Attach Template

Explanation

This activity is used to attach a mail merge document template to the report.

Prerequisites

• Docman awareness should be enabled for UserQuickReport and QuickReport, i.e. setting DocReferenceObject^ in Object Connections for those LU:s.
• CRM and Custom Objects(fndcob) components should have been deployed.

System Effects

• Open dialog box will be opened. The user can choose a template to attach to the report.

Window

N/A

Related Window Descriptions

Quick Report Result

Procedure

Attaching a Document Template:

1. Execute a report and obtain results.
2. Right-click and click Mail Merge.
3. Select Attach Template. The Open dialog box will be opened.
4. Locate the template in the local computer and select the file.
5. Select Open.
6. Create Documents dialog box will be opened.
7. Enter a doc class from the list, select the line and click Apply.
8. Enter a format from the list, select the line and click Apply.
9. Now select the line and click Create.