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DLL
Properties
ReadMe.md
SDKLoader.cs
SampleAddIn.cs
SampleAddInCustomTitle.csproj
SampleAddInCustomTitle.sln
addin_dialog.PNG
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ReadMe.md

Sample Addin to replace tags with Record properties

This add-in will read the title string and replace any properties surrounded with angle brackets with their equivalent property or field value. For example the title "this is a record by <Author>" will be replaced by "this is a record by David".

Finding the property Ids

This table lists all the properties, use the Id without the 'Record' prefix (e.g. <Author> will be replaced with the Record Author property).

Setup

To use this sample:

  • build then copy SampleAddin.dll to your EXE directory (the directory where trim.exe resides),
  • in the native client go to Administration > External Links,
  • add a 'New generic add-in (.Net) (see image 1),
  • select which object types this addin should be used by

Configuration

The add-in pre-populates the record title with the text 'Include properties using elements such as <Author> <Address> or <DateCreated>.'. To change this text:

  • create a string type Additional Field
  • do not assign this additional field to an object type
  • name the field 'CustomTitleConfig' (or [RecordTypeName]_CustomTitleConfig if you want different text for different Record Types)
  • enter the default record title text in the Default Value of the Additional Field. Configuration

Download

If you want to download the add-in 'as-is' then you can do that here.

Image 1

image 1

Image 2

image 2

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