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    Metadata

    Using this document function, document properties ("Core Properties") and extended document properties ("Custom Document Properties") can be added for Microsoft Word, Excel and PowerPoint templates.

    Properties

    The default properties correspond to the "OpenXML-PackageProperties" and can be configured this way:

      <Metadata>
        <Core>
          <Category>Category</Category>
          <ContentStatus>Status</ContentStatus>
          <ContentType>Type</ContentType>
          <Creator>Testuser</Creator>
          <Description>Description</Description>
          <Identifier>Identifier</Identifier>
          <Keywords>Keywords</Keywords>
          <Language>EN</Language>
          <LastModifiedBy>TestUser</LastModifiedBy>
          <Subject>Subject</Subject>
          <Title> Title</Title>
          <Version>Version</Version>
          <LastPrinted>2022-04-02</LastPrinted>
          <Modified>2022-06-02</Modified>
          <Created>2022-06-26</Created>
        </Core>
      </Metadata>
    

    Each of these elements can access existing data, e.g. from the Document Parameter, via the XPath attribute.

    <Metadata>
      <Core>
        <Subject XPath="//Text[@id='DocParam.Subject']">Subject</Subject>
      </Core>
    </Metadata>
    
    Note

    LastPrinted, Modified and Created are date values.

    Advanced properties

    In Word, the advanced document properties can be accessed as follows:

    Call Word Extended Properties

    Via "Customize" they can be displayed and edited:

    Word Dialog: Document Properties

    Supported types

    Typ Type acc. to English word Example values
    String Text Beispieltext, Hello World
    Int Number 1, 7635
    Double Number 42.66, 1.725, 4
    Bool Yes or no true, false
    Date Date 2023-01-23

    Similar to the "Core-Properties", existing data can be read out via the XPath attribute.

    OneOffixx document properties

    There are some special extended document properties that have an effect in OneOffixx. These are extended document properties of type Bool.

    Name of the extended document property Effect
    OORefreshFieldsOnOpen If true: The OneOffixx add-in updates the following Word fields each time the file is opened.
    OORefreshFieldsOnSave If true: The OneOffixx add-in updates the following Word fields before each save.

    Word fields:

    • WdFieldType.wdFieldEditTime
    • WdFieldType.wdFieldFileName
    • WdFieldType.wdFieldFileSize
    • WdFieldType.wdFieldGlossary
    • WdFieldType.wdFieldLastSavedBy
    • WdFieldType.wdFieldNumChars
    • WdFieldType.wdFieldNumPages
    • WdFieldType.wdFieldNumWords
    • WdFieldType.wdFieldPage
    • WdFieldType.wdFieldPageRef
    • WdFieldType.wdFieldPrint
    • WdFieldType.wdFieldPrintDate
    • WdFieldType.wdFieldSaveDate
    • WdFieldType.wdFieldSection
    • WdFieldType.wdFieldSectionPages
    • WdFieldType.wdFieldTOA
    • WdFieldType.wdFieldTOAEntry
    • WdFieldType.wdFieldTOC
    • WdFieldType.wdFieldTOCEntry
    • WdFieldType.wdFieldFootnoteRef
    • WdFieldType.wdFieldDocProperty

    For more information on the field types click here.

    Updates in the open document

    If you update the document e.g. by changing the document parameters, the properties and extended properties will also be updated based on the configuration. However, there are restrictions for the properties, because not all "OpenXML-PackageProperties" can be used in Word.

    The following properties can also be updated in an open document via OneOffixx:

    • Category
    • Creator
    • Description
    • Keywords
    • LastModifiedBy
    • Subject
    • Title
    • As well as all "Advanced Properties"

    Examples

    Fixed values:

    <Metadata>
      <Core>
    	<Category>Test Category</Category>
      </Core>
      <Meta Name="CustomDocumentPropertyStringExample" Type="String">some text</Meta>
      <Meta Name="CustomDocumentPropertyIntExample" Type="Int">264</Meta>
      <Meta Name="CustomDocumentPropertyDoubleExample" Type="Double">15.723</Meta>
      <Meta Name="CustomDocumentPropertyBoolExample" Type="Bool">true</Meta>
      <Meta Name="CustomDocumentPropertyDateExample" Type="Date">2023-12-31</Meta>
    </Metadata>
    

    OneOffixx texts with fallback:

    <Metadata>
      <Core>
        <Category XPath="//Text[@id='DocParam.Category']">Test Category</Category>
      </Core> 
      <Meta Name="DocumentParameterSubject" Type="String" XPath="//Text[@id='DocParam.Subject']">some text</Meta>
    </Metadata>
    

    → The value is taken from the Document Parameter DocParam.Subject or DocParam.Category. If no value is found, the defined value ("Test Category" or "some text") takes effect.

    Enable special OneOffixx document properties:

    <Metadata>
      <Meta Name="OORefreshFieldsOnOpen" Type="Bool">true</Meta>
      <Meta Name="OORefreshFieldsOnSave" Type="Bool">true</Meta>
    </Metadata>
    

    → Here is configured that the Word add-in updates all Word fields on every open and before every save (see "Special OneOffixx document properties" above).

    Another example:

    <Metadata>
      <Core>
        <Subject>Individual subject</Subject>
        <Status>Individual status</Status>
        <Category>Individual category</Category>
        <Title XPath="//Text[@id='Forms.Title']">Fallback if no title appears</Title>
      </Core>
    </Metadata>
    

    Word: Properties

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