Doc Auto

Word plugin - Associations

Associations connect a template to columns in iSheets. When you associate a template with iSheet columns, the Doc Auto plugin generates the automation code, with which the user can automate their template.
Once you have created the template associations with the Doc Auto Word Plugin, you should only open the templates with Microsoft Word and not any other word processor.
If you open it with another word processor, it will overwrite document properties which is where your associations have been saved.

Add Association

First, add an
Association
. Click the
Associations
 icon in the ribbon and then select
Add
 in the panel on the right-hand side. The
Association
 window opens and you can build the first association by selecting a site.
Select a
Site
, the
iSheet
 dropdown will show iSheets available from that site.
Select an
iSheet
. All
Views
 available for that
iSheet
 are shown in the
View
 dropdown.
Select a
View
. All columns in the selected
View
 are shown in the
Available
 box.
Choose the columns you want to associate with the template.
  • Use the double arrows to move all the columns into and out of the
    Selected
     box.
  • Use the single arrows to move selected columns.
Select
Add
 at the bottom of the window to save the column associations in the
Associations
 panel on the right.
Select
Add
 in the
Associations
 panel again to add as many column associations from as many
iSheets
 and
Views
 as required.
Once selected, you cannot change the
Site
 in the
Association
 window.
Edit Association
Click the
More Actions
 icon near the top of the
Associations
 panel. You can
Edit
 the information within the Association panel or you can
Remove
 all of it.
Select
Edit
 to open the
Association
 window. Use the arrow functions to move columns in or out of the
Selected
 box.
Select
Update
 to add all items in the
Selected
 box in the
Associations
 panel.
Remove Association
A
More Actions
 icon next to each iSheet view allows you to
Edit
 or
Remove
 the template associations.
Select
Remove
. A message window asks you to confirm. Select
Yes
, to remove the entire iSheet view and columns from the template associations.
Use the red
x
 icon to remove a particular column(s) from an associated iSheet view.
After setting associations, you can use the Variables panel to place variables in the template.
Unsupported column types
The following iSheet column types are
not supported
 with the Doc Auto Word Plugin. This means that a user will not be able to associate the template with these columns or use them for automation.
  • User Lookup
  • Hyperlink
  • Image
  • Attachment
  • File link
  • Folder link
  • iSheet link
  • Join
  • Score

This article applies to:

  • Product: HighQ
  • Subject: Add-in, Documents

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