What data can be used to create a smart template?

About this article

This article will explain what data can be used to create smart templates in Templafy. 

 

Prerequisites

Library and at least one Dynamics modules enabled Tenant admin/owner access or Space owner access Optionally, App and Data connectors are set up Templafy Desktop and Office VSTO add-in installed on the PC

 

What data can be used to create smart templates? 

When building smart templates, one can use different data origins to populate the document: 

• The user profile
• The form responses
• Data sources 
• External data sources
• Templafy Library

 

User profile

Create a link between the user profile form and the smart template to populate the template with specific user information such as the user name, the job title, the office location and logo, the preferred language, etc.

 

Example: inserting user profile information in the header as well as in the content of a smart template

 

Form responses

Create a link to the questions from the response form in the smart template to inject the relevant data by allowing free user input to insert a customer name, the subject of a letter, a particular date, picking an option from a list, etc., into the template.

 

Example: inserting user input in the content of a smart template

 

Data sources

Create a link between specific data sources and the smart template to inject admin-controlled input into the document such as copyrights, document classification, specific translations, etc. This can be done indirectly by using dropdowns in the response form, or directly by using the DataSource[] function.

 

Example: inserting a specific disclaimer stored in data sources in the footer of a smart template

 

External data sources

Create a link between the smart template and a third party by using a Data Connector or an App Connector:  Data Connector: create a link between the template and external data sources that were added to Templafy using a Data Connector. This is generally used to inject specific data hosted outside of Templafy such as Salesforce, Microsoft Dynamics 365, Microsoft Graphs, and others. App Connector: create a link between the template and the source application the document was generated from. This is generally used to inject specific data coming from Salesforce,  SharePoint, or others.

 

Example: inserting Salesforce information in the content of a smart template

 

Templafy Library

Create a link between the smart template and Templafy Text elements and Slides Libraries by dynamically inserting already uploaded pieces of content into the smart templates:  Create complex documents by inserting text elements Create complex presentations by inserting slides

 

Example: inserting a specific text element stored in the Text elements Library into a smart template

 

 

Related articles

What are Dynamics and smart templates? How to create a smart template with the Template Designer? What is the binding syntax used in smart templates? What are smart fields? What is a response form? What are functions, conditions, and operators? What are template settings and properties?