1 Structure
2 Structural elements
- 2.1 Groups
- 2.2 Info
3 Form elements
- 3.1 Text
  - 3.1.1 Examples
  - 3.1.2 Attributes for Text
  - 3.1.3 Contents for Text
- 3.2 YesNo
  - 3.2.1 Examples
  - 3.2.2 Attributes for YesNo
  - 3.2.3 Contents for YesNo
- 3.3 Date
  - 3.3.1 Examples
  - 3.3.2 Attribute für Date
  - 3.3.3 Contents for Date
- 3.4 Choice
  - 3.4.1 Examples
  - 3.4.2 Attributes for Choice
  - 3.4.3 Contents for Choice
4 Glossary, Terms

NOTE
Forms can be used in the "classic" template types as well as in the newer template types, whereas there are more features.

Structure

<FormsConfiguration>
  <Elements>
    <!-- Insert form elements and groups here -->
  </Elements>
</FormsConfiguration>

Structural elements

Groups

Form elements can be grouped with <Group>...</Group> for visual display.

<FormsConfiguration>
  <Elements>
    <!-- [Form elements] -->
    <Group Title="Phone numbers">
      <!-- [Form elements] -->
    </Group>
    <!-- [Form elements] -->
  </Elements>
</FormsConfiguration>

Groups must not contain other groups (no nesting).

Attributes for Group

Attributname	Description

Attributname	Description
`Title` (optional)	Title that will be displayed on the input interface.

Info

Displayed to the user on the input interface. The text to be displayed is specified as the content of the info element.

Example:

<Info>Important: Each log must also be sent in the Teams channel `Log feed`.</Info>

Form elements

Text

Inserted into Word as a Plain Text Content Control.
Provides the user with the ability to enter text in the input interface.
Typical expression in the user interface: text field.

Examples

Simple

<Text Id="Subject" Label="Subject" />

Advanced

<Text Id="Subject" Label="Subject" Value="Protocol for" MultiLine="true" Required="true">
  <Description>Please enter an appropriate subject that describes the request briefly, concisely and precisely.</Description>
  <ValidationMessage>Please enter a subject.</ValidationMessage>
</Text>

Attributes for `Text`

Attribute name	Description

Attribute name	Description
`Id` (required)	Required for identification (insertion in template, use in scripts). Must not contain spaces and must be unique. Forms automatically adds the prefix `Forms.` (e.g. `Subject` becomes `Forms.Subject`).
`Label` (required)	Label of the element in the input interface.
`Value` (optional)	Predefined text that the user can edit
`MultiLine` (optional)	If `true`: possibility in the input interface to insert line breaks
`Required` (optional)	If `true`: user must make an input, the text must not be empty and must not consist only of spaces. Recommended: Additionally configure a specific `ValidationMessage`.

Contents for `Text`

Element name	Description

Element name	Description
`Description` (optional)	Additional information for the user filling in the form. Displayed in the input interface (possibly as a tooltip).
`ValidationMessage` (optional)	Text that will be displayed to the user if this text field was filled in invalidly.

YesNo

Inserted in Word as a check box content control.
Provides the user with the ability to check ("Yes") or uncheck ("No") an option in the input interface.
Typical expression in the user interface: Checkbox

Examples

Simple

<YesNo Id="MustBeSigned" Label="Muss unterzeichnet werden" />

Advanced

<YesNo Id="MustBeSigned" Label="Muss unterzeichnet werden" Value="false" RequiredValue="true">
  <Description>Anwählen, wenn das Protokoll von Hand unterzeichnet werden muss</Description>
  <ValidationMessage>Protokolle müssen immer unterzeichnet werden.</ValidationMessage>
</YesNo>

Attributes for `YesNo`

Attribute name	Description

Attribute name	Description
`Id` (required)	Required for identification (insertion in template, use in scripts). Must not contain spaces and must be unique. Forms automatically adds the prefix `Forms.` (e.g. `MustBeSigned` becomes `Forms.MustBeSigned`).
`Label` (required)	Label of the element in the input interface
`Value` (optional)	If `true`: The YesNo option is enabled at the beginning
`RequiredValue` (optional)	If `true`: The user must enable the YesNo option. If `false`: The user must disable the YesNo option. Recommended: Additionally configure a specific `ValidationMessage`.

Contents for `YesNo`

Element name	Description

Element name	Description
`Description` (optional)	Additional information for the user filling in the form. Displayed in the input interface (possibly as a tooltip).
`ValidationMessage` (optional)	Text that will be displayed to the user if this text field was filled in invalidly.

Date

Inserted into Word as a date picker content control.
Provides the user with the ability to select a date in the input interface
Typical expression in the user interface: Datepicker

Examples

Simple

<Date Id="CreationDate" Label="Creation date" Format="dd.MM.yyyy" />

Advanced (with Value and Required)

<Date Id="CreationDate" Label="Creation date" Format="dd.MM.yyyy" Value="2020-12-31" Required="true">
  <Description>Optimally, the date of mailing should be selected here.</Description>
  <ValidationMessage>Please select a creation date.</ValidationMessage>
</Date>

Advanced (with RelativeDate)

Date Id="CreationDate" Label="Creation date" Format="dd.MM.yyyy" RelativeDate="FirstDayOfMonth" OffsetMonths="2" OffsetDays="-1"  />

