This article explains how to insert custom text binding through smart fields so it can populate the dynamic document.
Prerequisites
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ImportantPlease note that the Template tab is only available in Word and PowerPoint. Inserting information into a Spreadsheet for Excel can be done through the Header Footer in the Advanced tab. |
When building a smart template, use the Custom text binding smart field to achieve specific use cases that require more complex text bindings. The Custom text binding smart field requires a good understanding of the binding syntax as well as conditions, functions and operators. Through this smart field text can be inserted. Follow these steps to create a Custom text binding smart field:
- In Template Designer, navigate to the Template tab.
- Select the location where the smart field should be inserted.
Type and select a placeholder text.Select the desired shape. - Click Add smart field.
This step doesn't apply if you are adding the very first smart field in the template. - Click Custom text binding.
- Optionally, edit the Display name.
The display name will be displayed in the Template tab once the smart field has been added. -
Insert the desired binding.
Inserting the user name, job position, and email address using " | " as a separator. The binding is:{{StringJoin(" | ", UserProfile.Name, UserProfile.JobTitle, UserProfile.EmailAddress)}}
- Optionally, perform additional actions on the smart fields:
- Visibility: Edit the visibility of the smart field based on specific conditions.
- Allow updates: Allow the smart field to be updated after its generation when edited by the user through the document content updater. This option will not be visible if the document content updater is not enabled on the smart template.
- Remove and keep content: This will remove the content control upon document generation and therefor disable the document content updater on this smart field.
- Click Add to template.
The smart field will be injected into the template and will be displayed in the Template tab:
Note
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