Option 2: Integrating the dox42 calls as pop-ups

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The dox42 pop-up allows you to choose which template to generate in one simple overview and also gives you the opportunity to pass on further input parameters like a dynamic format, a language switcher, additional text or choosing to attach the document to a CRM e-mail, at runtime. You can specify yourself which parameters should be available on the pop-up.

Example

Sales quote summary for solar panels including customer and pricing details.

Example of the dox42 pop-up

Types

dox42 D365 CE | Dataverse delivers three sample pop-up web resources:

  1. dox42_apps/dox42_Popup: includes the template selector, a language switcher and the function to attach your generated document to a CRM e-mail.

  2. dox42_apps/dox42_Popup_Format.htm: includes the template selector, a language switcher, a file format selector as well as the function to attach your generated document to a CRM e-mail. (shown in screenshot above)

  3. dox42_apps/dox42_Popup_Example.htm: next to all functions provided in the pop-ups mentioned above, this web resource contains further parameters like an additional comment field or check-boxes. We have included it in the solution to provide you with examples how you can customize the pop-up windows yourself.

Integration steps