The “Join Tables” function in DocumentsCorePack Template Designer

631 views 0 Updated on June 22, 2023

This article outlines how to use the Insert Join Tables function in the DocumentsCorePack Template Designer. This functionality is handy if you want to combine multiple tables with all fields merged into one table. 

A step-by-step description of how to insert Join Tables

Step 1: Open a Word template and navigate to the ❶ mscrm-addons tab. With the ❷ Insert MailMerge Fields you open the ❸ DocumentsCorePack Template Designer task pane. Now click on the ❹ Insert Field button. If you are unsure how to create one, look at this article.  

Example for Join Tables function to eliminate space between tables
Figure 1: Example of Join Tables function to eliminate space between tables

Step 2: The Insert Field button opens a selection of possibilities. Learn here more. Select Insert Static Item and then Join Tables.  

"Insert

Step 3: Place the cursor between the tables and insert the Join Tables field with a double-click. 

Place cursor between tables and insert Join Tables
Figure 3: Place cursor between tables and insert Join Tables

Step 4: Now merge the template. This article will help you if you are unsure how to test or merge your template.  

You can see in these results the effect of the Join Tables function. On the left without the function and on the right with Join Tables inserted.

Result without Join Tables function and result with the function
Figure 4: Result without Join Tables function and result with the function

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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