![]() ![]() However, its always worth taking a look at what is available already and for free! Why Create Dynamics 365 Word Templates? There are third party vendors (see link at bottom page) with products that extend the functionality available from Microsoft, especially for document creation, management and storage. Dynamics 365 natively integrates with the Microsoft 365 suite of products which includes Word. While there are other techniques you can use to provide different Entity Forms based on a particular value (such as by setting up different pages with a single Entity Form on each, and then use JavaScript to modify the URL the user clicks on to get to that page), I think this technique is a lot cleaner as the end user only sees one web page URL.In this blog, I will demonstrate how to create Dynamics 365 Word Templates in 9 easy steps. You should use either the redirect option, or hide the form after save. This is because the code does not rerun the Liquid logic after a form post back. If you choose the Display Success Message option for the On Success field, and you uncheck Hide Form on Success, and you change the value from the editable to the non-editable value, the editable version of the form will be displayed after saving.The field we use to determine if it is editable or read-only does not need to appear on the form, since the Liquid runs server-side and is independent of the form. ![]() As I mentioned above, you can only render one Entity Form Liquid tag per page however, due to the if statement, only one will ever be processed. In this case, we’re assuming the Entity Forms have the names of Editable Entity Form and Readonly Entity Form. Next, we have a simple if statement that checks the value of that field, and renders two different Entity Forms, depending on the value. This example assumes the ID of the entity is in the id query string parameter, as it is in many cases. The first step is to get the record so we can determine the value of the option set field. Any tags encountered after the first one is rendered are ignored.Ĭommon usages include:
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