Execute
Explanation
This activity is used to execute mail merge with a document template stored
in docman.
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
- Mail merge will be executed with a template stored in docman.
Window
N/A
Related Window Descriptions
Quick Report Result
Procedure
Executing Mail Merge with a Document Template Stored in Docman:
- Execute a report and obtain results.
- Select a set of records you want to execute mail merge for.
- Right-click and then click Mail Merge.
- Select Execute. Attached Mail Merge Templates dialog
box will be opened.
- Select appropriate document template from the overview list
- Select one of the options to specify the number of rows i.e., Selected Rows
or All Rows.
- Select Execute.
- Mail merge will be executed and Microsoft Wordİ will be opened.