DocTrix Forms for Office 365
- Create your first form
- Build expression with the reference to the other field(s) value
- Get value out of the fields and controls
- Check if the value of a field is empty
- Make user redirect to the URL
- Fill in current user in User/Group fields by default
- Get user name or id
- Compare user values
- Check current user for SharePoint Online user group membership
- Compare dates
- Limit the number of symbols in text field
- Get value of lookup field
- Set default value for the field
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 File → Options → Customize 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».