DocTrix Platform for SharePoint 2013

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Platform: Export to Word settings for item

DocTrix Platform for SharePoint 2013 > Work with the Platform list > Manage Platform List Options > Platform: Export to Word settings for item

Platform: Export to Word settings for item

Page «Platform: Export to Word settings for item» is intended for setting up the unloading of card data of a document according to a preformed Microsoft Word template.

Create a Microsoft Word document with the necessary structure to use as a template. In the template, mark the places where you need to upload data from the card using the «plain text» content control.

To display the developer panel in Microsoft Word, on the «File» tab, select the «Options» item. In the settings window in the «Tape Settings» item, select the list of main tabs from the drop-down list and check the «Developer» item.

 

 

Create a library of documents to store templates for printed forms of documents. On the options page of the list, select «Platform: Uploading Options to Microsoft Word for the Element». The following options are available on the settings page:

 

  • Template Library. Specifies the library in which print form templates are stored.
  • Content type. Allows you to customize for each type of content. If you select the «All content types» mode, the same print form settings will be applied for all content types of the list.
  • Use common rules (indicated if individual settings are made for the content type). If you select «No» for the specified type of content, individual settings will be applied.
  • Show button on tape and Show button on bottom panel. Allows you to display on the form a single button «Export to Word» if the list contains several templates for printing forms.
  • Report templates:
  • Adding items. Allows you to add a print form template document. To do this, click the «Add Items» button, select a template file from the list, and click the «OK».
  • Deleting items. Allows you to remove the print form template of the document. To do this, select a template and click the «Deleting items».
  • Editing a template. Allows you to configure the unloading of data from the card. To do this, select a template and click the «Edit Template».

 

In the opened form, for each label in the template, configure a link to the field from which you want to upload data. To do this, click on the label and in the opened form select the field:

 

  • Data source. Defines a list view containing a field for substitution in a print form.
  • To substitute. Specifies the list field from which the value will be inserted into the printable form.
  • From the column (is specified if the «Substitute», «User or group», «Platform: Substitution» or «Platform: User or group»). It specifies the target list column or organizational structure from which the value will be inserted into the printable form. If the value «no» is selected in the parameter, then the value stored in the card will be substituted into the printed form:

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    • Button name and visibility conditions. Select a template and click the button «Title and visibility conditions button»:
  • Title button. Specifies the name of the upload button in Microsoft Word displayed on the form of the item.
  • Placement. Specifies the location of the button on the element form: on the ribbon (currently not used in the System) or on the bottom panel.
  • Display on new form. If the parameter value is «Yes», then the upload button to Microsoft Word will be displayed on the form for creating an item.
  • Display on edit form. If the parameter value is «Yes», then the upload button to Microsoft Word will be displayed on the edit form of the item.
  • Settings of display of the button. Allows you to customize the display conditions of the upload button in Microsoft Word on the form item.
    • Save generated document. Allows you to automatically save the generated file upload:
  • Element attachment. The generated file will be automatically saved in the SharePoint field «Attachments». Beforehand, the ability to add attachments should be enabled in the list options.
  • In the table part of the attachments. The generated file will be automatically saved in the «Platform: Tabular Part» type field.
  • In the field of the tabular part. The generated file will be automatically saved in the specified field of the table part.
  • Open a saved document in Microsoft Word. If the value of the parameter is «Yes», then the generated file will be opened automatically in Microsoft Word after being saved in the card.

    • After saving the settings, the button for uploading to Word is available on the document card form:

     

    An example of a Microsoft Word document with uploaded data is shown in the figure:

    Contents

    • Platform: Export to Word settings for item