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The [Insert Field]-button in Dynamics 365 DocumentsCorePack Template Designer

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Written by Administrator
July 15, 2020

This article outlines the functionalities of the [Insert field]-button. You can find the button on the bottom of your Dynamics 365 TemplateDesigner ❶.

The button itself inserts a selected field directly into your document.
The Drop-down-menu ❷ allows you to insert special field types to your template.


Figure 1: The Insert Field button closed (left) and open (right)

The list below directs you to articles that describe the different functionalities.

  • Root elements
    – Insert as Picture-Field
    – Insert as Picture-Link-Field
    – Insert as Document
    – Insert as HTML


Figure 2: Root elements

  • Insert Static items

– Insert Static Document
– Insert PageBreak
– Insert Remove Empty Lines
– Insert Join Tables


Figure 3: Static Item

  • Insert Computed items

– Insert QR-code
– Insert Advanced String
– Insert Calculated Fields
– Insert Hyperlink
– Condition Field
– Insert Prompt Field
– Insert DateTime Field


Figure 4: Computed Item

 

  • Insert AdobeSign Item
    Follow this link to get further information about our DocuSign integration
    and how to use it:


Figure 5:AdobeSign Item

 

Related Topics:

List of available Template Settings.

 

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