Next, click the Bind View tab and drag nodes from the tree on the right to the appropriate control on the left.Click the Create a new Custom XML Part hyperlink. Click the Edit View tab and open "EOrdWordMerge.xml".Open the document using the Word 2007 Content Control Toolkit.For a sample of quotation template, refer the attached document. Save the document as c:\CRMQuotation.dotx.To display the content controls in multiple lines, place each content control into a table, as displayed in the following:.Add four rich-text content controls in the following order:.Please take note when doing this in Microsoft Office 2013:-ĭo not add the content control by using the XML Mapping pane, because doing so, any editing done in Word Content Control Toolkit will not take in effect in Word Merge. Highlight the control and click the Properties button in the controls group of the developer toolbar.
Under the Developer tab, click Rich Text Content Control on the top toolbar.Click OK to close the Word Options dialog.NET managed objects, xml elements or other data sources. You can bind content controls to database fields. For example document properties are mapped directly to content controls. content controls are defined regions in a document that can be used to contain specific content. Under Customize the Ribbon…, select the Developer check box. Content controls are editable regions within a document.In the File tab, click the Options button.Creating content controls using the Developer tab The XML file "EOrdWordMerge.xml" must be ready in …\Exact Software\docs. Build a document template with content controls and map the content controls with the XML data using this toolkit. To demonstrate this, you must first have a valid custom XML file saved to your hard disk drive. Microsoft Word Content Control Toolkit creates binding content controls to the XML data in your Microsoft Word documents. That's it! I hope you have found this tips page useful and informative.How to: Preparing quotation templates using Microsoft Word Content Control Toolkit That has all been replaced with a Word Template Add-in that contains several tools you can use to simplify content control mapping: Content Control Tools. At one time, this tips page contained some relatively complex VBA procedures for mapping a small collection of content controls, and a rudimentary add-in for performing that process. Returning visitors to this page may find the content seriously diminished. Where it won't, " Repeating Data" provides several workarounds including the basic procedure to create and map your own controls.
Changes made to in the XML data, the original control, or to one or more copies are automatically reflected in all the other mapped locations.įor many users, as alternate titles can be assigned to the controls as explained in " Repeating Data," these fifteen controls may meet every need. As explained in " Repeating Data," if you copy and paste one of the controls to a different location in the document then the copy is also mapped to the same XML data. The fifteen (15) built-in document properties are mapped to one of three built-in customXMLParts of the document Office Open XML File format. In the example shown below, I inserted the "Author" document property. To view and use one of these controls you simply click the Insert tab>QuickParts>Document Property, and select the property you want to insert. In fact they are still called "document properties." These controls correspond to the fifteen built-in "document properties" from previous versions of Word. The designers of Word 2007 obviously saw the benefit of this method because they were nice enough to incorporate fifteen built-in, mapped controls into every new document. The key to this power and versatility is the content controls ability to be mapped (or bound) to an XML data node stored in a document customXMLPart. One of the most powerful and versatile methods is the Content Control introduced in Word 2007. My Repeating Data Word Help & Tips page describes several methods that enable a document user to type data in one place and have it repeated (or populated) in one or more other places in the document. The purpose of this Microsoft Word Tips & Microsoft Word Help page is to provide an introduction to mapped content controls and their usefulness in creating a rich document user experience.