Dynamics & the Template Designer
Dynamics - general information
- What are Dynamics and smart templates?
- What data can be used to create a smart template?
- What is the binding syntax used in smart templates?
- How to access the Template Designer
- How to create a smart template with the Template Designer?
Dynamics packaging and capabilities
- Dynamics Templates package
- Dynamics Metadata package
- Dynamics Compile package
- Dynamics capabilities for Word
- Dynamics capabilities for PowerPoint
Smart fields
- What are smart fields?
- How to insert user profile information in a template?
- How to insert answers from the response form in a template?
- How to insert specific data from a data source in a template?
- How to insert specific data from an external data source in a template?
Response form
- How to add a hyperlink to a header, description or help text of a form field
- How to show or hide a question based on the answer to another question (gating questions)
- What is a response form?
- How to allow the user to input free text in the response form?
- How to allow the user to pick a date in the response form?
Functions, conditions, and operators
- What are functions, conditions, and operators?
- How to provide an output based on a condition using IfElse()?
- How to get the value from a specific column and row within a data source using DataSources[]?
- How to get the value from a specific column and row within an external data source using ExternalDataSources[]?
- How to compare one value to multiple values and return results accordingly using Switch()?
Template settings and properties
- What are template settings and properties?
- How to set the proofing language of a template?
- How to set the name of a template?
- How to apply color themes to a template?
- How to set the page setup of a document?