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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / HR Document Management
Microsoft Dynamics AX (Archived)

HR Document Management

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Posted on by Lourense 395

Hi

I need to set up various standard HR letters to be generated by using Word templates from within AX 2012.

I am using the table HcmWorker on the overview tab and when I try to add DirPersonName as the Data Table on the following tab I get the following error:

  • A relation between Worker and Person name must exist, or a data value must be entered.

I need to have information such as First Name, Last Name, Job, Department, Compensation Level etc. available to the Word document. The document must be available from the attachment button on the Employee List page.

Any suggestions or examples that I can look at? If possible I would like to avoid customisations.

Lourens

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I have the same question (0)
  • RamK Profile Picture
    RamK 2,580 on at

    Your requirements calls for customization

  • Lourense Profile Picture
    Lourense 395 on at

    Hi Ram

    What is the best way to customise?

    Lourens

  • Suggested answer
    Brian Kinser Profile Picture
    Brian Kinser 815 on at

    you can just use HcmWorker and reference method name....such as hcmWorker.name() and you will have your worker name on the letter

  • Lourense Profile Picture
    Lourense 395 on at

    Hi Brian

    Thank you for your reply. Excuse my ignorance, but how do I reference the method on the Document Types/Setup form?

    Lourens

  • Suggested answer
    Brian Kinser Profile Picture
    Brian Kinser 815 on at

    here is a link that may help explain document data sources used to create word templates......basically, NAME can be treated like a field.

    dynamicsaxtipoftheday.com/.../use-word-templates-to-generate-standard-customer-correspondence

  • Verified answer
    Brian Kinser Profile Picture
    Brian Kinser 815 on at

    this way you can add fields from the chooser to your document. For display methods and calculated fields you need to right click on the data source itself and choose SHOW CALCULATED FIELDS.....Then you will see the display method for name and you can just drag it over

  • Lourense Profile Picture
    Lourense 395 on at

    Thank you Brian, I got it working. Your help is much appreciated.

    Lourens

  • Annette Aker-Iversen Profile Picture
    Annette Aker-Iversen on at

    Hi Lourens!  I have exactly the same issue.  Unfortunately I do not get it working. It stops when I try to generate the Word-document.  

    I have studied the article and the example showing CustTable. In the Personalform there is no 'Generate from template'-button.  How did you solve it?  I would be grateful if you could send me your solution.

    Regards

    Annette

    e-mail: annette.aker.iversen@advania.no

  • Lourense Profile Picture
    Lourense 395 on at

    Hi Anette

    You are right, there is no button to Generate from Template in HR. Instead you can click on the attachment button, then on 'New' and select your document from the drop down.

    Once selected the system will open a Word document with all the information in the document filled in.

    It will also store a copy of the document for later viewing.

    I hope this answers your question. If not let me know.

    Lourens

  • Annette Aker-Iversen Profile Picture
    Annette Aker-Iversen on at

    Hi Lourens!

    Thank you so much for your answer. I have tried what you suggest. When I choose Attachment/new – the drop down does not show DocumentTypes with Class = Template library

    Which Class/Group have you set for your DocumentType? When making the template document –you used Document Datasource, right? Did you also share your template in Sharepoint to make it work?

    Apologize for all these questions, but to have this work, will be a big relief. I really appreciate your help. Hope I can help you another time.

    Annette

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