Smart Field Types

There are many different types of Smart Fields available for you to choose from as you automate your templates and capture custom Pursuit information.

Please note that before you can create and manage Smart Fields, you’ll need to belong to the QorusDocs Designer or Admin user role.

You can create and manage Smart Fields in your QorusDocs Add-Ins for Word and PowerPoint, as well as on Hub Central.

In this article, we’ll cover:

1. Text Smart Fields
2. Date Time Smart Fields
3. Number Smart Fields
4. Single Select Smart Fields
5. Multi Select Smart Fields
6. Yes/No Smart Fields
7. Image Smart Fields
8. Dynamic Smart Fields
9. Static Smart Fields
10. The end-user experience in the Smart Fields Form

1. Text Smart Fields

Text fields allow users to type in anything they'd like in the text box provided.  

They can cater for both single line of text (for example: a company name) as well as allow users to enter multiple lines of text (for example: a street address).

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2. Date Time Smart Fields

Date/Time fields allow users to pick a date from a date picker control. In the ‘format’ drop down menu, you can select how you’d like the date to be displayed in the created document.

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3. Number Smart Fields

Number fields allow users to enter a numerical value. Similar to Date/Time fields, it’s also possible here to select the format the number should be displayed as from a drop-down menu.

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4. Single Select Smart Fields

Single select fields allow users to choose one option from a list of values. In the ‘List Values’ box, enter each option on a separate line:

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5. Multi-Select Smart Fields

Multi select fields allow users to choose one or more options from a list of values. In the ‘List Values’ box, enter each option on a separate line:

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6. Yes/No Smart Fields

Yes/No fields allow users to choose either 'Yes' or 'No' from a drop-down menu.

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7. Image Smart Fields

Image fields allow users to browse their computer and upload an image they would like QorusDocs to merge into their created document.

In ‘Choose a fit’, you can specify how the image should look when a user uploads an image that is not the same size as the image placeholder in the template.

Regardless of the size of the image uploaded, the two options ‘fit and stretch’ and ‘fit and maintain aspect ratio’ will ensure that the image stays within the bounds of the image placeholder, unlike the ‘use image size’ option which will cause the image to overflow if it is bigger than the placeholder.

‘Fit and stretch’ will ensure that the full image completely fills the image placeholder – even if it means the image uploaded becomes distorted. ‘Fit and maintain aspect ratio’ will ensure that the full image is displayed without any distortions and without overflowing beyond the bounds of the image placeholder.

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8. Dynamic Content Smart Fields

Dynamic content fields allow users to search for and select Word or PowerPoint content (Word documents for Word templates, and PowerPoint presentations for PowerPoint templates) they’d like to include, and merge that content into the template they are using to create a new document or slide deck.

When you create a Dynamic content field, you’ll need to specify which content source the content should come from, and optionally enter a search term and/or select one or more search filters.

A window will pop up where you can select the search filters:

You can also specify whether users can override the Dynamic content search settings you’ve provided here and choose their own search filters instead with the ‘Allow user to manually refine’ option.

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9. Static Content Smart Fields

Static content fields, like Dynamic content fields, are used to merge content from other documents and presentations into the template to create a new document or slide deck.

The difference though is that users don’t get to search for and choose that content. It is pre-defined in the template by the template designer.

It is also the only type of Smart Field that does not show up in the Smart Field form – since the user does not have a say in whether it is included or not.

Unlike other types of Smart Fields, Static content fields are inserted into templates directly from the search pane. To find this option, click on the ‘more’ button and then on ‘Insert as content Field’ :

In the pop-up window that appears next, give it a name, specify whether QorusDocs should “Respect document section breaks” found in the static content when merged, and then on “Insert”.

It will look a bit like this in the template:

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10. The end-user experience

Below is a screenshot of what the different field types look like in the Smart Fields form:

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