This article outlines how to use the “Insert Join Tables”-button in Open Office XML template (.docx). This functionality is very usefull if you want to combine muliple tables with all merge fields into a single one.
Requirements: Available for v5.97 and higher, click on www.msrmc-addons.com for download and test it.
Example:
Figure 1: Table before the merge
Figure 2: Table after the merge
Click here to read more about the functionalities of the “Insert”-button.
HOW TO: “Insert Join Tables”, step-by-step description
1 Step. Open DCP-Template
Open your template or create a new one. Click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane.
Figure 3: DocumentsCorePack Task Pane
2 Step: Choose from several Insert options
Now click on the arrow besides the insert button. This action will open the window you see in the screenshots below. In our case we choose “Insert Join Tables”.
Figure 4: [Insert]-button drop down arrow
Figure 5: Select Insert Static Item
Figure 6: Select Join Tables
3 Step: “Insert Join Tables”
In our example we have a document with two tables from an additional entity and we want these fields grouped together in one table. Just insert a “Join Tables”-field between the tables. See next screenshot:
Figure 7: The inserted “Join Tables”-field highlighted in yellow.
4 Step: The Result
As a result, this template is one single table with all merged field from above. See next screenshot:
Figure 8: The result
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.