How to insert specific data from a Data Source in a template

About this article

This article will explain how to insert specific data originating from the tenant's data sources through smart fields so it can be utilized to populate the smart template. 

• How to insert specific data originating from a data source with smart fields
• Data smart field examples

Prerequisites

How to insert specific data originating from a data source with smart fields 

When building a smart template, the Data smart field can be utilized to inject the data from a specific data source into the smart template. To create a Data smart field, it will be necessary to specify the column and the row of the data source so the correct value can be inserted. Through this smart field, one can inject text, numbers, and images. Creating a Data smart field can be achieved following these steps: 

1. In the Template Designer, navigate to the Template tab
2. Select the location where the smart field should be inserted
   In PowerPoint: select the desired shape. To avoid any conflicts between the shape and the text formatting in PowerPoint, we recommend to only adjust the formatting of the shape containing the smart fields. The text formatting will automatically be inherited from the shape.
   In Word: Place your cursor at the desired location in the template, or select the text that should be replaced by the smart field. If no text is selected when adding the smart field, the display name will be inserted and used as placeholder text.
3. Click Add smart field
   This step doesn't apply if you are adding the very first smart field in the template 
4. Click on More
5. Click on Data
   All the data sources available on the tenant will be displayed 
6. Select the column from the data sources that should be utilized in the smart field
7. Optionally edit the Display Name
   The display name will be displayed in the Template tab once the smart field has been added.
8. Select the Data source row
   This dropdown will display the values from the data source based on the column selected in step 5
9. Optionally, perform additional actions on the smart fields. 
   • Edit binding: Allow editing of the binding syntax to tailor the smart field to specific needs by utilizing  functions, conditions, and operators to create more complex use cases. By default, the basic binding syntax will be used. 
   • Visbility: 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 will be removed upon document generation and will effectively disable the document content updater on the smart field. 
   • Inherit Dimensions / Width / Height (for images only) : Specify the dimensions of the image that will be inserted. 
10. Click Add to template
    
    • The smart field will be injected into the template and will be displayed in the Template tab

Data smart field examples

This data source will be used in the below examples:

Inserting the copyright in the footer of a document in Word

Create a Data smart field linked to the Name column of the Copyrights data sources and display the "© 2022" row. 

Inserting the copyright in the shape of a presentation in PowerPoint

Create a Data smart field linked to the Name column of the Copyrights data sources and display the "© 2022" row. 

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