What are smart fields?

About this article

This article will explain what a smart field is and what types of smart fields are available in the Template tab of the Template Designer. 

• What are smart fields? 
• What type of smart fields can be added to a template? 

Prerequisites

What are smart fields? 

Smart fields are utilized to create the dynamics elements necessary to create a smart template. When creating a smart template, one must specify the source of the dynamic element that should be injected into the template, typically from the user profile, the response form, or data sources, as well as where should it be populated on the template. This can be achieved by creating smart fields through the Template tab of the Template Designer. When the smart template is generated by the end-user, the smart fields will be dynamically transformed into the desired input. 

For example, when creating a letter template, the smart fields will allow injecting the desired data at the right place, here the information from the user profile (highlighted in red) and the form responses (highlighted in green)

What type of smart fields can be added to a template? 

Once a document or presentation is enabled as a template using Create template in the Dynamics Designer, the Template tab will be displayed along with the different smart fields available to use in the current application:

• User profile: insert user profile information in a template
• Form responses: insert answers from the response form in a template
• Data: insert specific data from a data source in a template
• External data: insert specific data from an external data source in a template
• Text element (in Word only): dynamically insert text elements from the Library in a document
• Slide(s) (in PowerPoint only): dynamically insert slides from the Library in a presentation
• Group (in Word only): group elements to adjust their visibility
• Custom text binding: insert custom text bindings to accommodate complex use cases
• Custom image binding: insert custom image bindings to accommodate complex use cases
• Custom repeating group: repeat specific items from an array based on variable data input
• Repeating item (only displayed once an adaptive section was created for a Data connector): repeat specific items from an array based on variable data input

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