Difference between revisions of "Including XML on an MS Word Merge Document"
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| − | This article | + | This article explains how to use the data stored within a SmartSimple [[Custom Field Type: Special - XML Data|XML field]] on a [[Word Merge]] document. |
| + | Word Merges can either draw in a single value from an [[XML]] "node" or the XML data can be displayed as a table. | ||
| − | + | ==Syntax== | |
| − | + | For single values from an XML node use the following syntax in the "Values" section of the [[Custom Field Type: Special - MS Word Merge|Word Merge custom field]]: | |
| − | + | :''Mergefield''=@xml.''fieldname.sectionname.nodename''(''childnodename''.nodevalue)@; | |
| − | |||
| − | + | :'''Example:''' project_budget=@xml.Submission Budget.Total-Expenses.total-exp.currency(total-expenses.nodevalue)@; | |
| − | |||
| − | + | To display data in a table (dynamic number of rows) use the same syntax as used on a web page view ([[Custom Field Type: Special – XML Data]]) | |
| + | and delimit the cells using pipes ("|"). Note that there is a pipe ("|") at the beginning and end of the row. | ||
| − | + | :''table_x''=@xml.''fieldname.sectionname.nodename''[#|~''childnodename.nodevalue~|~childnodename.nodevalue''~|#]@; | |
| − | This example would render in a table with two columns. | + | :'''Example:''' table_5=@xml.Submission Budget.Other-Grants.Funders[#|~Funder.nodevalue~|~currency(Amount.nodevalue)~|#]@; |
| − | + | ||
| − | In the example above | + | *This example would render in a table with two columns. |
| − | Each XML section must be displayed in a separate table. | + | *To specify the table use: "table_x =" where x is the table number as it appears in the template document. |
| + | *In the example above, the XML data will be merged into the fifth table in the Word document. | ||
| + | *Each XML section must be displayed in a separate table. | ||
==See Also== | ==See Also== | ||
{{WordMergeLinks}} | {{WordMergeLinks}} | ||
| − | [[Category:Custom Fields]] | + | [[Category:Custom Fields]][[Category:XML]] |
Latest revision as of 08:16, 3 June 2016
This article explains how to use the data stored within a SmartSimple XML field on a Word Merge document.
Word Merges can either draw in a single value from an XML "node" or the XML data can be displayed as a table.
Syntax
For single values from an XML node use the following syntax in the "Values" section of the Word Merge custom field:
- Mergefield=@xml.fieldname.sectionname.nodename(childnodename.nodevalue)@;
- Example: project_budget=@xml.Submission Budget.Total-Expenses.total-exp.currency(total-expenses.nodevalue)@;
To display data in a table (dynamic number of rows) use the same syntax as used on a web page view (Custom Field Type: Special – XML Data) and delimit the cells using pipes ("|"). Note that there is a pipe ("|") at the beginning and end of the row.
- table_x=@xml.fieldname.sectionname.nodename[#|~childnodename.nodevalue~|~childnodename.nodevalue~|#]@;
- Example: table_5=@xml.Submission Budget.Other-Grants.Funders[#|~Funder.nodevalue~|~currency(Amount.nodevalue)~|#]@;
- This example would render in a table with two columns.
- To specify the table use: "table_x =" where x is the table number as it appears in the template document.
- In the example above, the XML data will be merged into the fifth table in the Word document.
- Each XML section must be displayed in a separate table.
See Also
To set up a Word merge:
- Step 1 - Create the MS Word document that will be used as the template.
- Step 2 - Upload the Word document to a SmartFolder.
- Step 3 - Create a Special - MS Word Merge custom field.
Advanced Word Merge Features Include:
- Exporting List View Results to Microsoft Word
- Uploading a MS Word Merge Document to a Custom Field
- Including Tables in a Word Merge Document
- Using ReportProperty with a Word Merge Document
- Including Check Boxes on an MS Word Merge Document
- Including XML on an MS Word Merge Document
- Using Conditional Logic on a MS Word Merge Document
