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Custom Field Type: Special – MS Word Merge

637 bytes added, 19:59, 1 April 2009
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*'''Note''': Field references are semi-colon delimited.
You can also add data to one or more existing tables in the resultant MS Word document if you have multiple records that you need to include.
* In the example below the first table (identified by position and referenced as table_1) is set to the records associated with the [[Entity|entity]].
[[Images:WordMergeTable.PNG]]
You must specify the [[Smart Folder]] ID where the documents are located or the file ID.
* Login and upload the document to the appropriate single or multiple file field.
* Use the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in]] to automatically attach the document to a specified single or multiple file field, without directly logging into the system.
 
 
==Including Tables==
You can also add data to one or more existing '''tables''' in the resultant MS Word document if you have multiple records that you need to include.
''For example: all Level 2 Activities related to a Level 1 entity''
* In the example below the first table (identified by position and referenced as table_1) is set to the records associated with the [[Entity|entity]].
[[Image:WordMergeTable.PNG]]
* In the MS Word document you must create a table with the relevant number of columns. The table should only include a single row with the column headings (the heading do '''not''' have to match the field names within SmartSimple
* You do '''not''' have to create form fields within the table. New rows will be created automatically and populated with data in the order specified in in the MS Word Merge Custom Field '''Values''' section.
* The table you create in MS Word for the example above would look like this:
[[Image:WordTable.PNG]]
'''SmartDoc plug-in document uploading:'''
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