Difference between revisions of "Including XML on an MS Word Merge Document"

Revision as of 09:56, 20 August 2013

This article explain how to use the data stored within SmartSimple XML field on a Word Merge document.

XML data can be displayed on a Word Merge as either a single value or table.

General Procedure

For single values use: 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 | at the beginning and end of the row.

table_x=@xml.fieldname.sectionname.nodename[#|~childnodename.nodevalue~|~childnodename.nodevalue~|#]@

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 it's the fifth table in the 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