Quantcast
Channel: Sam's Activities
Viewing all articles
Browse latest Browse all 3363

CRM 2016 Word Template with values of current user and if condition

$
0
0

Hi there,

can anyone answer this two questions:

1) Is it possible the get all the values of the current system_user which is using the Word Template feature?

   For example to insert values like name and phonenumber of the person who created the document.
I can use e.g. the "n:1" entity user connected by lk_contactbase_lastmodified or contact_owning_user, but this is not what i need exatly. 

2) For letter generating it would be nice to use some conditions in Word like in the form letter feature.
E.g. insert blanks after an non-empty field:
    <firstname><secondname>{IF <secondname> <> "<BLANK>" ""}<lastname>

or insert text depending on salutation
   {if <salutation> = "Herr" "Sehr geehrter Herr" "Sehr geehrte Frau"} <fullname>

I've tried the common {if] feature (ALT-F9) but the text filled by the XML-mappings cannot be used for conditions. The values are not filled, just the text of the crm-field can be read inside the if-clause.

Suggestions highly welcome

Folke


Viewing all articles
Browse latest Browse all 3363

Trending Articles