Forum Discussion
Displaying data from a SharePoint list in a Word document
I've read that it's possible to display data from a SharePoint list in a Word document by using custom metadata fields and content controls. This is on the side of the Word document. On the side of the SharePoint list, I've read that the columns containing the data must be "external data columns". Is this correct? When I look further into external data columns, they appear to be for receiving rather than sending data.
Hello The_Real_Remster
you can use your "normal" SharePoint columns from a document library in word.
In my case i have "normal" managed metadata columns, but with text columns it's also work:
After that you can use the columns into your word as Quickpart. Word > Ribbon: Insert > Quick Parts > Document property:
You can also see your SharePoint metadata in word. Word > Ribbon: View > SharePoint:
Hope this helps.
Best, Dave
Hello The_Real_Remster
you can use your "normal" SharePoint columns from a document library in word.
In my case i have "normal" managed metadata columns, but with text columns it's also work:
After that you can use the columns into your word as Quickpart. Word > Ribbon: Insert > Quick Parts > Document property:
You can also see your SharePoint metadata in word. Word > Ribbon: View > SharePoint:
Hope this helps.
Best, Dave
- Thanks, that's potentially very helpful. Can you please direct me to any instructions you know about for the first part of your reply (the part before "After that")? It looks as if you've tried to include some images, but I can see only thumbnail icons and the text descriptions.
Hello The_Real_Remster
ok no worries.
As first, you need to add columns to your library...
...after that, you can use this columns in your word.
Best, Dave
- Can you configure Word to enable that Properties button by default? So we don't have to manually click it everytime we open a Word document with Properties?
