![]() To make the external data column perform the default action when selected, click Link this column to the Default Action of the external content type. To display a menu of one or more actions, click Display the actions menu. Under External Content Type, click the External Content Type Picker, and then select the appropriate item from the list of external content types, for example, Customer.ĭecide how you want to handle any actions defined for the external content type by doing one or more of the following: In the Columns section, click Create Column.Įnter the name of the column, such as Customer, and then under Column Types, click External Data. Note: You cannot add an external data column to an external list.Ĭlick List or Library > List Settings or Library Settings. Top of Page Create external data columns in a list or library You can also automatically link the content controls to corresponding external data columns. To create a structured document in Word 2013, you use content controls which enable you fix the position of content, specify the kind of content (text, date, picture, and so on), highlight with color, and control editing. Examples of structured documents include:Ī legal document that contains legal language that should not be edited.Ī standard cover page for a business proposal that requires an author to enter title, e-mail address, phone number, and name.Īn invoice that automatically includes up-to-date customer data. Structured documents control where content can appear on a document, what kind of content can appear in the document, and whether the content can be edited. Top of Page Learn more about structured documents ![]() This option installs the Business Connectivity Services Client Runtime which does the following: caches and synchronizes with external data, maps business data to external content types, displays the external item picker in Office products, and runs custom solutions inside Office products. Also, make sure the Office installation option, Business Connectivity Services is enabled (This is the default). NET Framework 4, and WCF Data Services 5.0 for OData V3 on each client computer (If necessary, you are automatically prompted to download the software). Make sure Office products are ready for use To synchronize external data with Office products, you must have Windows 7 or later and the following free software products, SQL Server Compact 4.0. In an external database, the administrator may also want to create specific tables, views, queries, and so on to limit the results to just what is needed and to help improve performance.Ĭonfigure SharePoint services and accounts An administrator must activate Business Data Connectivity Services and Secure Store Service.Ĭonfigure Secure Store Services An administrator must do the following: determine the best access mode for the external data source, create a target application, and set the credentials for the target application.Ĭonfigure Business Data Connectivity Services An administrator must ensure that the user who creates the external content type has permission to the Business Data Connectivity metadata store and that appropriate users have access to the external content type that the external list is based on.Ĭreate an external content type A user must define an external content type which contains information about connections, access, methods of operation, columns, filters, and other metadata used to retrieve the data from the external data source. Prepare the external data source An administrator may need to create an account and provide permissions to the data source to ensure that the right people have access to the data and that the data does not end up in the wrong hands. To access external data, you or an administrator must do the following: Also, if you experience problems trying to work with external data, this information can help you identify the issue. The following information can help you plan your next steps. Working with external data requires several pre-requisite tasks to enable secure access to the data. What do you want to do?Ĭreate external data columns in a list or libraryĬreate a Word template to display external data in content controls For example, you may want to create a standard customer contract in a document library that contains a customer name, company name, and telephone number stored in a Line-of-Business (LOB) database, such as SAP or Dynamics CRM.įor more information, see Find content about external data and Set a file template for a document or form library. Want to make it easy and efficient to enter accurate, up-to-date data in a business document? You can use data from an external source in the body of a Microsoft Word 2013 document by using a combination of Microsoft SharePoint external data columns and Word content controls.
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