How to update a Smart Field

This article applies to:Available in these QorusDocs Editions:

Enterprise+, Proposal Pro, QPilot Essential

As you get feedback from your user community and your templates and pursuit reporting needs evolve, you may need to update your existing Smart Fields from time to time.

Before you do so, it’s worth bearing in mind that Smart Fields can be re-used in multiple pieces of content, Word and PowerPoint templates, and Pursuit Types. The changes you make to a Smart Field can potentially have a far-reaching impact across your hub.

If you’re considering a major change, and you’re not sure where the Smart Field has been used (it is possible to report on this with your Odata feed) – then it might be more prudent to create a new Smart Field and leave the current one as is if it’s not giving any issues.

It’s in fact for this very reason that is not possible to modify the name of a Smart Field after it has been created. You can however update everything else within a Smart Field’s settings.

As with everything to do with Smart Fields, Rules, and Templates, you’ll need to belong to either the QorusDocs Designer or Admin user role.

In this article we will explain how to: 

1. Update a Smart Field in the QorusDocs Add-In for Word and PowerPoint
2. Update a Smart Field in Hub Central 

1. Update a Smart Field in the QorusDocs Add-In for Word and PowerPoint

In Word or in PowerPoint, launch the QorusDocs Add-in and then click on ‘Design’ in the top nav.

To edit a Smart Field, click on the ‘cog’ or ‘gear’ icon on the right next to the Smart Field:

In the Smart Field edit window that pops up on your screen next, you’ll be able to edit all the Smart Fields except for the Smart Field’s name. Make your changes, and when you’re ready, click ‘Save’:

Although we’ve shown you an example in Word here, the process is exactly the same in PowerPoint.

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2. Update a Smart Field in Hub Central

In Hub Central, go to ‘Manage’ in the left nav and then click on ‘Smart Fields’. This will bring up a list of all the Smart Fields in your hub:

If you have a lot of Smart Fields, you can use the search bar to search for the one you need, and then click on the name of the Smart Field you’d like to update:

Make your changes, and when you’re ready, click ‘Save’:

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