This article outlines the Insert Advanced String Field functionality within the Computed Items button in Open Office XML template (.docx). This functionality offers the option to combine multiple fields into a single field. It is available for every selected template type and for every inserted field.
Requirements: Available for DocumentsCorePack for MS CRM 2013, v 6.10 and higher.
Figure 1: Field properties of an advanced string
Figure 2: Inserted and merged advanced string.
OVERVIEW: The Computed Items button
The Computed Items button contains the 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
Click here to read more about the other useful functionalities of the Insert button.
Step-by-step description on how to use the “Insert Advanced String Field” functionality
Step 1. Open the DocumentsCorePack Task Pane
You can find the new function in the DocumentsCorePack (DCP) Task Pane. To get there, open an existing template or create a new one. Go to the www.mscrm-addons.com tab and click on Insert MailMerge Fields in the toolbar. Create an Office Open XML (.docx) document by answering Yes to the prompted question.
Figure 4: Open new template
The DCP Task Pane appears.
Figure 5: DocumentsCorePack Task Pane
At the top of the DCP Task Pane, choose an account type. In our example, it’s Quote.
Step 2. Choose the appropriate “Insert” functionality
Click on the drop-down button within the Insert button and choose the Insert Advanced String function.
Figure 6: Computed Items > Insert Advanced String-field
Step 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.
Figure 7: Insert multiple fields and define an optional name
Every field is displayed with angle brackets and separated with a “+” sign in between. For example: <>+<>. Additionally, you have also the possibility to specify the name of the different fields, as follows.
Step 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 outside of CRM to be part of the field-name. You can also 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 must choose the fields as described above or write the field-name (schemaname) surrounded by <>. Some examples:
|field-name||possible field-name results|
Figure 8: Examples for field names
Please note: It is important that the inverted commas are also set.
Click here for more information about additional format and display functions for field-options.
Step 5. Define field-name:
You can also define a name for this field, such as quote information. If a name is not typed in the default name, Advanced String will be set.
Figure 9: Define field name
Figure 10: Inserted field
Step 6. Save and merge your template
Next, save your template and merge it with data from CRM.
Figure 11: Save template
Step 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 firstname.lastname@example.org.