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Templafy Dynamics module.
Templafy Office Add-ins version 5.4.2.xxx or higher.
User needs to have SuperAdmin rights on the Templafy solution.
The "Transformation pipeline" feature must be enabled. Contact your implementation partner if this does not appear to be enabled, and you believe that it should be.
Office 2013 or later.

3. Opening the Template Designer

To open the Template Designer, a Microsoft Office program must be open, e.g. Word. When this is open, the Templafy Task Pane will appear on the right side of the screen. Select the three dots in the top right corner of the Templafy Task Pane. These will bring up a drop-down list, and the ‘Template designer’ option should be selected.

Word		PowerPoint

4. Enabling dynamics

Before getting started on the actual configuration of the template, there are a couple of necessary steps needed to enable the template for dynamics.

1. Click the 'JSON' tab in the Template Designer section of the Templafy Task Pane.

2. Select 'Load Template configuration'.

3. The basic Template configuration will appear in the Templafy Task Pane. Click 'Save Template Configuration.'

Enable DCU

If you want to enable DCU:

change "enableDocumentContentUpdater":false, to true

{  
   "elementsMetadata":[  

   ],
   "transformationConfigurations":[  

   ],
   "isBaseTemplate":false,
   "enableDocumentContentUpdater":true,
   "version":"1.3"
}

4. Click Save template configuration AND place cursor in your document and SAVE document.

When uploading this template via the admin interface, then Dynamics is enabled

5. About Content controls & Shapes

Word: Using content controls

In Word, Templafy uses Content Controls to insert bindings. Templafy stores the binding as a JSON code string in the tags field located in Content Control Properties.

To view the properties, click on the content control. In the Word ribbon, choose the 'Developer' tab, select 'Controls', and then click on 'Properties.'

Note: By default, the Developer tab is not enabled on the Office Ribbon. Information about how to enable it can be found here.

Content control properties:

Example of content controls in a letterhead:

Screen_Shot_2018-07-20_at_07.42.55.png

PowerPoint - Using Shapes

In PowerPoint, Templafy uses Shapes to insert bindings. Templafy stores the binding as a JSON code string in the Alt Text field in a Shape. To view the Alt Text, right click on the shape, then select 'Edit Alt Text'.

Alt Text field for a shape:

Example of a shape used when inserting a logo:

Screen_Shot_2018-07-20_at_08.04.15.png

6.1 Configure and insert bindings

How to configure a binding:

Place the cursor in the relevant place in the document or presentation.
Choose which type of placeholder you need.
Choose the binding (this is the logic that determines which data to insert).
Click 'Create'.

2. Choose the binding type from these options:

Date.
Group.
Image.
Text.
TextElement.

Depending on your choice, different configuration options will be shown.

Choose 'binding' from the drop-down. The binding contains the business logic that determines what data will be inserted when the document is created.

Note: If no bindings are shown, or you are missing bindings you need, make sure you have the relevant datasources and fields in the user profile and forms.

A 'binding' is a tag string that refers to where the choice has been made by the end-user.

For more about tag strings read here.

6.1.1 Configuring date

Choose date in the first dropdown on the Elements tab
Specify the binding that determines what format the date should be inserted. In the example below {{DateFormats.<ValueFromTypeColumn>}} where the <value> is the type column from the dateformats datasource, eg. {{DateFormats.CustomA}}
Choose the binding from the dropdown where the date input is made by the user. In the example below it is a Form Field named Date.

NOTE: Setting up dynamic dates needs both language and dateformat input specified in mandatory data sources. For more on this - please refer to this article.

6.1.2 Group visibility settings (show / hide)

Group configuration is used to hide or delete other bindings depending on the choices made by the end-user.

Example:

The term "Telephone" has a translation binding that will insert "telephone" in the language specified by the user. If the user has no phone number, then the whole line including the term "telephone" will be deleted.

Mark the content control that you want to be part of the group content control.
Choose group in the first drop down on the Elements tab.

2. Choose between visibility action hide or delete

3. Specify the binding that will determine weather if the group should be hidden or deleted

Operator

CompareValue

6.1.3 Image

6.1.4 Text

6.1.5 TextElement

It is possible to insert a specific text element into a content control or specify an expression binding to the text element inserted is based on user choices in a form or user profile.

Replace on update

Checking this box: will keep the content control in the document so this can be used when using the Update Document feature. Everything inserted originally in the content control will be replaced when using DCU feature.

The content control will remain locked when "replace on update" is checked.

Leave unchecked: will keep the content control in the document, but text inserted at document creation will remain despite DCU being activated - but - any bindings within the original text element will be update.

6.2 General settings for bindings

These settings you'll find on several places in the Template Designer. The functions and how to set it up are the same.

6.2.1 Visibility settings (show / hide)

With visibilty settings it is possible to either hide or delete what

6.2.2 Remove and keep content

Checking this box will "keep the text inserted" and remove the content control. The text is editable by users and since the ontent control is removed, DCU does not apply.

6.2.3 Disable updates

Check this box if you don't want the value inserted in the content control to be updated using DCU.

The content control is kept and locked for editing

6.3 Configure document

In the Document tab, there is a list of options that can be setup on a document level:

6.3.1 Custom Document Property

Click the "+" sign to get to the binding configuration menu

6.3.2 Apply Color theme

Open Template Designer
Click "Document tab"
Choose color theme from the dropdown
Specify a binding that links user choice to actual color theme

Pre-requisites

VSTO-addin version 5.5.1.1312 or greater
Transformation version 1.3
Color theme uploaded to Templafy
Column in a data source if colortheme should be applied based on user input

For more on this - please read this article

Generic example of binding

FieldName is name on field in the Userprofile

ColumnName is name of the column in the datasource where the colortheme is specified.

Specific example

If colortheme is based on Legalentity choice in the user profile it will typically look like this

given that the column in the Office datasource is named colortheme

6.3.3 Page setup (Word only)

Click the "+" sign to get to the binding configuration menu

6.3.4 Proofing language

Click the "+" sign to get to the binding configuration menu

6.3.5 Image header (Word only)

JSON tab (Advanced template configuration)

Screen_Shot_2018-07-10_at_11.56.57.png

Go to the Developer tab.

From the Controls section in Word, select the desired content control type. Word 2016 supports content controls like Rich Text, Plain Text, Picture, Building Blocks, Drop-Down Lists, Checkboxes and more.

In this step by step process, we will add Rich Text Content Control.

Review Content Control settings

Content Control settings and properties can be revisited with Templafy Template Designer, or with the Content Control Properties dialogue in Word.

In Template Designer

Select the content control that you would like to add functionality to.

Open Template Designer. The content control properties are visible in the Settings section when the content control is selected in the Word document.

It is possible to specify conditions to which the content control should respond in the Visibility Section. Content Controls can be either hidden or deleted if the binding is empty.

In Word

Articles in this section

Working with the Template Designer

Head lines in this article

About the Template Designer

Working with the Template Designer

2. Pre-requisites for using the Template Designer