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Template Versioning (Dynamics 365)
On May 21, 2019 in DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
Template Versioning saves a backup of each template instead of simply overwriting it. This feature requires at least version 9.25 of the client and version 2017.184 of the server or service.
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Tagged With: DCP, document, history, version, versioning, DocumentsCorePack, template, Template Designer
Template Preview (Dynamics 365)
On May 21, 2019 in DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Template Preview functionality of the DocumentsCorePack Template Designer allows you to see a thumbnail of your templates when opening or saving them.
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2633 Views
Tagged With: , DCP, Template Designer, DocumentsCorePack, Preview, Template, Thumbnail
How to build Multilevel-Relationships
On August 20, 2018 in *General*, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines how to build a Multilevel-Relationship from Quote > Quote Line (Quote Product) > Product.
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4457 Views
Tagged With: DCP, template, Template Designer, DocumentsCorePack, relationship
How to add fields from the current user
On August 20, 2018 in *General*, DCP 365, DocumentsCorePack (DCP), DocumentsCorePack 2015/2016 by Steindacher Sigrid Steindacher Sigrid
This article outlines how to add fields from the current / executing user to a Template
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3218 Views
Tagged With: add a user, add user, executing, executing user, relationship, template, template designer
Step-by-Step: How to set up User-Prompts
On July 24, 2018 in *General*, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
This blog article covers a Step-by-Step example on how to set up user-prompts in DocumentsCorePack Template Designer.
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5402 Views
Tagged With: productivity, Template Designer, templates, user-prom, DCP, DocumentsCorePack
Insert Condition Fields (Dynamics 365)
On February 1, 2018 in DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Condition field functionality property allows you to define dynamic content that is either displayed or removed form the final document based on a certain condition.
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10018 Views
Tagged With: Condition field, Conditions, DCP, dynamic content, DocumentsCorePack, Template Designer

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