How to Configure Dialog

This section shows how Aspose .NET AutoMerge can be used with a Dialog.

• Open Settings -> Processes within CRM and hit New.
  
• Enter Name and Entity and select category as Dialog. (Make sure your template is designed for the same entity you have selected.)
  
• Use the window to create your own Dialog.
  
• Lets Create a sample Dialog here, Add step >> Query CRM Data.
  
• Name the step and hit set properties.
  
• Select document templates and click save and close.
  
• Add a new page and give a Name of this step.
• Add step to Prompt and Response and give a Name, Hit set properties.
  
• Enter prompt text and select picklist from response type and then select query CRM data in Provide values and select your template query with name in columns.
  
• Add a new page and give a Name of this step.
• Add step to prompt and Response and give a Name, Hit set properties.
  
• Enter prompt text and select picklist from response type and enter values for email and letter.
  
• Add a new page and give a Name of this step.
• Add step to Prompt and Response and give a Name, Hit set properties.
  
• Enter prompt text and select picklist from response type and enter values for yes and no.
  

Create Document

• Add Step >> Aspose AutoMerge >> Create Document and give a Name.
  
• Hit Set Properties to define the settings.
  
• Enable Logging: It will log all the steps performed by the plugin.
• Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
• Document Template: use the template selected on the first page of the Dialog.
• License File Path: If you already own Aspose License for Aspose.Words use this attribute to use the license to generate full version of the document.

Attach To Email

• Add Check Condition Step and Give name click configure.
  
• Configure the check statement for Attach to Email.
  
• Inside the check condition Add Step >> Aspose AutoMerge >> Attach To Email and give a Name.
  
• Hit Set Properties to define the settings.
  
• Enable Logging: It will log all the steps performed by the plugin.
• Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
• 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.

Send Email

• Add Step >> Aspose AutoMerge >> Send Email and Give it a Name.
  
• Hit Set Properties to define the settings.
  
• Enable Logging: It will log all the steps performed by the plugin.
• Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
• Email: Use this lookup to select an already created email. (The email can be from existing emails or created email under the same Dialog)

Attach To Letter

• Add Condition branch to Check Condition.
  
• Configure the check statement for Attach to Letter.
  
• Inside the check condition Add Step >> Aspose AutoMerge >> Attach To Letter and give a Name.
  
• Hit Set Properties to define the settings.
  
• Enable Logging: It will log all the steps performed by the plugin.
• Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
• Letter: Use this lookup to select an already created Letter. (The Letter can be from existing Letters or created Letter under the same Dialog)
• Attachment: Select the created Output Attachment file to attach to the Letter.

Delete Temp Document

• Add Check Condition and Give it a Name.
  
• Configure to check if the Delete temp document is selected as Yes.
  
• In the Check Condition Add Step >> Aspose AutoMerge >> Delete Temp Document and give it a Name.
  
• Hit set properties to define the settings.
  
• Enable Logging: It will log all the steps performed by the plugin.
• Log File Directory: It will contains the path where the Log information is written. (If it is Empty, default path would be "C:\Aspose Logs")
• Attachment: select the document created by the AutoMerge Create Document Step in the Dialog.

Activate the Dialog.