View Template
Explanation
This activity is used to view a mail merge document template.
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 Wordİ will be opened and the user can view template.
Window
N/A
Related Window Descriptions
Quick Report Result
Procedure
Viewing a Document Template:
- Execute a report and obtain results.
- Use right mouse button menu option and select Mail Merge.
- Select View Template. Attached Mail Merge Templates dialog
box will
be opened.
- Select the template you want to view from the overview list and click
View.
- Template will be opened for viewing.