Template Versioning saves a backup of each template instead of simply overwriting it.
This feature requires at least version 9.25 of the client and version 2017.184 of the server or service. This functionality is disabled by default. If you want to enable the versioning functionality you have to create a new SettingsKey for DocumentsCorePack manually with the following name and value:
Name: EnableTemplateVersioning
Value: true
After you have successfully enabled the Template Versioning, an additional button ❶ is shown in the menu bar.
Figure 1: Recover button
Press the [Recover Template]-button and the ❶ “Open Template Version“-window opens with all available versions. The “Created On” column should be used to identify the version that you want to recover. The versions are sorted from top to bottom from new to old.
Figure 2: Recover Dialog
Tipp: Use the standard properties for keywords, subject, etc. to store additional information about the performed changes in your templates.
Within this dialog, you can select a preview version ❶
and recover this version by using the ❷ [Recover]-button.
Figure 3: Select and Recover
If you recover a specific file, this file opens in Word.
The opened file will have the current document name and a current timestamp added to the name.
Figure 4: Recovered template
From this point on it is up to you how to proceed with this recovered file. Nothing has changed yet in the live template. If you want to go ahead and make the recovered template your new live template you have to overwrite the existing template with this recovered template.
PLEASE NOTE:
- Template versions are not imported or exported with the DocumentsCorePack import/export functionality. Only the latest live version will be exported.
- The limit of versions is set to 25 by default. To decrease or increase this limit you can set a SettingsKey manually with the name “TemplateVersioninglimit”, and the number of records as value. When setting its value to “0” the limit is disabled and unlimited copies will be stored (not recommended!).
- The privilege in your Dynamics 365 security settings „Override Created on or Created by for Records during Data Import“ is required to update the Template Version.
Related content:
Template Preview (Dynamics 365)
DocumentsCorePack Template Designer video
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.