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Custom Field Type: Special – MS Word Merge

1,822 bytes added, 18:14, 4 December 2018
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# '''This page describes how to create a Custom Field Type: Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.'''
<!--<span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="0">{{ FieldOptions }}</span></span></span></span></span></span>--><!--<span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="AppearMandatory" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="1">{{ AppearMandatory }}</span></span></span></span></span></span></span><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name="ToolTip" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" ToolTip" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" ToolTip" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" ToolTip" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" ToolTip" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" ToolTip" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" ToolTip" data-bs-type="template" data-bs-id="2">{{ ToolTip }}</span></span></span></span></span></span></span><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name="HideFieldForNewRecord" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" HideFieldForNewRecord" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" HideFieldForNewRecord" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" HideFieldForNewRecord" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" HideFieldForNewRecord" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" HideFieldForNewRecord" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" HideFieldForNewRecord" data-bs-type="template" data-bs-id="3">{{ HideFieldForNewRecord }}</span></span></span></span></span></span></span>
<span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name="OptionsTab" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" OptionsTab" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" OptionsTab" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" OptionsTab" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" OptionsTab" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" OptionsTab" data-bs-type="template" data-bs-id="4"><span class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" OptionsTab" data-bs-type="template" data-bs-id="4">{{ OptionsTab }}</span></span></span></span></span></span></span><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name="AppearMandatory" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="5"><span class="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" AppearMandatory" data-bs-type="template" data-bs-id="5">{{ AppearMandatory }}</span></span></span></span></span></span></span><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name="DisableFromGlobalSearch" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" DisableFromGlobalSearch" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" DisableFromGlobalSearch" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" DisableFromGlobalSearch" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" DisableFromGlobalSearch" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" DisableFromGlobalSearch" data-bs-type="template" data-bs-id="6"><span class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" DisableFromGlobalSearch" data-bs-type="template" data-bs-id="6">{{ DisableFromGlobalSearch }}</span></span></span></span></span></span></span>-->
<!--==Value Storage==
<span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="ValueStoresTo" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" ValueStoresTo" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" ValueStoresTo" data-bs-type="template" data-bs-id="7"><span class="mceNonEditable template" id="bs_template:@@@TPL7@@@" data-bs-name=" ValueStoresTo" data-bs-type="template" data-bs-id="7">{{ ValueStoresTo }}</span></span></span></span>
<span class="mceNonEditable template" id="bs_template:@@@TPL9@@@" data-bs-name=" CFPermissionsTab" data-bs-type="template" data-bs-id="9"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name=" CFPermissionsTab" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name=" CFPermissionsTab" data-bs-type="template" data-bs-id="8"><span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name=" CFPermissionsTab" data-bs-type="template" data-bs-id="8">{{ CFPermissionsTab }}</span></span></span></span>-->
==Set Up: Creating the Field==
===Setting the Values===
==Field Options==
All common options:<br />[[Custom Fields - General Information #General_Settings|General Settings]]<br />[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />[[Custom Fields - General Information #Classic Options|Classic Options]]<br />For further information, please refer to [[Custom Fields – General Information]].<br /><br />Options listed below are specific to this particular field type.<br>* '''Value''': - Allows the form fields you created on the MS Word document are now assigned by name to the associated [[SmartSimple]] Field Names or [[Custom Field ID|Field IDs]]* '''Custom Field IDs''': - You can use the Extract IDs and Display Field Names links in the section to display associated Field IDs and Field Names.
{{ButtonLabel}} For Word Merge fields, the default label is "Open".
* '''SmartFolder / File ID''': - Here you can specify the either the Field ID or File ID (as described [[Uploading_Word_Merge_Document_to_a_SmartFolder|in the previous step]]) of the MS Word document.
==See Also==
Smartstaff, administrator
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