Embed Orcanos work item fields using Word properties

OVERVIEW

This article explains how to embed Orcanos fields inside the MSWord File.

Once document signed and Download PDF gets generated, these fields will get the value from the database.

DESCRIPTION

These are the fields that can be embedded:

  • WorkItem_ID – ID of the DMS item
  • WorkItem_RoutingState – The routing state of the DMS item
  • WorkItem_Revision – Revision of DMS item (A, B….)
  • WorkItem_ChangeNo – Change number within the revision

To add new custom properties Office 2016

  1. Click the File tab.
  2. Click Info to view the document properties.
  3. To add properties, hover your pointer over the properties, and click “Advance properties”
  4. Fill property name (put the exact name as specified above), default value, and click Add
  5. Click the File tab again to return to your document. Any changes you made will be saved automatically.
To insert the value of this property in your document, follow these steps:
  1. Position the insertion point where you want to insert the value of the custom property.
  2. Make sure the Insert tab of the ribbon is displayed.
  3. Click the Quick Parts tool in the Text group.
  4. Choose Field..

In categories – select Document Information, and in the below list – select DocProperty

List of fields that you added above will be on the right side

Add custom properties in Office 2010

Follow this article to add new values to document properties under the Custom Properties TAB: https://www.howtogeek.com/217329/how-to-create-custom-properties-in-a-word-document/

Add custom properties in Office 2013

  1. Click the File tab.
  2. Click Info.
  3. Click Properties, and then select Advanced Properties.
  4. Click the Custom tab.
  5. In the Name box, type a name for the custom property
  6. In the Type list, select the data type for the property to Text.
  7. Click the File tab again to return to your document.

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