches the current user’s language, the first one in the list is displayed.

Define a label.
Figure 7: Define a Label

After you have set up the label, you are able to use your template.

Step 4: Save your template

Before you can use or test your template, please save it. Use the Save template option of the DocumentsCorePack TemplateDesigner in order to publish the template to Dynamics 365.

Step 5: Generate the Document

While generating the document, you will be prompted to select one related record.

Select one related record and generate the document.
Figure 8: Generate the Document

Please note: Prompts do not work with the Template Designer, but by using the DocumentsCorePack Server Dialog (Create Document).

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

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