Create Templates with the Form Builder

Use the Form Builder to:

• Include Smart Fields that are used in any of your Static (or Dynamic) Content documents as either a Smart Field or a Smart Rule
• Create the order you wish Smart Fields to be displayed on the ‘Create’ form

In this article we will explain how you can include Static content files that use Smart Fields and Smart Rules to your template document. Moreover, you will learn how to use the Form Builder to include Smart Fields used in the Static Content (or Dynamic Content) document to your template document. 

How to include Static content in your template document

Note: If you want your content to be updatable please click here to learn how to add Dynamic Content to your document.

I have a template 'Brochure Dynamics 365 Business Central' where I want to insert my Static Content file which contains contact information to our company's representative, Megan. I have Megan's info saved in a document called Megan Bowen. In this document I used two Smart Fields, 'Location' and 'Megan Bowen email' (1) and a Smart Rule (2) that display a different phone number based on the location specified in the Smart Field.

Note: Saving Smart Fields from a Static (or Dynamic) Content document to the Hub will help you easily locate them in the Form Builder to include them to your template document.

In the Qorus panel, locate the document you want to insert as a Static Content field. You can use Qorus Search to quickly find what you are looking for. Then click on the document to expend the main buttons, click on the ellipsis (1) icon and at the bottom select ‘Insert as Content Field’(2). This will insert the content into your template document. 

Give your Static Content section a relevant name (1), then click the ‘Insert’ button (2).

In the document I can see the Static Content placeholder that I have just created (1). This is the indication that the content was successfully added. Now, navigate to the ‘Design’ tab (2) and open the Form Builder (3). Here you will want to make sure that all the Smart Fields you use in the documents that you inserted as Static or Dynamic Content are added through the Form Builder (3).

Note: in the Form builder I can see the Smart Fields that are present in the body of my template document, they won't have the option 'x' next to them. The only way to remove these Smart fields is to locate them in the template document itself and delete them there. 

To add additional Smart Fields that are not present in the body of the template document, click ‘Available in my hub’ (1), type in the Smart Field you are looking for, then select it from the dropdown menu. If you can’t find the Smart Fields, you are looking for you can click the + icon to add it to your Hub and then include it to your Form builder by choosing it from the dropdown.

Once you have included the necessary Smart Fields you can view them in the Form Builder panel (2). You can click the drag and drop icon in the right to change the order of how the Smart Fields appear ordered in the Qorus add-in and on the ‘Create’ form. You can click 'X' on the right of the Smart Field to remove it from the Form Builder and from the Create form. Click ‘Save’ once you are done adding Smart Fields.

In my example, I have included ‘Location’ and ‘Megan Bowen email’ Smart Fields to my template through the Form Builder. I can see these fields in the add-in under the ‘In this document’ section (1). They have a small icon next to them (2) that indicates these fields are not used within the body or visible in my template document, but are references to the Smart Fields used in any of inserted Static or Dynamic Content documents present in my template. Click the ‘Create This Document’ button to preview the form (3).

On the form you will see the Smart Fields present in the body of the template document together with Smart Fields that you included in the Form Builder and are part of your Dynamic or Static Content documents (1). Fill out the form and click ‘Continue’ (2). Give your document a name, choose the format (Word or PDF), teh click ‘Create.' Finally, click ‘Download' to preview the final document.

The last step is to open the downloaded document and check that all the Smart Content got successfully inserted. In my example, I can see the Static Content got successfully inserted into the document, the Smart Fields are included, and the Smart Rules are being respected.