Execute Local File
Explanation
This activity is used to execute mail merge with a document template stored
in the local computer.
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
- Mail merge will be executed with a template stored in the local computer.
Window
N/A
Related Window Descriptions
Quick Report Result
Procedure
Executing Mail Merge with a Document Template Stored in Local Computer;
- Execute a report and obtain results.
- Select a set of records you want to execute mail merge for.
- Right-click and then click Mail Merge.
- Select Execute Local File. You will be asked about the number of rows
you want mail merge to execute.
- Select appropriate option. The Open dialog box will be opened.
- Locate the template in the local computer and select the file.
- Select Open.
- Mail merge will be executed and Microsoft Wordİ will be opened.