Attribute für `Date`

Attribute name	Description

Attribute name	Description
`Id` (required)	Required for identification (insertion in template, use in scripts). Must not contain spaces and must be unique. Forms automatically adds the prefix `Forms.` (e.g. `CreationDate` becomes `Forms.CreationDate`).
`Label` (required)	Labeling of the element in the input interface
`Format` (required)	Definition of the date format, e.g. `dd.MM.yyyy` for "31.12.2020" or `d. MMMM yyyy` for "December 31, 2020". See List of date formats. In the base configuration, there are several date formats in the global translations that can be accessed.
`Required` (optional)	If `true`: the user must select a date, the date must not be empty. Recommended: Additionally configure a specific `ValidationMessage`.
`Value` (optional)	Pre-selected fixed date that the user can edit. Format: `yyy-MM-dd`, e. B. `2020-12-31` Cannot be used in combination with `RelativeDate`.
`RelativeDate` (optional)	Pre-selected date that the user can edit and that is relative to the time of document creation. If `Today`: date of document creation If `FirstDayOfMonth`: first day of the month of document creation If `FirstDayOfYear`: first day of the year of document creation The `OffsetMonths` and `OffsetDays` attributes can be used to further customize the relative date. Examples: Current day: `RelativeDateOption="Today"` First day of current month: `RelativeDateOption="FirstDayOfMonth"` Last day of previous month: `RelativeDateOption="FirstDayOfMonth" OffsetDays="-1"` Last day of current month: `RelativeDateOption="FirstDayOfMonth" OffsetMonths="1" OffsetDays="-1"` Last day of previous year: `RelativeDateOption="FirstDayOfYear" OffsetDays="-1"` Last day of current year: `RelativeDateOption="FirstDayOfYear" OffsetMonths="12" OffsetDays="-1"`
`OffsetMonths` (optional)	Number of months added to the relative date (positive and negative numbers allowed). See `RelativeDateOption`.
`OffsetDays` (optional)	Number of days added to the relative date (positive and negative numbers allowed). See `RelativeDateOption`.

Contents for `Date`

Element name	Description

Element name	Description
`Description` (optional)	Additional information for the user filling in the form. Displayed in the input interface (possibly as a tooltip).
`ValidationMessage` (optional)	Text that will be displayed to the user if this text field was filled in invalidly.

Choice

Inserted into Word as a combo box content control.
Offers the user the possibility to choose between different options in the input interface.
Typical appearance in the user interface: Dropdown

Examples

Simple

<Choice Id="Classification" Label="Classification">
  <Option Value="public" Label="Public" />
  <Option Value="confidential" Label="Confidential" />
  <Option Value="secret" Label="Secret" />
</Choice>

Advanced

<Choice Id="Classification" Label="Klassifizierung" Required="true" SelectedValue="confidential" EmptyOptionLabel="Please select classification...">
  <Option Value="public" Label="Public" />
  <Option Value="confidential" Label="Confidential" />
  <Option Value="secret" Label="Secret" />
  <Description>Please note: Secret documents must never be sent by e-mail.</Description>
  <ValidationMessage>Please select classification.</ValidationMessage>
</Choice>

Attributes for `Choice`

Attribute name	Description

Attribute name	Description
`Id` (required)	Required for identification (insertion in template, use in scripts). Must not contain spaces and must be unique. Forms automatically adds the prefix `Forms.` (e.g. `Classification` becomes `Forms.Classification`).
`Label` (required)	Label the element in the input interface.
`Required` (optional)	If `true`: the user must select an option. Recommended: Additionally configure a specific `ValidationMessage`.
`SelectedValue` (optional)	Preselected option: The value that is in the `Value` attribute for the desired option must be specified here.
`EmptyOptionLabel` (optional)	Label of the option symbolizing "nothing selected"

Contents for `Choice`

Element name	Description

Element name

Description

Option
(required,
several possible)

Possible selection. At least one possible selection must be configured.
Attributes:

Value: Corresponds to Value of ComboBox-DataNode at Document Parameter.
Label: Corresponds to DisplayText of ComboBox-DataNode at Document Parameter.

Description
(optional)

Additional information for the user filling in the form. Displayed in the input interface (possibly as a tooltip).

ValidationMessage
(optional)

Text that will be displayed to the user if this text field was filled in invalidly.

Glossary, Terms

Name	Meaning

Name	Meaning
Forms	Name of the new document function, formerly quasi "Document Parameter".
Forms dialog	Name for the new dialog, formerly quasi "Document Parameter dialog"
Form element	An input element in the Forms dialog, e.g. of type "Text" or "Choice
Structural element	Elements that are displayed in the Forms dialog but do not request input and therefore do not end up in the Document Part
Field	All form elements, which finally end up in the Document Part
Plain Text Content Control	Word content control that can only contain text
Date Picker Content Control	Word content control where a date can be selected
Check Box Content Control	Word content control with CheckBox icon that can be enabled and disabled
Drop-Down List Content Control	Word content control, where you can choose from predefined options
Combo Box Content Control	Word content control, where you can choose from predefined options and enter any text you want.

primedocs: technical documentation

Forms classic

Structure

Structural elements

Groups

Info

Form elements

Text

Examples

Attributes for `Text`

Contents for `Text`

YesNo

Examples

Attributes for `YesNo`

Contents for `YesNo`

Date

Examples

Attribute für `Date`

Contents for `Date`

Choice

Examples

Attributes for `Choice`

Contents for `Choice`

Glossary, Terms

Forms classic

Structure

Structural elements

Groups

Info

Form elements

Text

Examples

Attributes for Text

Contents for Text

YesNo

Examples

Attributes for YesNo

Contents for YesNo

Date

Examples

Attribute für Date

Contents for Date

Choice

Examples

Attributes for Choice

Contents for Choice

Glossary, Terms

Attributes for `Text`

Contents for `Text`

Attributes for `YesNo`

Contents for `YesNo`

Attribute für `Date`

Contents for `Date`

Attributes for `Choice`

Contents for `Choice`