Woodpecker

Tom Young

Helen Coyne

George Karmelich

Cheat sheet, edit, reuse, bulk insert, delete, duplicate

Working With Woodpecker Fields

How to edit field names, types, and other attributes

Editing a Field

Duplicate/copy a single field within the same template

Duplicating a field

Reordering fields

Searching fields

Include/exclude individual fields from your document

Excluding a field

Hide any field when Simple View mode is enabled

Hiding a Field

See all fields in your document with the click of a button

Highlight all fields

Navigating across instances of a field in your document

Show all instances of a field

How to reuse fields from one document to another

Reuse Fields across Documents

Select multiple fields. Duplicate in the same template.

Duplicate Multiple Fields in Bulk

Automatically insert fields across your document

Bulk Insert Woodpecker Fields into a Document

How to use "simple view" to hide fields that don't require user input

Simple view

Conveniently export and download your field data

Export fields as a CSV file

General Information

How Single Line Text field works with Word formatting

Single Line Text Field

How Multiline Text field works with Word formatting

Multiline Text Field

Add styling to your text by using Rich Text

Rich Text Field

Date Field

Number Field

Single Select Field

Multi select fields

Conditionals

Formula fields

Image Fields

Eszter Takacs

Field Types

Advanced Tips for "IF" Section in Conditional Fields

Conditionals- "IF" Section

Advanced Tips for "THEN" Section in Conditional Fields

Conditionals- "THEN" Section

Conditional fields: create seamless client experiences with Woodpecker Questionnaires

Conditional Fields Depending on Other Conditional Fields (Nested Conditionals)

Create the number of signature lines you need, based on the number of signatories you have.

Dynamic Signature Lines

Create fields in your template that display only when you need them

Using conditional inputs with "Simple view"

More About Conditional Fields

Automatically capitalize text in your document and have the Woodpecker field inherit this capitalization

Automatically convert text in a field to UPPERCASE using Word font settings

How to use Formula fields to maximize document automation

How to Spell Dollar Amount Which Includes Cents: e.g. 14,003.53

Convert Numbers to Currency

Convert Numbers Into Words and Capitalize Every Word

Automatically capitalize a field's value using Formula fields

Automatically convert text to UPPERCASE using a Woodpecker Formula field

How to use the DATEADD function to calculate dynamic dates

Dynamically calculated dates using formula fields

How to use the PARSEDATE function to format an existing date

Change the format of a Date field without creating another Date field

Use a formula field to determine if another field is empty or blank

Check if a field is empty with formulas

More about Formula Field

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