How to Configure Workflow

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

• Open Settings -> Processes within CRM and hit New.
  
• Enter Name and Entity and select category as Workflow. (Make sure your template is designed for the same entity you have selected.)
  
• Use the window to create your own workflow.
  
• If you want to use "Aspose AutoMerge" functionality Go to Add Step - > Aspose AutoMerge
  
  Here you will see all available options to use with Aspose AutoMerge.

Create Document

Select this option to create a new document based on the template.

• Give a meaningful name to the step.
  
• 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 this lookup field to select Template. This template would be the base of your generated document.
• 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.

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 Lead)

Note: Notes and Attachments should be enabled for the primary entity of the workflow.

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.
  
• Set some properties for the email.
  
• Add Step to Attach to Email and Give a meaningful 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.

Attach To Letter

Select this step if you want to attach the document to Letter. Attach to letter works same like Attach to Email and it will use the letter activity.

Delete Temp Document

Select this step if you want to delete the generated document from the primary entity.

• Give name to the step.
  
• 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 workflow.

Send Email

• Give name to the step.
  
• 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: select the document created by the workflow. Activate the Workflow.