Create Template

Explanation

This activity is used to create a mail merge document template. The template can be designed based on the report results.

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

• Microsoft Word©  will be opened. The user can prepare template using the fields shown in Insert Merge Field button.

Window

N/A

Related Window Descriptions

Quick Report Result

Procedure

Creating a New Document Template:

1. Execute a report and obtain results.
2. Right-click and then click Mail Merge.
3. Select Create Template. Microsoft Word©  will be opened.
4. Prepare template using the fields shown in Insert Merge Field button.
5. Once you are done, save the template in local computer.