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    Forms

    Structure

    <FormsConfiguration>
      <Elements>
        <!-- Insert form elements and groups here -->
      </Elements>
    </FormsConfiguration>
    

    Structural elements

    Groups

    Form elements can be grouped with <Group>...</Group> for visual display.

    <FormsConfiguration>
      <Elements>
        <!-- [Form elements] -->
        <Group Title="Phone numbers">
          <!-- [Form elements] -->
        </Group>
        <!-- [Form elements] -->
      </Elements>
    </FormsConfiguration>
    

    Groups must not contain other groups (no nesting).

    Attributes for Group:

    Attribute name Description
    Title
    (optional)
    Title that will be displayed on the input interface.

    Info

    Displayed to the user on the input interface. The text to be displayed is specified as the content of the info element.

    Example:

    <Info>Important: Each log must also be sent in the Teams channel `Log feed`.</Info>
    

    Form elements

    Text

    • Inserted into Word as a Plain Text Content Control.
    • Provides the user with the ability to enter text in the input interface.
    • Typical expression in the user interface: text field.

    Examples:

    • Simple
    • Advanced
    <Text Id="Subject" Label="Subject" />
    
    <Text Id="Subject" Label="Subject" Value="Protocol for" MultiLine="true" Required="true">
      <Description>Please enter an appropriate subject that describes the request briefly, concisely and precisely.</Description>
      <ValidationMessage>Please enter a subject.</ValidationMessage>
    </Text>
    

    Attributes for Text:

    Attribute name Description
    Id
    (required)
    Required for identification (insertion in template, use in scripts). Must not contain spaces and must be unique. Forms automatically adds the prefix Forms. (e.g. Subject becomes Forms.Subject).
    Label
    (required)
    Label of the element in the input interface.
    Value
    (optional)
    Predefined text that the user can edit
    MultiLine
    (optional)
    If true: possibility in the input interface to insert line breaks
    Required
    (optional)
    If true: user must make an input, the text must not be empty and must not consist only of spaces. Recommended: Additionally configure a specific ValidationMessage.

    Contents for Text:

    Attribute name Description
    Description
    (optional)
    Additional information for the user filling in the form. Displayed in the input interface (possibly as a tooltip).
    ValidationMessage
    (optional)
    Text that will be displayed to the user if this text field was filled in invalidly.

    YesNo

    • Inserted in Word as a check box content control.
    • Provides the user with the ability to check ("Yes") or uncheck ("No") an option in the input interface.
    • Typical expression in the user interface: Checkbox

    Examples:

    • Simple
    • Advanced
    <YesNo Id="MustBeSigned" Label="Must be signed" />
    
    <YesNo Id="MustBeSigned" Label="Must be signed" Value="false" RequiredValue="true">
      <Description>Select if the protocol must be signed by hand</Description>
      <ValidationMessage>Protocols must always be signed.</ValidationMessage>
    </YesNo>
    

    Attributes for YesNo:

    Attribute name Description
    Id
    (required)
    Required for identification (insertion in template, use in scripts). Must not contain spaces and must be unique. Forms automatically adds the prefix Forms. (e.g. MustBeSigned becomes Forms.MustBeSigned).
    Label
    (required)
    Label of the element in the input interface.
    Value
    (optional)
    If true: The YesNo option is enabled at the beginning
    RequiredValue
    (optional)
    If true: The user must enable the YesNo option.
    If false: The user must disable the YesNo option.
    Recommended: Additionally configure a specific ValidationMessage.

    Contents for YesNo:

    Attribute name Description
    Description
    (optional)
    Additional information for the user filling in the form. Displayed in the input interface (possibly as a tooltip).
    ValidationMessage
    (optional)
    Text that will be displayed to the user if this text field was filled in invalidly.

    Date

    • Inserted into Word as a date picker content control.
    • Provides the user with the ability to select a date in the input interface
    • Typical expression in the user interface: Datepicker

    Examples:

    • Simple
    • Advanced (with Value and Required)
    • Advanced (with RelativeDate)
    <Date Id="CreationDate" Label="Creation date" Format="dd.MM.yyyy" />
    
    <Date Id="CreationDate" Label="Creation date" Format="dd.MM.yyyy" Value="2020-12-31" Required="true">
      <Description>Optimally, the date of mailing should be selected here.</Description>
      <ValidationMessage>Please select a creation date.</ValidationMessage>
    </Date>
    
    <Date Id="CreationDate" Label="Creation date" Format="dd.MM.yyyy" RelativeDate="FirstDayOfMonth" OffsetMonths="2" OffsetDays="-1"  />
    

    Attributes for Date:

