Table of Contents

Article

How to provide inline Word property display and editing

Summary

For text fields on a work object form, you can take advantage of Microsoft Word features to enhance the editing and display of information.

This article describes how to use Microsoft Word as an editor for text in a specified field. The example in the article creates two input fields for contact information that you enter as part of the purchase order process.

 

Suggested Approach

  1. Open the flow action rule that has the property you want to enable for Word editing.
  2. Click on the magnifying glass icon next to the field to open the Cell Properties window.
  3. Open the Presentation tab and choose WordTextArea from the Format field SmartPrompt list.

  1. Click OK. The flow action rule displays in the WordTextArea format. In the example, two properties have been enabled for Word editing: ContactName and ContactTitle.

  1. Click the Save icon.
  2. Run the process to test your change.
  3. Step through the process until you reach the assignment to enter contact name and title. The form will have an action named, Enter Contact Name and Title.

  1. Click Edit to open Word and enter your text. You can modify the font and color of the text, as well as use standard Word features such as clip art, formulas, and word art.
  2. Click Save and exit the Word editor. The text appears in your application as presented in Word.

  1. You can specify that the properties are used in a Word document as a final step. For more information, see How to use Word Template-based correspondence generation. The example shows the properties displayed in a Word confirmation letter.

Published April 2, 2008 — Updated April 22, 2008

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