About this article
This article will explain what the header and footer setting is and provide examples of how it can be utilized with the binding syntax in smart templates.
- What is the header and footer setting?
- How to set the header and footer setting in a smart template?
- Header and footer example
Prerequisites
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What is the header and footer setting?
The header and footer allows to input specific text, numbers, or dates in the header or footer of an Excel spreadsheet. The header and footer setting can be set statically or dynamically by utilizing the binding syntax.
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How to set the header and footer setting in a spreadsheet?
When building the template settings and properties, the Header Footer
setting can be utilized to set the header and footer for the smart spreadsheet. Setting the Header Footer
setting can be achieved by following these steps:
- In the Template Designer, navigate to the
Advanced
tab - Click
Add property
- Select
Header Footer
in theType
dropdown - Select the
Header Footer Type
allHeader
: apply to all headers of the spreadsheetfirstHeader
: apply only to the first header of the spreadsheetevenHeader
: apply to all even headers of the spreadsheetoddHeader
: apply to all odd headers of the spreadsheetallFooter
: apply to all footers of the spreadsheetfirstFooter
: apply only to the first footer of the spreadsheetevenFooter
: apply to all even footers of the spreadsheetoddFooter
: apply to all odd footers of the spreadsheet
- Enter the required binding in the desired field
Left Section value
: apply the value to the left section of the header/footerCenter Section value
: apply the value to the center section of the header/footerRight Section value
: apply the value to the right section of the header/footer
- Optionally, set an additional option to the fields
Disable updates
: Disallow theLeft Section value
/Center Section value
/Right Section value
value from being 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.
- Click
Add to document
- The
Header Footer
setting will be added to the smart template
- The
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Header and footer setting examples
Example 1
Using the Header Footer
setting to set the left section of the header based on the Name
field originating from the user profile.
Binding | {{UserProfile.Name}} | |
Input | UserProfile.Name = "Jane Doe" | UserProfile.Name = "John Doe" |
Output | "Jane Doe" | "John Doe" |
Example 2
Using the Header Footer
setting input the disclaimer in the right section of the footer based on the "Classification" dropdown question originating from the response form
Binding | {{Form.Classification.Name}} | |
Input | Form.Classification.Name = "Internal" | Form.Language.Language = "External" |
Output | "This is an internal disclaimer" | "This is an external disclaimer" |
Example 3
Using the Header Footer
setting to set the left section of the header based on the Name
and Title
fields originating from the user profile and formatting the Name to use bold using Header and Footer Codes.
Binding | &B{{UserProfile.Name}}&B - {{UserProfile.Title}} | |
Input |
UserProfile.Name = "Jane Doe" UserProfile.Title = "Sales Manager" |
UserProfile.Name = "John Doe" UserProfile.Title = "Product Manager" |
Output | "Jane Doe - Sales Manager" | "John Doe - Product Manager" |
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