Integrating choice fields

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Follow the instructions in order to integrate choice fields into your dox42 document template.

To start the integration, connect to your SharePoint or Office 365 environment and select the desired list/library that contains choice fields. Use this “xml” option to separate all data from the choice fields into individual data fields.

Steps

  1. In your dox42 Add-In, open the SharePoint data source from the Data Sources tab.

  2. From the Data Sources list, select the Input Parameters entry.

    SharePoint data source

  3. In the Special Fields tab, select the xml entry from the Multi Value dropdown.

    SharePoint settings window showing data source and special fields configuration options.

    Multi Value “xml”

  4. Select the Test button.
    The multi value field Color will return the following:

    SharePoint document list showing compliance and title details with highlighted elements.

    Test result

  5. Add a new XML data source.

  6. Select the Insert Data Field button to select the choice field.
    Configuration window for XML/JSON data source with fields for name and URL.

  7. From the SharePoint MultiValue Field/Apps dropdown select Choice.

    Configuration settings for SharePoint MultiValue Field with XML and JSON options displayed.

    SharePoint MultiValue Field/Apps dropdown with Choice field in XML data source

  8. Go to the dox42 ribbon in your document template and select the Insert Data Field button.

  9. Insert the Label data field for managed metadata from the XML data source.

  10. Create an Automated Range, repeat for the XML data source and generate the document.

    dox42 interface showing data fields and automate range options for document generation.

Result

You can now create document templates with a choice data field.