OVERVIEW
Displaying dynamic fields inside a DMS item as part of a PDF file is possible using a simple method, Orcanos supports to
merge work item fields metadata inside a Word document.
Once the document is signed and the Download PDF gets generated, these fields will get the value from the database.
HOW TO ADD DYNAMIC FIELD IN THE WORD DOCUMENT
- Open the Word File that user wants to add as a Revision in the DMS Item
- Add the Field anywhere by editing the header/footer/text area
- For Example, if the user wants to merge the following fields that are displayed in the work item’s overview section ( see below),
FORMAT TO ADD THE DYNAMIC FIELDS
The name is enclosed in [*Item.FieldName *]. The Field Name should be the same as displayed on the DMS Item Details Page. For Example:
Name: [*Item.Name*]
Assigned To: [*Item.Assigned To*]
Routing State: [*Item.Routing State*]
Approved Date: [*Item.Approved Date*]
So the .docx file should have the embed dynamic fields as follows
After Signing, View PDF displays the Field values for the above document as follows
Important tips for successful use:
Using this method requires exact text syntax usage: [*Item.Effective Date*]
- Use the exact field name with upper and lower case as it is presented in the form.
- Make sure no spaces exist before or after the field name.
- Make sure the word “Item” is also using upper case
- The ‘*’ (asterisk) sign should be added before and after the text strings
- Square brackets should be added at the beginning and the end of the whole string
To merge the Item Fields, we need to make sure that the fields are presented in the DMS Item Details Page. Fields if not present are added from Admin > Field Layout