    Attribute name Description
    Id
    (required)
    Required for identification (insertion in template, use in scripts). Must not contain spaces and must be unique. Forms automatically adds the prefix Forms. (e.g. CreationDate becomes Forms.CreationDate).
    Label
    (required)
    Labeling of the element in the input interface.
    Format
    (required)
    Definition of the date format, e.g. dd.MM.yyyy for "31.12.2020" or d. MMMM yyyy for "December 31, 2020".
    See List of date formats.
    Required
    (optional)
    If true: the user must select a date, the date must not be empty.
    Recommended: Additionally configure a specific ValidationMessage.
    Value
    (optional)
    Pre-selected fixed date that the user can edit.
    Format: yyy-MM-dd, e. B. 2020-12-31
    Cannot be used in combination with RelativeDate.
    RelativeDate
    (optional)
    Pre-selected date that the user can edit and that is relative to the time of document creation.
    • If Today: date of document creation
    • If FirstDayOfMonth: first day of the month of document creation
    • If FirstDayOfYear: first day of the year of document creation
    The OffsetMonths and OffsetDays attributes can be used to further customize the relative date.
    Examples:
    • Current day: RelativeDateOption="Today"
    • First day of current month: RelativeDateOption="FirstDayOfMonth"
    • Last day of previous month: RelativeDateOption="FirstDayOfMonth" OffsetDays="-1"
    • Last day of current month: RelativeDateOption="FirstDayOfMonth" OffsetMonths="1" OffsetDays="-1"
    • Last day of previous year: RelativeDateOption="FirstDayOfYear" OffsetDays="-1"
    • Last day of current year: RelativeDateOption="FirstDayOfYear" OffsetMonths="12" OffsetDays="-1"
    OffsetMonths
    (optional)
    Number of months added to the relative date (positive and negative numbers allowed). See RelativeDateOption.
    OffsetDays
    (optional)
    Number of days added to the relative date (positive and negative numbers allowed). See RelativeDateOption.

    Contents for Date:

    Attribute name Description
    Description
    (optional)
    Additional information for the user filling in the form. Displayed in the input interface (possibly as a tooltip).
    ValidationMessage
    (optional)
    Text that will be displayed to the user if this text field was filled in invalidly.

    Choice

    • Inserted into Word as a combo box content control.
    • Offers the user the possibility to choose between different options in the input interface.
    • Typical appearance in the user interface: Dropdown

    Examples:

    • Simple
    • Advanced
    <Choice Id="Classification" Label="Classification">
      <Option Value="public" Label="Public" />
      <Option Value="confidential" Label="Confidential" />
      <Option Value="secret" Label="Secret" />
    </Choice>
    
    <Choice Id="Classification" Label="Klassifizierung" Required="true" SelectedValue="confidential" EmptyOptionLabel="Please select classification...">
      <Option Value="public" Label="Public" />
      <Option Value="confidential" Label="Confidential" />
      <Option Value="secret" Label="Secret" />
      <Description>Please note: Secret documents must never be sent by e-mail.</Description>
      <ValidationMessage>Please select classification.</ValidationMessage>
    </Choice>
    

    Attributes for Choice:

    Attribute name Description
    Id
    (required)
    Required for identification (insertion in template, use in scripts). Must not contain spaces and must be unique. Forms automatically adds the prefix Forms. (e.g. Classification becomes Forms.Classification).
    Label
    (required)
    Label the element in the input interface.
    Required
    (optional)
    If true: the user must select an option.
    Recommended: Additionally configure a specific ValidationMessage.
    SelectedValue
    (optional)
    Preselected option: The value that is in the Value attribute for the desired option must be specified here.
    EmptyOptionLabel
    (optional)
    Label of the option symbolizing "nothing selected"

    Contents for Choice:

    Attribute name Description
    Option
    (required,
    mehrere möglich)
    Possible selection. At least one possible selection must be configured.
    Attributes:
    • Value: Corresponds to Value of ComboBox-DataNode at Document Parameter.
    • Label: Corresponds to DisplayText of ComboBox-DataNode at Document Parameter.
    Description
    (optional)
    Additional information for the user filling in the form. Displayed in the input interface (possibly as a tooltip).
    ValidationMessage
    (optional)
    Text that will be displayed to the user if this text field was filled in invalidly.

    Glossary, terms

    Name Meaning
    Forms Name of the new document function, formerly quasi "Document Parameter".
    Forms dialog Name for the new dialog, formerly quasi "Document Parameter dialog".
    Form element An input element in the Forms dialog, e.g. of type "Text" or "Choice
    Structural element Elements that are displayed in the Forms dialog but do not request input and therefore do not end up in the Document Part
    Field All form elements, which finally end up in the Document Part
    Plain Text Content Control Word content control that can only contain text
    Date Picker Content Control Word content control where a date can be selected
    Check Box Content Control Word content control with CheckBox icon that can be enabled and disabled
    Drop-Down List Content Control Word content control, where you can choose from predefined options
    Combo Box Content Control Word content control, where you can choose from predefined options and enter any text you want.
    In this article
    • Structure
    • Structural elements
      • Groups
      • Info
    • Form elements
      • Text
      • YesNo
      • Date
      • Choice
    • Glossary, terms
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