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Automate Mail Merge
Posted: 22 Aug 08 4:29 PM
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SLX 7.0.1 SQL2K
The goal is to develop a button click event to automate a mail merge with a standard template. Trying techniques using either the MergeFromPlugin or the SLXDoc object (preferred) fails when using a public template released to everyone. The error message is:
The Mail Merge Engine encountered an error and cannot continue. The requested Microsoft Word template was either not found in the database, or your security rights prevent you from using this template.
Despite the fact that the template is released to everyone, is it a requirement that the template be copied as a Private Template of the user running the merge? Any insight is appreciated. |
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Re: Automate Mail Merge
Posted: 25 Aug 08 4:18 PM
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howdy, on this same note, has anybody developed a button click event to automate a mail merge with customer template? We would like the ability to call a mailmerge template from the opportunity detail form.
any help for this newbie would be appreciated
mark
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Re: Automate Mail Merge
Posted: 26 Aug 08 5:14 AM
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You should be using MergeFromFile for that.
You can specify the plugin id in your code and as long as the user has access to it you should be fine.
There was a document a few years ago - often referred to as the MailMerge SDK that has sample code.
You might want to look on the support site to see if it's there.
Start Shameless plug:
we have a documentbuilder add on that is going to be going into beta in a week or two that may be of interest. contact me offline if you are interested.
ws |
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Re: Automate Mail Merge
Posted: 26 Aug 08 9:31 AM
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Thanks Walter. I have got the automation to work using the MergeFromFile aka MM SDK but users are only able to run the process for templates copied down to there Private Template folder. I would like to take the copy down process out of the picture but the access to the template plug in is blocked for some reason despite being release to Everyone. When logged in as the admin, the process works fine using the template from the Public Templates folder. Even releasing the plugin to the individual user doesn't work.
Seems to be some rights aren't recognized using MergeFromFile... |
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Re: Automate Mail Merge
Posted: 26 Aug 08 9:38 AM
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When you are referencing the plugin id, are you using the source, or the released copy?
select pluginid from plugin where type = xx and name = 'xxxxxx' and user = 'SYST00000001'
If you are using the source, security will prevent them from accessing it.
Feel free to post some code...
ws |
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Re: Automate Mail Merge
Posted: 26 Aug 08 10:03 AM
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| Hazaa, problem solved!! I hard coded the plugin id as seen in architect thereby giving me the security errors. Looking at the Plugin table, I was able to get the correct plugin id where the user id is SYST00000001. Thanks Walter!! |
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Re: Automate Mail Merge
Posted: 06 Jun 12 6:24 PM
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fiogf49gjkf0d I am trying to automate Mail Merge to print Letters. Do you happen to have source code for this automation?
I am fairly new and can use any help in achieving this.
Thank you |
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