Subject

How to use and define Word document forms

Description of solution / instructions

Word form preparation

To create a Word template, must use MS Word and define it as a .docx file, otherwise, the document will not receive calculated values.
There is Word Field Values which can be used in Word document, use Module System > Reports > Word field values (find record example and run)

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3. To define these fields in a Word template choose the MS Word option Insert > Field (can be also Insert > Text > Field)

5. In column "Categories" choose "Mail merge"

6. In column "Field names" choose "MergeField"

7. In entry field indicate the Field code, which must be added to a document, for example, "MERGEFIELD F_NUMMER"

8. After OK, there will be a new field generated , now styles for the field can be changed. Be careful because a field cannot be renamed. If the field must be changed - it can only be deleted and created once again.

If the field is inserted correctly, it will be highlighted gray when the cursor is active on them

Word form setup

To activate the print option choose Module System > Settings > Word Document Form Settings and add active Yes.

2. To use multiple languages - must be added Module System > Settings > Languages and also added language to company contacts. Then in Module System > Settings > Word Document Form Definition add language code (Principle similar to standard form set up)

Important: If in the Word template, you have a Table, then need to specify the first field code in the "First Field in Table" column. So the system knows which will be the first matrix field. For example, F_ARTNR (Item code)

3. To correct and change forms go Module System > Settings > Word Document Form Definition

References

In Latvian - https://excellent.atlassian.net/wiki/spaces/PUB/pages/2298675447/Word+dokumentu+formas+izmanto+ana#Worddokumentuformasizmanto%C5%A1ana-Veid%C5%86uiestat%C4%AB%C5%A1ana%3A

Additional information

Field list for

Additional keywords

Forms, Form Definition, Form Templates, Dokumenti, Formu definīcija, Word

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