View source for Create an MS Word Document Template

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An MS Word document can be used as a document template. To do so, it is only necessary to insert record variables into a standard MS Word document.

''Learn More:''
:* [[Document Templates]]
:* [[Document Templates#Accessing Related Records|Accessing Related Records]]

==Creating the Template File==
# On your local system, create a Word document 
# Add boilerplate text and placeholder images.
# Add place-holder images for any record images or charts you plan to add. Size them appropriately.
# Insert template variables, record-specific images, and/or charts, as explained below.
# Save it in <tt>.docx</tt> format.
{{Note|<br>The <tt>.docx</tt> file is stored in an XML format the platform can work with.<br>A <tt>.doc</tt> file is in a binary (numeric) format that won't work.}}

==Working with Template Variables==

===Inserting Template Variables===
To insert a template variable:
# Begin to [[Add a Document Template]] or '''[Edit]''' an existing template.<br>The [[Template Variable Tool]] appears.
#:[[File:TemplateVariableTool.jpg]]
#:
# Select the '''Category''' of fields to choose from.<br>(Fields in the current object or [[Related Objects]], User fields, or Company fields)
# Under '''Fields''', scroll down the list to find fields in the current record or in a [[Lookup]] target record.
# Select the field to add.<br>The variable name appears.
# Copy the variable name to the clipboard.
#:
# In the template file, create a field:
#* Press Ctrl+F9, right click on the field, and select "Edit Field..."
#* Or click '''Insert > Quick Parts > Field'''
#: The Field dialog opens.
#:
# Select the field type:
#* '''Categories:''' Mail Merge
#* '''Field names:''' MergeField
    {{Note|The RTA field type is not supported in document templates of type .docx/.ppt.}}
:8. Under '''Field Properties''', specify:
#* '''Field name:''' Paste the variable name you copied in Step #5.
:9. Click '''[OK]'''

===Testing Boolean Values===
{{:Common:Testing Boolean Values in Velocity}}

===Convert Currency Variables to Numbers===
{{:Common:Convert Variables to Numbers}}

==Inserting an Image Stored in an Object Record==
To insert an image:
# Select a placeholder image to replace.
# Right click on the image. Choose '''Size...'''
# Click the '''Alt Text''' tab
# In the '''Alternative Text''' area, type in a platform <tt>IMG</tt> tag 

{{:IMG Tag}}

;Example:
:<tt><nowiki>IMG{$Customer.logo_image}</nowiki></tt>
<!--
==Inserting a Chart==
To insert a chart:
# Select a placeholder image to replace.
# Right click on the image. Choose '''Size...'''
# Click the '''Alt Text''' tab
# In the '''Alternative Text''' area, type in a platform <tt>CHART</tt> tag 

{{:CHART Tag}}

'''Example #1 -''' A chart with no optional arguments: 
:<tt><nowiki>CHART{c5cc43653b1b49db8142bc844735c209}</nowiki></tt>

'''Example #2 -''' A chart of Orders taken by the owner of the current record:
:<tt><nowiki>CHART{c5cc43653b1b49db8142bc844735c209, chart-title=Orders by $Order.owner.full_name, owner_id=$Order.owner.id}</nowiki></tt>
-->
==Processing Related Records==
{{:Common:Processing Related Records in MS Office}}

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