How to set the header or footer of a spreadsheet?

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

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

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.

The header and footer setting is only supported in Excel for files meant to be stored in the Spreadsheets Library.

Images cannot be inserted with the header and footer setting.

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 the Type dropdown
Select the Header Footer Type
- allHeader: apply to all headers of the spreadsheet
- firstHeader: apply only to the first header of the spreadsheet
- evenHeader: apply to all even headers of the spreadsheet
- oddHeader: apply to all odd headers of the spreadsheet
- allFooter: apply to all footers of the spreadsheet
- firstFooter: apply only to the first footer of the spreadsheet
- evenFooter: apply to all even footers of the spreadsheet
- oddFooter: 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/footer
- Center Section value: apply the value to the center section of the header/footer
- Right Section value: apply the value to the right section of the header/footer
Optionally, set an additional option to the fields
- Disable updates: Disallow the Left 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

Once the setting has been created, it can be edited or deleted.
Several Header Footer settings can be created.
The formatting (alignment, bold, of the Header Footer can be achieved by adding the relevant Header and Footer Codes with the binding in Left/Center/Right Section value fields.

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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