This article outlines how to use the new [Insert Hyperlink]–button within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a dynamic hyperlink in your template (.docx) and define an individual display name.
Requirements: DocumentsCorePack (DCP) v.6.15 and higher
Examples:
Figure 1: Hyperlink with an defined field-name to be displayed in the template
Figure 2: Merged hyperlink with an individual Display Name
Click here to read more about the different functionalities of the [Insert]-button.
For detailed product information please visit our product page.
HOW TO: insert a hyperlink, step-by-step description
1. “Insert Hyperlink”
In order to insert a hyperlink, open your template or create a new one. Click on “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane. (See next screenshot)
Figure 3: DocumentsCorePack Task Pane
Click on the “Insert”-button –> “Computed Items” –> “Insert Hyperlink”.
Figure 4: Insert Hyperlink
Following window appears:
Figure 5: Insert as Hyperlink window
GENERAL INFORMATION
Basic functionality: Create a dynamic Hyperlink
Basic knowledge: A hyperlink consists of a Link (address to a website) and a Display Name (name to be displayed in the document). With a click on the Display Name, the Link will be activated in the background. To keep track of the hyperlink-elements in a template, users are able to define an individual Name which will be displayed in the template.
2. Structure and functionalities of the “Insert as Hyperlink” window:
Figure 6: Insert as Hyperlink window – general information
3. Define the link and set the individual Display and or Template Name
With a click on any node (field in the lists) it will be inserted in the textbox below. The Link has to be defined. The Individual Display Name and Template Name are optional settings. The additional format and display functions for field-templates apply to all fields. See example below:
Figure 7: Set the individual template/display name
In the screenshot above shows an individual Display Name e.g. ‘Click here’ and a defined Link. It is crucial that the Link starts with http:\\. In the screenshot above we have added ‘http:\\’+ as the stored CRM link doesn’t contain http:\\. (See screenshot at the end of the document)
4. The Result
The possible result looks like this:
Figure 8: Hyperlink with an defined field-name
Figure 9: Merged hyperlink with an individual Display Name
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.
reworkneeded… retry