Overview<\/h3>\n\nA default document template is used to generate a review document that is sent for review and approval. <\/p>\n
With TopTeam Desktop App v<\/i>ersion 8.207 and higher, you can now easily write OneView<\/i> fields including custom fields (or properties) of type Text<\/strong><\/i> to a review document.
\nFor this you have to add a custom field to the OneView<\/i> Document using TopTeam Desktop App<\/i>. <\/p>\nIn this article, you will learn to add custom properties into your review document using Microsoft Word’s Custom Properties<\/i> option. You will be able to show the field values in the review document.<\/p>\n<\/div><\/div>\n\nWho should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Creating a custom property in a OneView document<\/h3>\n\nRefer to the article Defining Custom Fields for a Record Type.<\/a>
\nOnce you have created a new custom field in TopTeam Desktop App,<\/i> see steps below.<\/p>\n<\/div><\/div>\n\nStep 2. Adding custom property to the default template<\/h3>\n<\/p><\/div>\n\nStep 2.1. Download the default template to your computer for customization<\/h3>\n\nTo know how to download the default template to your local drive and open it in Microsoft Word, please refer to the article How to add or customize a template for generating OneView Review Documents.<\/a><\/p>\n<\/div><\/div>\n\nStep 2.2. Open the default template in Microsoft Word and go to the File tab <\/h3>\n\n![\"wpid31302-media_1411117538283.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n\nNOTE<\/strong>: If the document does not display field codes, toggle the field code display ‘ON’ via ALT+F9.<\/strong><\/i><\/p>\n<\/div><\/div>\n\nStep 2.3. Select Advanced Properties from the Properties drop-down menu<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.4. Properties window opens, go to the Custom tab<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.5. Add a custom property<\/h3>\n\n\n<\/div>\n\nNOTE<\/strong>: We are assuming that the custom property ‘Header_Text’ has been created in the OneView<\/i> record type (as mentioned in Step 1), before adding it into the default template using Microsoft Word.<\/p>\n<\/div><\/div>\n\nStep 2.6. The new custom property is added<\/h3>\n\n\n<\/div>\n\nYou can add any number of custom properties of type Text<\/strong><\/i> <\/strong>in the default template.<\/p>\n<\/div><\/div>\n\nList of predefined custom properties that can be used<\/h3>\n\nIn addition to OneView<\/i> fields, you can also use the following predefined custom properties:<\/p>\n\n- tmp_ttm_duedate: Due date of Approval<\/li>\n
- tmp_ttm_createdate: Creation date of Approval<\/li>\n
- tmp_ttm_baseline_name: Name of the Baseline of the Approval<\/li>\n
- tmp_ttm_createdatetime: Creation date and time of Approval<\/li>\n
- tmp_ttm_duedatetime: Due date and time of Approval<\/li>\n
- tmp_ttm_timezone: Time zone information of the computer from where review document is generated<\/li>\n<\/ul>\n<\/div><\/div>\n\n
See Also<\/h3>\n\nHow to add or customize a template for generating OneView Review Documents<\/a>
\nHow to add Custom Properties to Header, Footer and Front Page of the Reviews and Approvals Default Template<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: May 24th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview A default document template is used to generate a review document that is sent for review and approval. With TopTeam Desktop App version 8.207 and higher, you can now easily write OneView fields including custom fields (or properties) of type Text to a review document. For this you have to add a custom field to the OneView Document using TopTeam Desktop App. In this article, you will learn to add custom properties into your review document using Microsoft Word’s Custom Properties option. You will be able to show the field values in the review document. Who should read this? <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[225,172,170,288,114],"class_list":["post-6923","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-approvals","tag-custom-fields","tag-custom-properties","tag-oneview","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1NF","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6923","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=6923"}],"version-history":[{"count":23,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6923\/revisions"}],"predecessor-version":[{"id":41942,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6923\/revisions\/41942"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=6923"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=6923"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=6923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
A default document template is used to generate a review document that is sent for review and approval. <\/p>\n
With TopTeam Desktop App v<\/i>ersion 8.207 and higher, you can now easily write OneView<\/i> fields including custom fields (or properties) of type Text<\/strong><\/i> to a review document. In this article, you will learn to add custom properties into your review document using Microsoft Word’s Custom Properties<\/i> option. You will be able to show the field values in the review document.<\/p>\n<\/div><\/div>\n Refer to the article Defining Custom Fields for a Record Type.<\/a> To know how to download the default template to your local drive and open it in Microsoft Word, please refer to the article How to add or customize a template for generating OneView Review Documents.<\/a><\/p>\n<\/div><\/div>\n NOTE<\/strong>: If the document does not display field codes, toggle the field code display ‘ON’ via ALT+F9.<\/strong><\/i><\/p>\n<\/div><\/div>\n NOTE<\/strong>: We are assuming that the custom property ‘Header_Text’ has been created in the OneView<\/i> record type (as mentioned in Step 1), before adding it into the default template using Microsoft Word.<\/p>\n<\/div><\/div>\n You can add any number of custom properties of type Text<\/strong><\/i> <\/strong>in the default template.<\/p>\n<\/div><\/div>\n In addition to OneView<\/i> fields, you can also use the following predefined custom properties:<\/p>\n How to add or customize a template for generating OneView Review Documents<\/a> Revised: May 24th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Overview A default document template is used to generate a review document that is sent for review and approval. With TopTeam Desktop App version 8.207 and higher, you can now easily write OneView fields including custom fields (or properties) of type Text to a review document. For this you have to add a custom field to the OneView Document using TopTeam Desktop App. In this article, you will learn to add custom properties into your review document using Microsoft Word’s Custom Properties option. You will be able to show the field values in the review document. Who should read this? <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[225,172,170,288,114],"class_list":["post-6923","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-approvals","tag-custom-fields","tag-custom-properties","tag-oneview","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1NF","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6923","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=6923"}],"version-history":[{"count":23,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6923\/revisions"}],"predecessor-version":[{"id":41942,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6923\/revisions\/41942"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=6923"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=6923"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=6923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nFor this you have to add a custom field to the OneView<\/i> Document using TopTeam Desktop App<\/i>. <\/p>\nWho should read this?<\/h3>\n
\n
Step 1. Creating a custom property in a OneView document<\/h3>\n
\nOnce you have created a new custom field in TopTeam Desktop App,<\/i> see steps below.<\/p>\n<\/div><\/div>\nStep 2. Adding custom property to the default template<\/h3>\n<\/p><\/div>\n
Step 2.1. Download the default template to your computer for customization<\/h3>\n
Step 2.2. Open the default template in Microsoft Word and go to the File tab <\/h3>\n
\n<\/div>\n
Step 2.3. Select Advanced Properties from the Properties drop-down menu<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2.4. Properties window opens, go to the Custom tab<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2.5. Add a custom property<\/h3>\n
\n<\/div>\n
Step 2.6. The new custom property is added<\/h3>\n
\n<\/div>\n
List of predefined custom properties that can be used<\/h3>\n
\n
See Also<\/h3>\n
\nHow to add Custom Properties to Header, Footer and Front Page of the Reviews and Approvals Default Template<\/a><\/p>\n<\/div><\/div>\n