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Document Subject (Dynamics 365)
On November 25, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

The Document subject property allows you to define a subject, or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So when you use the [Create Activity]-button form the Client, the subject will be already prefilled in the creation dialog.
Please note: This setting only affects the DocumentsCorePack Client Based process!

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Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template
How to test a DocumentsCorePack template (Dynamics 365)
On November 25, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

You have created or modified a new template and now you would like to give
it a try. You can test your template with DocumentsCorePack Client.

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Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template
Document Name (Dynamics 365)
On November 24, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Document name property allows you to define a name, or a name patter
for your template. So the actual document already has a pretty name as soon
as it is generated. This setting applies to both, DocumentsCorePack Server Based and
DocumentsCorePack Client Based. The following step by step description outlines
how to set this property in the DocumentsCorePack Client for your template.
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8076 Views
Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template
The [Insert Field]-button (Dynamics 365)
On November 24, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

This article outlines the functionalities of the [Insert field]-button. 

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Tagged With: 2015, 2016, 365, button, Client, DCP, DocumentsCorePack, template
Sharepoint Metadata (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The latest version of DocumentsCorePack Server Based supports the population of
metadata into SharePoint. Prerequisites for this feature to work are Client Version 7.31,
Server Version 2015. Proper configuration of Dynamics 365 and DocumentsCorePack
for the Dynamics 365 Integrate Sharepoint is needed as well.
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6270 Views
Tagged With: 2015, 2016, 365, attribute, attributes, Client, DCP, metadata, SharePoint, SP, template
Insert Hyperlink (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

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Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template
Computed Field (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

The Computed Field property allows you to evaluate calculations of data from Dynamics 365.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.

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Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template
Advanced String (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

 

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.
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Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template
Insert QR-Code (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.
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5265 Views
Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template
Insert Static Document (Dynamics 365)
On November 17, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Insert Static Document feature allows you to insert a sub template into
your current template or also to insert further text documents, like AGBs.
00 Comment
4915 Views
Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template
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