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How to edit a smart field?

Updated April 13, 2023 08:09

About this article

This article will explain how to edit smart fields from the Template Designer.

Prerequisites

Library and at least one Dynamics modules enabled
Templafy Desktop and Office VSTO add-in installed
Tenant admin/owner access or Space owner access

Please note that the Template tab is only available in Word and PowerPoint.

How to edit smart fields?

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

In the Template Designer, navigate to the Template tab
Click on Edit in the ellipsis menu of the smart field that should be edited
Make the desired edits to the smart field
Click Save

Edit smart fields.gif

The smart field type cannot be edited, the smart field must be deleted and recreated if edits to its type are required.

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