Word Template Workflow

Click2Export enables exporting of Dynamics CRM Word Templates using Click2Export workflow.

Follow the steps given below to export word templates using workflow:

  • Navigate to Settings > Processes and click on ‘New’ to create a new workflow.

  • Enter the ‘Process Name’, select the ‘Category’ as ‘Workflow’ and ‘Entity’ for which you want to create this workflow. Click on ‘OK’.

  • Here you can select whether you want the Workflow to be On Demand or trigger on a change of Options for Automatic Processes.

  • First user needs to click on ‘Add Step’ and add Perform Action step that is predefined by Microsoft to select the appropriate Action for required word template. Select Action as SetWordTemplate option and Entity as None (global).

  • Now click on ‘Set Properties’ of Perform Action step and select the required Word Template in SelectedTemplate section and required Entity in Target section. In order to select the required entity in Target section, it should have Business Process Flows ticked in the entity settings like shown below:

  • Click2Export ships with one workflow assembly namely ‘Inogic.Click2Export.ExportWord.ExportWord2PDF’. This step is required to call the workflow for performing the selected action.

  • Now click on ‘Set Properties’ for Inogic.Click2Export.ExportWord.ExportWord2PDF

  • Once the properties window opens, fill in the correct details as explained below:

Document Template: Select the document that needs to be converted to PDF.

CRM Report Template: This will be the Report Template that has been created for the Document Template selected above.

Attach as a Notes: If marked as True, then it will attach the converted PDF against the record as a Note else it will not.

Attach to an Email: If marked as True, then it will attach the converted PDF in an email. The Email Recipients and the Sender would be selected based off the Email Configuration done on the selected CRM Report Template.

Upload to SharePoint: If marked as True, the converted file will be uploaded against the record’s respective SharePoint folder.

  • Now ’Save’ and then ‘Activate’ the process.

  • You can now see the workflow in ‘My Processes’.

For further queries, reach out to us at crm@inogic.com

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