Using One-Click-Actions (OCA’s) within an AutoMergeWorkingItem simplifies and streamlines business processes within Dynamics 365 and PowerApps. OCA’s are predefined document generation and delivery settings in DocumentsCorePack.
With DocumentsCorePack Service Version 2020.103 or higher, it is possible to use your existing OCAs not only in the context of the DocumentsCorePack Dialog, but also directly in workflows and actions. This allows for a new lookup field called OCA that can be found in the “Advanced” tab of your AutoMergeWorkingItem record.
Use OCAs as part of a workflow
A quick and easy way to use this new feature is when creating an AutoMergeWorkingItem via a workflow or an action. To start, create a new One-Click-Action.
Creating a new One-Click-Action: Open DocumentsCorePack in your Dynamics 365 and navigate to the “One-Click-Action” tab.
Please note: If you need further information on how to create a One-Click-Action, have a look at this article.
In this very basic example, we simply define the template ❶ and the filetype ❷ via the OCA.
Create a workflow: Now it’s time to create your workflow. Create a new workflow and add an AutoMergeWorkingItem as part of your process step procedure.
Please note: If you need further information on workflows in DocumentsCorePack, have a look at this article.
❶ Open the record and give it a name.
❷ Choose Create Document for AutoMergeAction.
❸ Provide a PrimaryRecordUrl.
❹ Finally, choose your One-Click-Action via the OCA field in the “Advanced” tab. As our template and the filetype is already defined in the OCA, no further information is needed here.
That’s all! Now you can save your changes and run your workflow.
Usage and Limitations
One-Click-Actions have been developed to work in conjunction with the DocumentsCorePack Dialog, therefore not all features will work in a workflow scenario.
1. Template Settings
❶ Template selection: Either select Predefine Template or Use Multipart.
❸ Conditional Template.
❷ Edit Template.
(Allow User Selection is also not supported.)
2. Processing Settings
❶ All filetypes.
❷ Attach document: Only attach as note is supported.
❸ Print document.
❹ Print copies.
❺ Run workflow.
❻ Run action.
❼ Save to SharePoint.
Please note: When running an action, parameters for the following entity types can be provided by the DocumentsCorePack Service and later used in the action.
Entity: Entity of the record from where the Document Process is started (Account, Contact, e.g.).
Entity: MSCRM-ADDONS.com AutoMergeWorkingItems.
Entity: Email, Appointment, Letter.
These activities will only work in some types of workflow scenarios. E.g.: create an activity in a previous workflow step and attach the document to the newly created record either via AttachToEmail, AttachToAppointment or AttachToLetter.
3. Review Settings
These features are typically designed to be used in conjunction with the DCP Dialog and are not supported in this kind of scenario.
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