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Working With Woodpecker Fields
Working With Woodpecker Fields
Cheat sheet, edit, reuse, bulk insert, delete, duplicate
+1
36 articles in this collection
Written by
Tom Young,
Helen Coyne,
George Karmelich
and 1 other
General Information
Editing a Field
How to edit field names, types, and other attributes
Written by
Tom Young
Updated over a week ago
Duplicating a field
Duplicate/copy a single field within the same template
Written by
Tom Young
Updated over a week ago
Reordering fields
Change the order of your fields
Written by
Tom Young
Updated over a week ago
Searching fields
Easily find fields via search
Written by
George Karmelich
Updated over a week ago
Excluding a field
Include/exclude individual fields from your document
Written by
Tom Young
Updated over a week ago
Hiding a Field
Hide any field when Simple View mode is enabled
Written by
George Karmelich
Updated over a week ago
Highlight all fields
See all fields in your document with the click of a button
Written by
George Karmelich
Updated over a week ago
Show all instances of a field
Navigating across instances of a field in your document
Written by
Tom Young
Updated over a week ago
Reuse Fields across Documents
How to reuse fields from one document to another
Written by
Tom Young
Updated over a week ago
Duplicate Multiple Fields in Bulk
Select multiple fields. Duplicate in the same template.
Written by
Helen Coyne
Updated over a week ago
Bulk Insert Woodpecker Fields into a Document
Automatically insert fields across your document
Written by
Tom Young
Updated over a week ago
Simple view
How to use "simple view" to hide fields that don't require user input
Written by
Tom Young
Updated over a week ago
Export fields as a CSV file
Conveniently export and download your field data
Written by
Helen Coyne
Updated over a week ago
Field Types
Single Line Text Field
How Single Line Text field works with Word formatting
Written by
Eszter Takacs
Updated over a week ago
Multiline Text Field
How Multiline Text field works with Word formatting
Written by
Eszter Takacs
Updated over a week ago
Rich Text Field
Add styling to your text by using Rich Text
Written by
Eszter Takacs
Updated over a week ago
Date Field
Choose a date by using a date-picker
Written by
Eszter Takacs
Updated over a week ago
Number Field
When to use Number Field
Written by
Eszter Takacs
Updated over a week ago
Single Select Field
Create a drop-down menu in your Template
Written by
Eszter Takacs
Updated over a week ago
Multi select fields
Using multi select fields
Written by
George Karmelich
Updated over a week ago
Conditionals
How do I use conditional fields?
Written by
Tom Young
Updated over a week ago
Formula fields
Using formula fields
Written by
Eszter Takacs
Updated over a week ago
Image Fields
Using image fields
Written by
George Karmelich
Updated over a week ago
More About Conditional Fields
Conditionals- "IF" Section
Advanced Tips for "IF" Section in Conditional Fields
Written by
Eszter Takacs
Updated over a week ago
Conditionals- "THEN" Section
Advanced Tips for "THEN" Section in Conditional Fields
Written by
Tom Young
Updated over a week ago
Conditional FieldsĀ Depending on OtherĀ ConditionalĀ Fields (Nested Conditionals)
Conditional fields: create seamless client experiences with Woodpecker Questionnaires
Written by
Eszter Takacs
Updated over a week ago
Dynamic Signature Lines
Create the number of signature lines you need, based on the number of signatories you have.
Written by
Eszter Takacs
Updated over a week ago
Using conditional inputs with "Simple view"
Create fields in your template that display only when you need them
Written by
Tom Young
Updated over a week ago
More about Formula Field
Automatically convert text in a field to UPPERCASE using Word font settings
Automatically capitalize text in your document and have the Woodpecker field inherit this capitalization
Written by
Tom Young
Updated over a week ago
How to Spell Dollar Amount Which Includes Cents: e.g. 14,003.53
How to use Formula fields to maximize document automation
Written by
Eszter Takacs
Updated over a week ago
Convert Numbers to Currency
How to Convert Numbers to Currency
Written by
Eszter Takacs
Updated over a week ago
Convert Numbers Into Words and Capitalize Every Word
Written by
Eszter Takacs
Updated over a week ago
Automatically convert text to UPPERCASE using a Woodpecker Formula field
Automatically capitalize a field's value using Formula fields
Written by
Tom Young
Updated over a week ago
Dynamically calculated dates using formula fields
How to use the DATEADD function to calculate dynamic dates
Written by
Tom Young
Updated over a week ago
Change the format of a Date field without creating another Date field
How to use the PARSEDATE function to format an existing date
Written by
Tom Young
Updated over a week ago
Check if a field is empty with formulas
Use a formula field to determine if another field is empty or blank
Written by
Tom Young
Updated over a week ago