This article outlines the Insert Advanced String-Field-functionality within the [Computed Items]-button in Open Office XML template (.docx). This functionality allows to combine multiple fields into a single control. It is available on every selected template type and for every inserted field.
Requirements: Available for DocumentsCorePack for MS CRM 2013, v 6.10 and higher.
Example:
Figure 1: Field properties of an advanced string
Figure 2: Inserted and merged advanced string.
OVERVIEW: [Computed Items]-button
The [Computed Items]-button contains following new functionalities:
- The “Insert Advanced String-Field”-button: allows you to insert as many fields as you want in one single field.
- The “Insert Computed Field”-button: allows you to make basic arithmetical operations with CRM-number-fields.
Figure 3: Computed items button
As you can see in the screenshot above we have rearranged the “Insert QR Code-Field”-button to be found under “Computed Items”.
Click here to read more about the other useful functionalties of the “Insert”-button.
HOW TO: use the “Insert Advanced String-Field”-functionalty, step-by-step description
1. Open DocumentsCorePack Taks Pane
You can find the new function in the “DocumentsCorePack Task Pane”. To get there, please open an existing or create a new template. Got to the “www.mscrm-addons.com”-tab, click on “Insert MailMerge Fields” in the toolbar and create a “Office Open XML (.docx)“-document by answering the question with [Yes]. See screenshot below:
Figure 4: Open new template
The “DocumentsCorePack Task Pane” appears, click to enlarge:
Figure 5: DocumentsCorePack Task Pane
At the top of the “DocumentsCorePack Task Pane” we can choose an account type. In our case it’s “Quote”.
2. Choose the appropriate “Insert”-functionalty
Click on the drop-down button within the [Insert]-button and choose the “Insert Advanced String”-function. See next screenshot:
Figure 6: Computed Items > Insert Advanced String-field
3. Insert multiple fields and define an optional name
In the next window, you have the possibility to insert as many fields as you want in one single field! Next to this an optional name can also be defined. Click on the next screenshot to enlarge!
Figure 7: Insert multiple fields and define an optional name
Every field is displayed with angle brackets and separated with a “+”-sign in between. E.g.: <>+<>. Additionally you have also the possibility to specify the name of the different fields as follows:
4. Specify field-name:
This setting predefines the name of the fields generated with this template. As mentioned above it’s possible to use data from fields out of CRM to be part of the field-name. With this it is possible to generate the field-name dynamically, based on constant characters and/or values of fields.
Constant characters have to be in single quotes. To use field values in the field-name you have to choose the fields as described above or write the field-name (schemaname) surrounded by <>. Some examples:
| field-name | possible field-name results |
| ‘quote-‘+<>.pos(4,5) | quote-12345 |
| <>+’-‘+<> | TestCompany-QUO-12345-KWKJQ6 |
Figure 8: Examples for field names
It is important that the inverted commas are also set!
Click here for more information about additional format and display functions for field-options.
5. Define field-name:
You can also define a name for this field e.g. “quote information” . If no name is typed in the default name “Advanced String” will be set.
Figure 9: Define field name
Figure 10: Inserted field
6. Save and merge your template
Next, save your template and merge it with data from CRM.
Figure 11: Save template
7. The result
The possible result could look like this:
Figure 12: Result
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.
reworkneeded.. merge to one..