Create document template

ZForms for Office 365 > How to? > Create document template

Follow these steps to create template with placeholders for data source fields:

  • Create Microsoft Word document and go to Developer tab (if you don’t see this tab, you should enable it here FileOptionsCustomize ribbon → Check Developer).
  • Add Rich Text control.
  • Click Properties icon in the ribbon.
  • Fill in “Title” and “Tag”. Values must be included in square brackets and match to the data source field internal names.
  • You may specify field display name inside control (not required step).

Please repeat 2-5 for each data source field that you want to place into the generated document.

Follow these steps to create placeholder for the List field:

  • Add table.
  • Select the whole table and add Rich Text control.
  • Click Properties icon in the ribbon.
  • Fill in “Title” and “Tag”. Value must be included in square brackets and match to the List field internal name.
  • Add Rich Text control to the table cell.
  • Click Properties icon in the ribbon.
  • Fill in “Title” and “Tag”. Value must be included in square brackets and in the following format (for Title it is allowed to specify internal name only):
    [List field internal name].[Internal name of the field in the source list].
  • You may specify field display name inside control (not required step).

Document template sample (items displayed in constructor mode):

Please see information about Print button properties in «Button properties».

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