Configure Smart Field Forms

In this article, you will learn how to use the Form Builder to configure the experience for users who click on 'Create' on a template you have designed using QorusDocs Smart Fields. This includes the order in which Smart Fields appear on the form, as well as a few useful automations available in the Form Builder Settings.  

1. Navigating and using the Smart Field Form builder
2. Add extra Smart Fields - for reporting purposes
3. Settings 

Navigating and using the Smart Field Form builder

Let’s begin with where you will find the Smart Field Form Builder. First, with the Word or PowerPoint template you're designing open, launch the add-in, then select the ellipse and go to “Design”:

Once you're inside the Design space, click on the 'open form builder' icon to launch Form Builder:

This will bring up a list of all the Smart Fields available in your template.

1. Click on the drop down to search and add any other Smart Fields available in your QorusDocs hub.
2. Click on the drag-and-drop icon on the left and drag the Smart Fields to your preferred order.
   
3. Click the 'X' icon to the right of the Smart Field to remove a Smart Field, this will remove it both from the Form Builder and the 'Create' form.
4. Once you've finished adding and arranging your Smart Fields, click the ‘Save’ button.
   

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Add extra Smart Fields - for reporting purposes

In the Smart Field form, you're not limited to only adding Smart Fields present in the current template you're working with.

You can add any other Smart Field to your form using Form Builder that you find beneficial for reporting purposes. Examples could be Smart Fields like “Start Date” or “Account Manager”. Such information is captured by the QorusDocs OData set and will be readily available in your QorusDocs reports.

To learn more about Pursuits and Smart Fields in your QorusDocs reports click here.

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Settings

When naming your Pursuit document, you have the capability to set up a consistent naming convention automatically, along with several other beneficial automations.

Start by navigating to the Settings tab under the Design section:

Once you are in the Settings tab, you will find several automation options available for configuration.

Consider the example File Name provided. You will see that the “Customer Company Name” as well as non-required text Smart Fields can be incorporated for the File Name under Design Settings when creating templates. This allows you to create templates with default file names that include Standard Smart Fields such as "Pursuit title".

This ensures that the name for this specific proposal template consistently follows the naming convention: “[Pursuit.Title] for [Customer Company]”.

To achieve this:

1. Click on Settings and place your cursor where you wish to insert the Smart Field.
2. Click on the “Select Smart Field” option and choose the appropriate Smart Field from the dropdown.

Another automation feature available is the “Auto-expand Add-in” (3). This feature offers three settings, determining whether the add-in will automatically launch when the template is accessed.

Finally, there's the “Auto-install the Add-in” option (4). As the name implies, if users don't already have this add-in installed, it will automatically install when they open the template.

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