News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogTemplate Explorer (Dynamics 365)https://www.mscrm-addons.com/Blog/PostId/10275/template-explorer-dynamics-365DocumentsCorePack (DCP),DCP 365Mon, 02 Dec 2019 15:37:07 GMT<p style="text-align: justify;">The DocumentsCorePack Template Explorer is a feature that allows you to easier navigate through your templates while designing and maintaining them. The Template Explorer displays all DocumentsCorePack pack fields in a schematic tree view.&nbsp;This Feature is available in Version 9.37 and higher.&nbsp;</p> <div style="text-align: justify;">&nbsp;</div> <ol style="list-style-image: none;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="white-space: pre;"><a title="Template Explorer sample" href="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorersample.png"><span style="white-space: pre;"><img width="339" height="179" class="img-responsive" alt="Recover Button" src="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorersample.png" /></span></a></span></div> <p style="text-align: justify;">Figure 1: Template Explorer open on a sample template</p> </ol> <p style="text-align: justify;">The Template Explorer only works on DocumentsCorePack Templates. For merged documents or non DCP templates you will not be able to open the Template Explorer.<br /> You can enable or disable the Template Explorer with the new ribbon button "Template Explorer"&nbsp;<span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp; (Figure 2).&nbsp;</p> <p style="text-align: justify;"> </p> <ol style="list-style-image: none;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Ribbon button" style="background-color: #ffffff;" href="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorerribbon.png"><img width="339" height="179" class="img-responsive" alt="Recover Button" src="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorerribbon.png" /></a>Figure 2: Template Explorer button in Ribbon</div> </ol> <p style="text-align: justify;">After enabling the Template Explorer a new task pane will appear on the left of your document. The Template Explorer will list all fields that are used in your document in a tree view.</p> <p style="text-align: justify;"> </p> <ol style="list-style-image: none;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Template Explorer task pane" href="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorertaskpane.png"><img width="339" height="179" class="img-responsive" alt="Recover Button" src="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorertaskpane.png" /></a>Figure 3: Template Explorer task pane</div> </ol> <p style="text-align: justify;">Nested elements or tables will be displayed as sub-nodes of the tree view. An additional context menu allows you to directly interact with the field <span style="text-align: left; letter-spacing: normal; background-color: #fcfcfc; font-size: 24px; color: #0077b3;">❶ </span>(Figure 4) and by hovering over the element a tooltip shows information about the field <span style="text-align: left; letter-spacing: normal; background-color: #fcfcfc; color: #0077b3;"><span style="font-size: 24px;">❷</span> <span style="text-align: left; letter-spacing: normal; background-color: #ffffff; color: #777777;">(Figure 4)</span></span>.</p> <p style="text-align: justify;"> </p> <ol style="list-style-image: none;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Conext menu and tooltip" href="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorersample2.png"><img width="339" height="179" class="img-responsive" alt="Recover Button" src="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorersample2.png" /></a></div> <p style="text-align: justify;">Figure 4: Context menu on the element (left) and tooltipinformation (right)</p> </ol> <p style="text-align: justify;">The context menu allows to directly open field properties, delete a field or context-specific actions like <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #777777;">opening subtemplate.</span></p> <p style="text-align: justify;">At the bottom of the tree view you have 3 options additional options.&nbsp;&nbsp;</p> <ol style="list-style-image: none;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Template Explorer buttons" href="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorerbuttons.png"><img width="85" height="45" class="img-responsive" alt="Template Explorer buttons" src="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorerbuttons.png" /></a>Figure 5: Template Explorer buttons<br /> <br /> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc; font-size: 24px; color: #0077b3;">❶</span>&nbsp;Analyze the Template<br /> This action tries to analyze the template for know issues like unused relationships or invalid table layouts.<br /> This operation is now performed before each 'save process'. It can be disabled in the Template Explorer Settings. Details ob this feature can be found <a href="https://www.mscrm-addons.com/Blog/PostId/10277/analyze-template-feature-dynamics-365">here</a>.&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; font-size: 24px; color: #0077b3;">❷</span><span style="background-color: #fcfcfc; font-size: 18px; color: #0077b3;"> </span>DocumentsCorePack Settings<br /> This button opens the standard DocumentsCorePack template settings.&nbsp;</p> <p style="text-align: justify;"><span style="text-align: justify; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❸</span><span style="text-align: justify; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">&nbsp;</span>Template Explorer Settings&nbsp;<br /> The template explorer settings allow you to change single settings of ​this feature. More details can be found&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10276/template-explorer-settings-dynamics-365">here</a>.</p> </ol> <p style="text-align: justify; background-color: #fcfcfc;"><span><span style="font-size: 13px;"><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a style="background-color: #fcfcfc;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span><br /> </span></p> <div style="text-align: justify;"><span><br /> </span></div>10275