CONTENTS
X

Word Template Examples

IN THIS ARTICLE

Example 1

Template ID SalesOrderPreview
Description Preview of Sales Order
NOTE: See the example walkthrough here.
Data Source Provider SalesTableDsProvider DSP class
Primary Table SalesTable
Document Type ID SalesTL_FS
Design Template Step by Step Tutorial Explore Template Examples Step by Step tutorials.
Setup Screenshots
AX artifacts
DDSP file
Template document		 Download resources
Read instructions >>

Example 2

Template ID SalesOrderPreview_FromQuery
Description Preview of Sales Order
NOTE: See the example walkthrough here.
Data Source Provider SalesOrderDocumentDsProviderQuery DSP query
Primary Table SalesTable
Document Type ID SalesTL_FS
Design Template Step by Step Tutorial Explore Template Examples Step by Step tutorials.
Setup Screenshots
AX artifacts
DDSP file
Template document		 Download resources
Read instructions >>

Example 3

Template ID PurchOrderDocument_TaxIncluded
Description Preview of Purchase Order with taxes included
NOTE: See the similar example walkthrough here .
Data Source Provider DocPurchOrderDocumentDsProviderClass DSP class
Primary Table PurchTable
Document Type ID PurchTL_FS
Design Template Step by Step Tutorial See a similar tutorial:
Example 3: Purchase Order Report
Setup Screenshots
AX artifacts
DDSP file
Template document		 Download resources
Read instructions >>

Example 4

Template ID PurchOrderDocument_TaxExcluded
Description Preview of Purchase Order with taxes excluded
NOTE: See the similar example walkthrough here.
Data Source Provider DocPurchOrderDocumentDsProviderClass DSP class
Primary Table PurchTable
Document Type ID PurchTL_FS
Design Template Step by Step Tutorial See a similar tutorial:
Example 3: Purchase Order Report
Setup Screenshots
AX artifacts
DDSP file
Template document		 Download resources
Read instructions >>

Example 5

Template ID PurchOrderDocument_FromQuery
Description Preview of Purchase Order
NOTE: See the similar example walkthrough here.
Data Source Provider DocPurchOrderDocumentDsProviderQuery DSP query
Primary Table PurchTable
Document Type ID PurchTL_FS
Design Template Step by Step Tutorial See a similar tutorial:
Example 3: Purchase Order Report
Setup Screenshots
AX artifacts
DDSP file
Template document		 Download resources
Read instructions >>

Example 6

Template ID TemplatingFeaturesOverview
Description Demonstrates templating capabilities of Docentric AX Template Designer including use of Subdocuments.
Data Source Provider DocTemplatingFeaturesOverviewDsProvider DSP class.
Primary Table PurchTable
Document Type ID PurchTL_SP
Design Template Step by Step Tutorial Explore Template Examples Step by Step tutorials.
Setup Screenshots
AX artifacts
DDSP file
Template document		 Download resources
Read instructions >>

Instructions

In order to run an example follow these steps:

1. Make sure you have installed Docentric AX Framework.

2. Import provided AX artifacts related to the example.

3. Navigate to Company/System administration/Area page/Setup/Docentric AX/Document management menu and open the Docentric Document Types form.

4. Create a new Docentric document type with PurchTL_FS, PurchTL_SP or SalesTL_FS ID, according to the referenced Docentric document type in the example.

While built-in document templates are stored on SharePoint document libraries only, Docentric document templates can also be stored on file system (e.g. shared folders/network drives).
Ensure that end users have at least READ access to the document templates. This will enable them to generate Word documents from the templates. But also, if you want to enable end users to design the templates directly on their file location, WRITE access to the templates has to be granted.

5. Set Class to Docentric templates on file system in case of PurchTL_FS and SalesTL_FS document types. Specify Folder as the template location (for test purposes you can use local disk). Optionally specify Archive directory.
 

 

6. Set Class to Docentric templates on SharePoint in case of PurchTL_SP document type. Specify SharePoint site and Document library as the template location. Optionally specify Archive directory.
 

 

7. In case of PurchTL_FS and SalesTL_FS PurchTL_FS document types, copy the corresponding template to the specified Folder. In case of PurchTL_SP document type, upload the corresponding template to the specified SharePoint Document Library.

8. Click the Synchronize button.

9. Activate the template (and all other templates) by clicking the Activate button.

10. Navigate to Purchase Orders / Sales Orders list page and test the example.

An example will not work if the corresponding Template IDs and Document Type IDs aren’t identical as these listed in the table at the beginning of this tutorial. You may set Template location and Archive directory as you like.

However, you can follow step-by-step tutorials in the Docentric Document Template Libraries chapter to build an example on your own, using the examples given here as a reference.

See also

How to Use Labels with Word Document >>
SSRS Report Examples >>
Basic Report Examples >>
How to design templates with Docentric AX Template Designer >>
How to Write a Data Source Provider Class >>

IN THIS ARTICLE