1
Understand template-only data items
Global custom data items are available across all documents, but you can also create data items that only apply to a specific template or document.
Creating Custom Data Items for a Specific Template or Document
Discover how to add custom data items that apply only to a specific template or document.
Create Custom Data Items Only for a Template or Document
Learn how to create document-specific custom data items that only apply to a selected template or document in My Guideflow.
Steps to create template-specific custom data items
2
Open the template or document
Open the template or document where you want to create custom data items that are unique to that file.
3
Open Document Data Items
From the right-side toolbar, click Document Data Items to open the data item panel.
4
Add a custom data item
At the bottom of the Document Data Items panel, click Add Custom Data Item.
5
Configure the custom data item
Enter a custom data item label, choose the field type, and optionally define a default value for the document-specific data item.
6
Save the custom data item
Click Add to save the custom data item to the current template or document.
7
Locate the new data item
Once created, the custom data item will appear within the Custom Data Item section of the Document Data Items panel.
8
Copy the data item placeholder
Click Copy to Clipboard beside the custom data item to copy the placeholder value for insertion into your document.
9
Insert the data item into the document
Paste the copied placeholder into a text block or content area within the template or document. The placeholder will appear highlighted until populated with live data.
10
Create a document from the template
When creating a new document from the template, select the template containing your custom document-only data items.
11
Complete the custom data fields
In the Data Items step, you will see both global data items and the template-specific custom data items available for completion.
FAQs