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Office Engine for Text and HTML (Standard Implementation)

The standard implementation replaces placeholders in Text documents with values ​​from the CRM system.

Configuration

You can create a new text engine on the Microsoft Dynamics CRM user interface. To do this, specify the following information:

  • Type: awisto.Xrm.OfficeIntegration.Engines.Text.TextEngine
  • Assembly: awisto.Xrm.OfficeIntegration.Engines.Text

Simple Placeholder

The placeholders must be specified in the form $ {Identifier}. Tag names for simple values ​​may consist only of small letters. The given name refers to a tag of the same name within the XML data stream (see XML output) in the current context. 

${salutation} ${firstname} ${lastname}

Change Context

Dependent data can be separated by contexts in order to avoid name conflicts. Context changes must start with a large letter and can not end with a 's'. The nesting depth is arbitrary.

${A}
    Contextchange ${a}
${/A}

Lists

Enumerations of elements must begin with a large letter and end with a small, s' end. The content is automatically repeated for each element from the data source.

${As}
    * List of Elements ${tag2} ${tag3}
${/As}

Conditions

A condition removes the included content if the specified XPath condition is not met. Relative XPath expressions refer to the currently active data context.

${Condition /a/b[text() != '']}I'm the text inside${/Condition}

You can negate the result by writing a "!" at the beginning of the XPath expression.