How to configure Workflow

  • Open Settings - > Processes within CRM and hit "New". 1342814
  • Enter Name and Entity and select category as Workflow. (Make sure your template is designed for the same entity you have selected.)1342815
  • Use the window to create your own workflow.1342817
  • If you want to use "Aspose Cloud AutoMerge" functionality Go to Add Step - > *Aspose Cloud AutoMerge 1342820
  • Here you will see all available options to use with Aspose AutoMerge.
    • Create Document
    • Attach To Email
    • Attach To Letter
    • Delete Temp Document
    • Send Email

Create Document

Select this option to create a new document based on the template.
  • Give a meaningful name to the step.1342822
  • Hit Set Properties to define the settings.1342824
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Product URI: This contains the cloud product URI through which all the requests are processed.
  • App SID: It is the application AppSID From the Cloud storage of Aspose.
  • App Key: It is the App password Key from the cloud storage of Aspose.1342827
  • Document Template: Use this lookup field to select Template. This template would be the base of your generated document.
  • Delete Template From Cloud Storage: If you already own Aspose License for Aspose.Words use this attribute to use the license to generate full version of the document.
  • Delete Generated Document From Cloud Storage: If you already own Aspose License for Aspose.Words use this attribute to use the license to generate full version of the document.
Please Note that the document is generated at this stage and attached to the Primary record of the workflow. (In this case, created document is attached to the Contact)
Note: Notes and Attachments should be enabled for the primary entity of the workflow.1342830

Attach To Email

Select this option to attach the created document to an email. This step is used with combination of "Send Email" described below. Please notice that you can select an existing email as well as you can create an email within your workflow.
  • First Create an email message within workflow.1342832
  • Set some properties for the email.1342834
  • Add Step to Attach to Email and Give a meaningful name.1342836
  • Hit Set Properties to define the settings.1342838
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Email: Use this lookup to select an already created email. (The email can be from existing emails or created email under the same workflow)
  • Attachment: Select the created Output Attachment file to attach to the email.

Attach To Letter

Select this option to attach the created document to a letter. Please notice that you can select an existing letter as well as you can create a letter within your workflow.
  • First Create a letter within workflow.1342839
  • Set some properties for the letter.1342841
  • Add Step to Attach to letter and Give a meaningful name.1342843
  • Hit Set Properties to define the settings.1342845
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Letter: Use this lookup to select an already created letter. (The letter can be from existing letters or created letter under the same workflow)
  • Attachment: Select the created Output Attachment file to attach to the letter.

Delete Temp Document

Select this step if you want to delete the generated document from the primary entity.
  • Give name to the step. 1342848
  • Hit set properties to define the settings.1342849
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Attachment: Select the created Output Attachment file.

Send Email

  • Give name to the step. 1342851
  • Hit set properties to define the settings. 1342853
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Email: Select the created Output Attachment file.

Activate the Workflow
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Last edited Jan 5, 2015 at 10:54 AM by asposemarketplace, version 1