Adding fields in Writer

Working with Fields

You can add built-in fields in your Writer document, which includes the information that may change. Before you get started, define the fields and determine the type of data to be entered into the respective fields.

Autofields

If you want to display a custom date, page number, page count, author name, document name and document version in your document, this feature can prove useful.

To insert autofields,

  1. Click where you want the autofield to appear.
  2. Click More > Fields tab > Autofields.
  3. Choose an autofield to be inserted. For example, if you want to add the current date, click on the date field. Make sure you place the cursor in the required place in your document before inserting the autofields.

Working with Date Fields

In an auto-date field, you can insert a date field anywhere in your document and have the option to configure the format of the date, locale and timezone, add or subtract days and exclude days as per your requirements. Automatic date updates help eliminate the tedious chore of manually deleting prior dates.

Field Types - An Overview

Today's Date - You can select this to insert the current date.

Dynamic Today's Date - When you insert a Dynamic Today's Date field, the date in the document will be updated automatically every time the document is opened. So, for example, if you started preparing a document yesterday but opened it again today to finish it, this field renders today's date.

Document Created Date - Use this to insert the document creation date.

Document Last Edited Date - If you select this, the date on which the document was last edited will be inserted.

Create Custom Date Field - The custom date field provides an easy way to display a future or past date, that is, x number of years, months, weeks or days into the future or the past. You can avoid calculating those dates.

Inserting a Date field

To insert a date field,

  • Place the cursor where you want the date to be displayed.
  • Click More > Fields.
  • Under Autofields, choose the Date field.
  • From the dropdown list, you can choose any type according to your requirements.

Let us see how to create a custom date field with an example.

Creating a Custom Date Field

A common requirement in documents is to insert a custom date that can be preset and reused whenever required without making adjustments every time. For instance, you might want to render the current date, a "best before" date or an expiry date in your document. In these cases, the Custom Date Field option under 'Autofields' has you covered.

We can learn how to insert a custom date field with an example. Let's say we want the date of today +21 days from today's date. We can do it by following the below steps:

  • Place the cursor where you want the date to be displayed.
  • Click More > Fields.
  • Under Autofields, choose the Date field.
  • Select Create Custom Date Field.
  • A dialog box opens where you can configure the following:
  1. Field Name : Enter any name for the date field.
  2. Preset date value: Select any date from the list of dates given.
  3. Change Locale Settings: Set appropriate locale, date format and time zone.
  4. Defining a Custom Date Format

    Apart from the list of date formats available in the dropdown list, you can also set a custom date format as per your requirements.

    On choosing Custom, you can define a custom date format. Click Learn More for information about more supported formats.

    The following shortcuts render the date and time in the corresponding formats as mentioned below.

    Shortcut

    Renders

    D

    Date in single digit (1-9)

    DD

    Date in two digits (01-31)

    M

    Months in single digit (1-12)

    MM

    Months in two digits (01-12)

    MMM

    Months in short text format (Jan-Dec)

    MMMM

    Months as full names (January-December)

    YY

    Year in two digits (00-99)

    YYYY

    Year in four digits (2021)

    EEE

    Day in short text format (Sun-Sat)

    EEEE

    Days as full names (Sunday-Saturday)

    hh:mm:ss

    Time with hour, minutes, seconds and meridiem. (04:57:26 PM)

    h:mm:ss

    Time with hour in a single digit, minutes, seconds and meridiem. (4:57:26 PM)

    hh:mm

    Time with hour, minutes, and meridiem. (04:57 PM)

    h:mm

    Time with hour in a single digit, minutes, and meridiem. (04:57 PM)

    HH

    Hours in 24 hour time format (00-23)

    H

    Hours as a single digit in 24 hour time format (0-23)

    hh

    Hours in 12 hour time format (01-12)

    h

    Hours as a single digit in 12 hour time format (1-12)

    mm

    Minutes in two digits (01-59)

    ss

    Seconds in two digits (01-59)

    zz

    Time Zone (Indian Standard Time)

    z

    Time Zone in short (IST)


    Please note that a combination of the above formats can also be used as per requirements. For example,

    • The format D MMM YY HH:mm:ss will render - (1 Jun 21, 13:42:16 pm)
    • The format EEE DD MM YYYY hh:mm z will render - (Sat, 10-07-2021, 01:06 IST)
  5. Add/Subtract Days: Add or subtract days/months/years and this will reflect on the custom date.
  6. You also might need an adjustment if the resulting date falls on a weekend (Sat/Sun), it should be moved to the next working day (Monday).

