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How to edit a smart field

This article explains how to edit smart fields from Template Designer

  Prerequisites

  • Library and at least one Dynamics modules enabled.
  • Templafy Desktop and Office VSTO add-in installed on the PC.
  • Space owner access to the Templafy tenant.

When building the smart fields for a template, editing a field that was previously added might be required.

  1. In Template Designer, navigate to the Template tab.

      Note

    The Template tab is only available in Word and PowerPoint.

  2. Click on Edit in the ellipsis menu of the smart field you want to edit.
    SmartFieldEdit.png
  3. Make the desired edits to the smart field.
  4. Click Save.

  Important

To create a smart field, you first select a type. The smart field type cannot be changed. If you want to change the smart field type, you must delete the current smart field and create a new one with the requested type.

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