How to Configure Dialog

This section shows how Aspose .NET AutoMerge can be used with a Dialog.
  • Open Settings -> Processes within CRM and hit New. 1335418
  • Enter Name and Entity and select category as Dialog. (Make sure your template is designed for the same entity you have selected.) 1335421
  • Use the window to create your own Dialog. 1335425
  • Lets Create a sample Dialog here, Add step >> Query CRM Data. 1335431
  • Name the step and hit set properties. 1335436
  • Select document templates and click save and close. 1335440
  • Add a new page and give a Name of this step.
  • Add step to Prompt and Response and give a Name, Hit set properties. 1335444
  • Enter prompt text and select picklist from response type and then select query CRM data in Provide values and select your template query with name in columns. 1335451
  • Add a new page and give a Name of this step.
  • Add step to prompt and Response and give a Name, Hit set properties. 1335458
  • Enter prompt text and select picklist from response type and enter values for email and letter. 1335464
  • Add a new page and give a Name of this step.
  • Add step to Prompt and Response and give a Name, Hit set properties. 1335469
  • Enter prompt text and select picklist from response type and enter values for yes and no. 1335471

Create Document

  • Add Step >> Aspose AutoMerge >> Create Document and give a Name. 1335477
  • Hit Set Properties to define the settings. 1335483
  • Enable Logging: It will log all the steps performed by the plugin.
  • Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
  • Document Template: use the template selected on the first page of the Dialog.
  • License File Path: If you already own Aspose License for Aspose.Words use this attribute to use the license to generate full version of the document.

Attach To Email

  • Add Check Condition Step and Give name click configure. 1335494
  • Configure the check statement for Attach to Email. 1335506
  • Inside the check condition Add Step >> Aspose AutoMerge >> Attach To Email and give a Name. 1335516
  • Hit Set Properties to define the settings. 1335525
  • Enable Logging: It will log all the steps performed by the plugin.
  • Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
  • Email: Use this lookup to select an already created email. (The email can be from existing emails or created email under the same workflow)
  • Attachment: Select the created Output Attachment file to attach to the email.

Send Email

  • Add Step >> Aspose AutoMerge >> Send Email and Give it a Name. 1335539
  • Hit Set Properties to define the settings. 1335544
  • Enable Logging: It will log all the steps performed by the plugin.
  • Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
  • Email: Use this lookup to select an already created email. (The email can be from existing emails or created email under the same Dialog)

Attach To Letter

  • Add Condition branch to Check Condition. 1335549
  • Configure the check statement for Attach to Letter. 1335555
  • Inside the check condition Add Step >> Aspose AutoMerge >> Attach To Letter and give a Name. 1335562
  • Hit Set Properties to define the settings. 1335566
  • Enable Logging: It will log all the steps performed by the plugin.
  • Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
  • Letter: Use this lookup to select an already created Letter. (The Letter can be from existing Letters or created Letter under the same Dialog)
  • Attachment: Select the created Output Attachment file to attach to the Letter.

Delete Temp Document

  • Add Check Condition and Give it a Name. 1335572
  • Configure to check if the Delete temp document is selected as Yes. 1335575
  • In the Check Condition Add Step >> Aspose AutoMerge >> Delete Temp Document and give it a Name. 1335579
  • Hit set properties to define the settings. 1335581
  • Enable Logging: It will log all the steps performed by the plugin.
  • Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
  • Attachment: select the document created by the AutoMerge Create Document Step in the Dialog.

Activate the Dialog.

Last edited Jan 2, 2015 at 4:12 PM by asposemarketplace, version 1