  7. Exclude Weekdays/ Weekends: Exclude weekdays or weekends as required.
  • Click Create & Insert.
  • The date will now be inserted in the document.
  • Note: The date is 21 days after excluding all weekends from the date selected (10 Jun 2021).

  • Custom Date Fields made this way will be saved under Date for later use.
  • Note : Changes made to any one of the date fields in the document will automatically change all the fields with the same name.

    Configuring Date Fields

    The date fields can be configured either while creating a field or by clicking on the Configure visual cue that appears above the newly inserted date field in the document.

    Click here to learn about setting up date adjustments in merge fields.

    Inserting Page Numbers

    To insert page numbers in your document,

    1. Click where you want the page numbers to appear.
    2. Click More > Fields.
    3. Under the Autofields , choose the Page Number.
    4. Choose to insert the page number in the header or footer from the drop-down.
    5. Select Format Page Number from the drop-down menu to change the position and style of the inserted page number.
    6. Click Remove Page Numbers to remove all the page numbers from the document.

    Similarly, you can also add page count, author name, document name, and version of the document as autofields.


      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Still can't find what you're looking for?

                          Write to us:  support@zohoforms.com



                                




                              

                                Zoho Marketing Automation

                                  Zoho Sheet Resources

                                   




                                      Zoho Forms Resources


                                        Secure your business
                                        communication with Zoho Mail


                                        Mail on the move with
                                        Zoho Mail mobile application

                                          Stay on top of your schedule
                                          at all times


                                          Carry your calendar with you
                                          Anytime, anywhere




                                                Zoho Sign Resources

                                                  Sign, Paperless!

                                                  Sign and send business documents on the go!

                                                  Get Started Now


                                                      Zoho SalesIQ Resources



                                                          Zoho TeamInbox Resources



                                                                  Zoho DataPrep Resources



                                                                    Zoho DataPrep Demo

                                                                    Get a personalized demo or POC

                                                                    REGISTER NOW


                                                                      Design. Discuss. Deliver.

                                                                      Create visually engaging stories with Zoho Show.

                                                                      Get Started Now











                                                                                            • Related Articles

                                                                                            • Working with Fields

                                                                                              Supported field types Supported field types Description Possible Values in the data source Rendered as Notes Plain Text The value of the field is placed as a string in the document. “test” “test” You can select the field in the document and apply the ...
                                                                                            • How to add signer fields and configure signers?

                                                                                              There are different kinds of fields you can add: signature fields, text fields, date fields and more. 1. Click where you would like to place the field in the document.  2. Go to More Options(☰) > Fields > Signer Fields.  3. Go to More Options(☰) ...
                                                                                            • How to use merge fields inside formula fields in a document ?

                                                                                              To use merge fields inside a formula, enter your formula with merge fields as shown below. During the merge, Writer maps the values to the merge fields, executes the calculations and places the value in the document. Example: Here, the merge field ...
                                                                                            • Working with Formulas in merge template

                                                                                              Formulas Please click here to head to formula help page to learn about supported functions, inserting a formula, referencing cell values, etc. Named fields - In merged documents In a lengthy merged document where you are required to insert the same ...
                                                                                            • How to map document merge fields with names in data source?

                                                                                              Field Mapping gives the ability to map merge fields of the document to the record names in the data source linked to the document before merging or sending them out for signature. If the document is connected to a different data source that uses ...
                                                                                            Wherever you are is as good as
                                                                                            your workplace

                                                                                              Resources

                                                                                              Videos

                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                              eBooks

                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                              Webinars

                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                              CRM Tips

                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                Zoho Show Resources