Forum Discussion
Displaying data from a SharePoint list in a Word document
- Nov 30, 2022
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
- jraumanOct 21, 2024Iron ContributorCan 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?
- DaveMehr365Oct 23, 2024MVP
- The_Real_RemsterNov 30, 2022Copper ContributorThanks, 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.
- DaveMehr365Nov 30, 2022MVP
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
- The_Real_RemsterDec 01, 2022Copper ContributorI'm getting there. I've managed to add some columns from the list to a document library, and add content controls for those columns to a Word document. Now I have a further puzzle.
The list includes a column containing unique IDs. What I want to be able to do is select an ID for each document, and then have data from other columns in the list pulled through automatically. I can achieve that in the document properties by adding the other columns under "Add additional columns from source list". However, the other columns aren't then available under Quick Parts in Word.