Administering Microsoft Word Templates
You can provide users with the ability to edit items in Microsoft Word using the Edit in Word action. Items are edited in a Word editor within the Windchill RV&S client. For details on the user experience when editing items and documents in Word, see the Windchill RV&S Help Center.
The following is required for editing in Microsoft®Word:
• User access to a ViewSet containing the Edit in Word action
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You must specify a template for users to use when editing a document in the Word editor.
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You can administer Microsoft
® Word templates from the
Type dialog box (see
“Viewing Types”) in the
Windchill RV&S administration client. To view and modify the templates, click the
Word Templates node.
Key Considerations
The following are key considerations when using Word templates:
• For templates intended for single item editing, the content elements are optional
• ( <%beginContent%> and <%endContent%>) and are not required to exist in the template file (the elements are ignored by Windchill RV&S).
• For templates intended for document editing, the template file must be of type DOTX and include the content elements (<%beginContent%> and <%endContent%>). The format defined for the default level is used to create the building block for adding new content items.
If levels are used, ensure there is a meaningful default level block, for example, define the format used for adding new content item between <%beginLevel%> and <%endLevel%>.
• DOTX templates are stored in the database by type, and cannot be shared between Types. Templates for a type can be saved to the file system and then added to another type.
• Smart quotation marks are not supported in Word templates. Ensure smart quotation marks are disabled in Microsoft Word when creating the template.
• When extracting a field property (such as the default value, the editability rule, or the relevance rule) the Windchill RV&S item type override is used. For a document, the type used to evaluate a type override is the node type.
• When evaluating the editability and relevance rules, the rule must be a clear FALSE or it is considered to be true.
• If a field is not relevant when the edit operation is performed, the field is not used in the template.
• Editing relationship fields in the Word editor is not supported. The related items display as read-only IDs.
• Editing attachment fields in the Word editor is not supported. By default, contents of the field display as read-only text.
• Section numbers are internally determined by Microsoft Word styles Heading 1 to Heading 9. However, using the heading styles defined in the provided in
EditInWordBaseTemplate.dotx (see
“Sample Word Templates”) is recommended.
• When opening DOTX templates, ensure you are opening them correctly for editing (and saving) as a template. Because it is possible to edit and save the document with the DOTX file extension even when it is no longer a template, the file that is uploaded to the type may not actually be a template, and consequently not used when the Edit in Word command is run by a user.
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