Integrating multi value fields

  • Updated on Jul 28, 2025
  • Published on Jul 22, 2025
Prev Next

Follow the instructions in order to integrate multi value 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 multi value fields. When integrating multi value fields to your dox42 Add-In, you have two options – values or XML:

  • Choose “values”, if you want all data from the multi value field to be inserted as one data field that adds up the fields with a separator.

  • Choose “xml”, if you want to have all data from the multi value fields to be separated into individual data fields.

Option 1: Using “values”

  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 values entry from the Multi Value dropdown.

  4. In the Separator text field, type in your desired separator.

    SharePoint interface showing special fields for data source configuration and settings.

    Multi Value “values” and comma separator

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

    Table displaying document details including name, compliance, title, ID, and creation date.

    Test result

  6. Insert the multi value data field into your document template and generate the document.

    User interface showing options to insert data fields and color selection.

    Document template with multi value data field

Option 2: Using “xml”

  1. Follow steps 1 and 2 of Option 1.

  2. 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”

  3. Select the Test button.
    The multi value field MetaData_Test will return the following:

    Test result of MetaData_Test

  4. Add a new XML data source.

  5. Select the Insert Data Field button to select the multi value field.

    Configuration window for XML/JSON data source with fields for name and URL.

    Insert Data Field button in XML data source

  6. From the SharePoint MultiValue Field/Apps dropdown select the Managed Metadata, Lookup or Person Group.

    SharePoint data source initialization with options for XML and JSON fields.

    SharePoint MultiValue Field/Apps dropdown in XML data source

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

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

  9. Create an Automated Range, repeat for the XML data source and generate the document. dox42 interface showing data fields and automation options for document generation.

Result

You can now create document templates with a multi value data field.