![]() You add an XML file to the package and then insert elements from the XML as Content Controls. Content Controls can also be bound/mapped to XML. ![]() ![]() The various templates supplied with Microsoft Word 2007, 20 include Content Controls which prompt the user to add information from the keyboard. Content Controls are a little like Word Fields. Microsoft introduced Content Controls in Word 2007. However, you should test it thoroughly before putting anything like this into a production setting. You can download the sample files at the end of the article. The same templates and code that I used for the original blog worked adequately this time. more or a variable number of child nodes.īut in Word 2019, it is back in business and appears to be working correctly. I abandoned this article in 2017 when I found that the results were not consistent when the structure of the XML file became more complicated, i.e. I wrote this to apply to Word 2013 / 2016’s Repeating Content Controls. In the example below, it shows the XML code with the unique namespace defined.This article shows how to create a complex structured Word 2019 Document from a template using XML as a data source. The unique namespace is required in order to create the unique extraction rule in the document management software. The XML nodes define which content control values will be extracted to the metadata fields from the e-Form. In the toolkit, a XML code is written that contains the “XML nodes” that will be mapped to the content controls on the e-form and assigned a unique namespace. The Content Control Toolkit has been archived by Microsoft. The free toolkit is made by Microsoft, is actively supported and available for download here. After the e-Form is created, the second step is to use the Word 2007 Content Control Toolkit to map the content controls in the e-Form to the custom XML nodes created in the toolkit. In the example below, an invoice e-Form was created using content controls such as text fields, date pickers, and drop down lists found in the Developer ribbon of Microsoft Word.Īs previously mentioned, the Microsoft Word e-Form will require some additional configuration before the values from the content controls can be extracted. After the document has been properly configured, the values in the content controls can be extracted into the metadata fields of the document management software. Creating e-formsĮ-forms are created using an “XML Node Extraction Rule” for a Microsoft Word document that has content controls. When the form is added to FileHold, the mapped fields on the form will be automatically extracted to the metadata fields. ![]() Users will get a copy of the form, fill out the form, save the form as a new file and add it to FileHold. Once a Word form has been created, the XML nodes mapped, and the extraction rule in FileHold added, the form can be used as a template available for download in FileHold. FileHold will be offering form creation as a professional service for a charge when FileHold 12 is released. Using Microsoft Word 2007 or higher, you can create forms using the content controls available in Microsoft Word developer mode. After the document has been properly configured, the values in the content controls can be extracted into the metadata fields when the e-Form is added to FileHold. In FileHold 12, you can now create a “XML Node Extraction Rule” for a Microsoft Word document (or e-Form) that has content controls. Automatically Extracting Metadata Values from Content Controls in Microsoft Word Documents (e-Forms) in FileHold 12
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