The deletion is optional in case you want to examine the entities and data created by the sample. The Account message creates another account to hold new data to merge into the entity.ĭisplay an option to delete the sample data that is created in Setup.The MergeRequest method creates the request.
Add the Array of the PDF files you received in the loop to the Content of PDF documents field: You can find more detailed information about Merge PDF action here. Click a small array icon on the right to switch to the view where you can input an entire array. Quoting what ms docs says about using any other dll in your plugin apart from dlls which are part of : Newtonsoft. The CreateRequiredRecords method creates any entity records that this sample requires. This is used to merge documents into a single PDF file, I have not tested but if you try this from Invoice or Order, you may not see the difference because it is one document, but if you try to send documents from a customer or vendor, then I hope if this is set to true it will send one single PDF instead of separate email for each. This is an action from Plumsail Documents connector. We often need to use external dlls in CRM plugins which need to be merged into main plugin assembly dll to make it work.Checks for the current version of the org.In order to simulate the scenario described in What this sample does, the sample will do the following: Setup The MergeRequest message is intended to be used in a scenario where it contains the data that’s needed to merge the information from two entity records of the same type. This dialog will cache previous connections so that you can choose a previously used connection. If you do not specify a connection string in cds/App.config file, a dialog will open each time you run the sample and you will need to enter information about which instance/org you want to connect to and which credentials you want to use. After you specify a connection string in cds/App.config, any sample you run will use that connection information. Open the sample solution in Visual Studio and press F5 to run the sample.(Optional) Edit the cds/App.config file to define a connection string specifying the instance/organization you want to connect to.
I am preparing an employee benefits letter for approx 200 employees in Word & mail merging the information from an Excel spreadsheet into a Word e below. There’s a great little workaround for creating dynamic links in a mail merge by adding a hyperlink field around the mail merge field and here’s how to do it.
That is, the XML data can be imported directly into a General File data source. If data are imported from an external source, you do not need to create an XML Schema.