Using and Configuring CRM OneClick Word Document Generator

Create Template and Add in CRM

  • Open word and create a template.
  • Insert MailMerge fields for data coming from CRM.

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  • Make sure that the Field name matches exactly with the CRM field.
  • Templates are specific to use with individual entity.

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  • 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.

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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.

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  • From the Popup: Select template, Output Format, File Name and Action.

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  • Check the Downloaded file or Notes, on basis of the selection.

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Configure OneClick Buttons and use them

  • In Order to use OneClick Button directly from Form, Open Form Customization.

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  • 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.

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  • 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.

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