Office field is designed to allow a form filler to select an Office from the list Offices set up on your account. This allows any information of an Office used in document automations to dynamically bring in the details and branding of the Office the form filler has selected.
As a form filler, the Office field will appear as a select field type, with only the Offices set up in your Account available for selection.
Add an Office Field
1. In the Form Builder, click New Field.
2. Select Office from the field type list.
3. Enter your question label (e.g., “Select an Office”), if required add a field alias and select additional details such as the question type, supporting text and default value.
4. Click Save.
Only one Office field may be added to a form. When you have an Office field in a Section Block, which is then imported to a form, an error will appear and the Office.
Only use the Office field in a form if you need to allow the form filler to select a different Office to the one assigned to their user profile in Smarter Drafter.
Important to note that in the Builder Word add-in, the Office field will not appear in Forms tab, rather navigate to the Office Field tab, and add the Office Details fields. This will bring the required data of the Office the form filler has chosen.
User Map and Office Field
User Mapping an Office field will automatically choose the right Office of the User selected by the form filler.
1. In a form, create a section with a Name field and Office field. Additional fields can be added and mapped as required.
2. In the section click on Options and Map fields to users.
3. Map the Name field to the Full Name option in user mapping and the Office field to the Office option. The Office option in user mapping will map to only a field that is an Office type.
Now, when a form filler selects a user, the Office in their profile will automatically populated.
Common Issues & Solutions
Issue: The Office list when filling in the form is empty.
Solution: Make sure Offices are set up in Account and have their relevant information filled in.
Issue: Once I add an Office field, I can't add another one.
Solution: Only one Office field per form can be added, this is because a single source to know which Office option to use is required to bring in the right information into the document.
Issue: I've added an Office field in the form, but in the Word add-in I cannot see the field I added.
Solution: Office field will not appear where your form fields are. There is already a built-in Office Details section which contains a Office fields that should be mapped to bring in the required data.