Configure the Microsoft Word template document - SmartPlant Foundation - IM Update 46 - Help - Hexagon

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SmartPlant Foundation / SDx Version
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SmartPlant Markup Plus Version
10.0 (2019)
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2020 (15.0)

You must define the text locations in the Microsoft Word document to populate the data. The Developer tab must be enabled in order to place controls in the document. You can select the available controls from the Controls group and place wherever you need to populate the data.

For populating data in a table, the content control needs to be placed in the first row only. You can view the controls clearly when you turn on the design mode.

The following figure shows a sample of document report with form controls and tables.

Perform the following steps to create and format a Microsoft Word file to be used as the template for your report.

  1. Use the File > Options dialog to select the Developer Ribbon from the Customize Ribbon section.

  2. Use the Developer tab.

  3. Insert a text control in the document at the location that you want to insert some data from the report.

  4. Place the control in the Microsoft Word document where ever you want to display data in the report.

    Switch to Design mode to clearly see where you have placed the text boxes.

  5. Set the properties for the content control.

    How to configure the Microsoft Word template document (1)

  6. In the Locking section, you can protect the controls from deleting and editing.

  7. If the template consists of tables, the content controls are placed under the row subsequent to the header row.

    In a table the first column header and the subsequent headers are designed in a way that they hold a parent-child hierarchy. A column header should follow a logical hierarchy for which the subsequent headers act as child. In other words, the parent attribute or the column header draws a relationship to the child or the subsequent folders. For example, the first column header can be Document Name and the second header derived from Document Name can be a Document Revision and the third header derived from Document Revision is File Names as the headers follow a logical hierarchy.

  8. Save the Microsoft Word document template.

If you have added additional parameters in the Document Naming System module, then you need to manually add them to the Microsoft Word template and also to the XML control file.