Using and Configuring CRM OneClick Word Document Generator
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Create Template and Add in CRM
- Open word and create a template.
- Insert MailMerge fields for data coming from CRM.
- Make sure that the Field name matches exactly with the
CRM
field. - Templates are specific to use with individual entity.
- Once the Template is created, Open OneClick Word Configuration entity in CRM and Create a New record.
- Give the name of the template, select entity the template is defined for and attach the created document in the attachment.
Generate Document from Ribbon Button
- Open Record where you want to generate document. (Make sure a template is already attached in the configuration for that entity)
- Click OneClick Word button from the ribbon.
- From the Popup: Select template, Output Format, File Name and Action.
- Check the Downloaded file or Notes, on basis of the selection.
Configure OneClick Buttons and use them
- In Order to use OneClick Button directly from Form, Open Form Customization.
- Insert WebResource where you want to add OneClick Buttons.
- Select OpenButtonPage in Webresource and give it a Name.
- Configure the Buttons in Data field in the following sample.
- Use separate line for each button and use the following syntax:
- Syntax: <Template Name>|<Action: Download/Note>|<Output Format>|<Output FileName>
- Example: Demo|Download|docx|My Downloaded File
- Save and publish the customization.
- The button is available on the form.