This is an advanced article for creating Document Automation templates that use conditional statements. It allows you to create a template which has information that changes based on the values of different merge fields.
Fix Template fields error in Microsoft Word
Important Note: Due to the order in which MS Word updates fields, templates with conditional statements work best when generating PDF documents with Document Automation. If you want to use your conditional templates to generate MS Word documents, please follow the troubleshooting steps HERE.
If updating the fields in your generated Word document does not fix the problem, then you will need to determine if the conditional field has any errors. To do that, use your template to generate a PDF in Clio, then view the PDF. If the field appears correctly on the PDF, then you can be assured that your conditional field is working properly. If the field is not appearing correctly in the PDF, then you will need to go back to your template and look for problems in the field construction and syntax.
For any reason the values are not put into the right fields. A test-run of the flow shows that the values are assigned correctly in the "populate a word template"-function, but in the word file the values are showing up in the wrong fields.
I have blog post on working with word templates. Can you check here and match if you have correctly configured the word template and then the flow: -to-populate-a-word-template-with-repeating-control
Custom document properties and DocProperty fields also make it easy to create templates with flexible boilerplate text. This way, you can re-use text across documents. For example, this is useful in templates for proposals and agreements. It makes it fast and safe to update the contents with correct names and other values in the individual documents that are created. In the template, simply insert DocProperty fields as placeholders for the relevant data. Assign neutral, descriptive values to the custom document properties in the template. Then it is easy for the user to see which type of information each DocProperty holds. When a user creates a new document based on the template, he/she only needs to edit the values of the custom document properties and update fields.
The error will occur if you have deleted the custom document property to which the field refers. The error will also occur if you insert content that has been copied from another document and if that content includes DocProperty fields that refer to property names that don't exist in the target document.
I created a Word docx from blank and added a PLAIN text control from the developer tab in accordance with Microsoft's instructions at -us/connectors/wordonlinebusiness/#populate-a-microsoft-word-template. and stored it in a SharePoint site.
When using the mail merge function in Microsoft Word, it can be difficult to determine how many spaces you have typed. The problem is more noticeable with large documents, where these errors might be difficult to spot. To avoid spacing issues in Word mail merge, make sure there are no missing, leading, or trailing spaces before or after the merged data fields.
I have a legal construction agreement that has the names of the contractor and the other party, the subcontractor. When I need to do 20+ every project the process gets old and time-consuming. To make it idiot proof, yes for me and others, I thought a form where the required information was entered and then that would populate the agreement. It would be easy if when I open the agreement template that I could only see the form. Once the fields are completed and click OK the agreement is populated and then it opens to be viewed. From there I can print to PDF and email to be signed etc. I have Word 2013.
Follow the guidelines in this chapter to insert data fields and design your template using features such as tables, charts, and graphics. Use Microsoft Word to apply formatting to fonts and other objects in your template.
Follow the guidelines in this chapter to insert data fields and design your template using features such as tables, charts, graphics, and other layout components. Use Microsoft Word to apply formatting to fonts and other objects in your template.
Sample XML - This function allows you to load a sample XML file that contains all fields that you want to insert into your template as a data source. If you are not connected to the BI Publisher server, use this method to load your data.
Select a field that represents a single data field (a leaf node of the tree) and select Insert (you can also insert the field by dragging and dropping it into your document, or by double-clicking the field). A text form field with hidden BI Publisher commands is inserted at the cursor position in the template. You may either select and insert additional data fields or close the dialog by clicking the Close button.
This check box is only needed if you are using the template in a language that prints the characters from right to left, such as Arabic or Hebrew. Use this feature to force left-to-right printing for fields such as phone numbers, addresses, postal codes, or bank account numbers.
First select the data fields to insert in the template and then define how to format them. Drag an XML element from the left Data Source pane to the right Template pane. If the XML element has children, you will see a pop-up menu with the following options:
This option is only needed if you are using the template in a language that displays characters from right to left, such as Arabic or Hebrew. Use this option to force left-to-right printing for fields such as phone numbers, addresses, postal codes, or bank account numbers.
Form fields representing data elements are replaced with the data when the template is processed. Form fields indicating repeating sections are shown as for-each and end for-each in the document. (Note: If you have selected the Abbreviated form field display option, the for-each and end for-each form fields will display as F and E.) The section of the document encapsulated by these two elements is repeated, if the associated data element is repeated in the data.
When you have completed the dialog options, click OK. This will insert the form fields in your template. By default, the beginning for-each form field will display the text "F" and will be inserted at the beginning of the selected template section. At the end of the selection, an "E" form field will be inserted to denote the end of the repeating group.
The field browser dialog provides a fast way to review and update the BI Publisher instructions hidden in the Microsoft Word form fields. This dialog is particularly useful to understand and modify existing templates.
A "translatable string" is any text in the template that is intended for display in the published report, such as table headers and field labels. Text supplied at runtime from the data is not translatable, nor is any text that you supply in the Microsoft Word form fields.
This a modified report, as stated previously, not a standard report. The Field Options are correct for the new field. When adding it in to the calculated field, e report won't generate to screen at all or I get a Syntax error. There is definitely data contained in the new field to populate it. I can't edit the template with Word Developer because no field list appears to add it in this forum, only Report Writer which is why I am adding it there.
1. Modify the Report Writer report such that it is properly printing (without errors) the values you are wanting to print on your Word template. Be careful of what section you place your new fields, it matters. If the Report Writer report doesn't print clean, you can't move on and expect to succeed.
Sample templates for the various formats are provided as standard, however you can optionally design your own templates, indicating which fields you want to print and at which position on the document.
Once you have configured the MS Word Options for the applicable stationery format program, you then select the Design Template function to open the applicable MS Word template and insert the fields that you require printed on your stationery.
Every time a template is validated, a check is performed to determine if it contains any form fields that have a name matching any of the valid bookmarks for the format. If any of these form fields are found you are prompted to convert the template.
If form fields are found that do not have a name, then a bookmark is created with the name "noname" together with a numeric suffix. This suffix starts at 1 and is incremented for each nameless form field found in the template.
Thank you for your post! Unfortunately the old template is no longer showing up there. So I went through the steps to create a new template and when I try to use it I get the error message "the quickbooks letter template that you selected does not have any quickbooks letter fields in it. Try a different letter." Every time I attempt to edit the template it gives me this error. I'm not able to edit it. I don't remember how I set up the original letter and maybe I need to do something in the word document that I want to use for the template that would indicate that the customer name and address would be inserted there? I've tried everything I can think of at this point :(
Thank you for your suggestion but I'm still getting the same Warning message of "the quickbooks letter template that you selected does not have any quickbooks letter fields in it. Try a different letter."
You may sometimes experience that one or more cross-reference fields in a document do not show the correct content. You may experience cross-reference fields that are not updated even if you changed the referenced item, e.g. a heading. The problem may also be that one or more fields refer to section no. 0 or a wrong number. Finally, the problem could be that one or more fields contain a lot of text where you expected a reference to a heading only. This article explains how these errors occur and how to manually repair and prevent them. 2ff7e9595c
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