Dynamic content blocks let you conditionally show or hide sections of a report based on an engagement’s configuration. They are designed for report templates that need to adapt to different engagement scopes without maintaining multiple versions of the same template.
Use dynamic content blocks when sections of a report are only applicable in certain scenarios, and should be included or excluded automatically based on scoping decisions.
How it works
Add content blocks around specific sections in a report template.
Define visibility rules for each content block in a scoping sheet.
When you generate a report, Fieldguide evaluates the relevant scoping rules.
Each content block is either included in or excluded from the generated report based on those rules.
Content blocks control visibility of report content. They don't pull in external data. To pull engagement data into a report, use mail merge tags.
Different users might interact with dynamic content blocks in different ways:
Template creators design report templates and decide where conditional content is needed.
Engagement teams fill out scoping sheets and generate reports without needing to manage conditional logic directly.
Before you begin
Know how to log into and set up the Fieldguide add-in for Microsoft Word.
Add dynamic content blocks to a report template
To insert a content block, follow these steps:
Open a report template in Word.
Open the Report Content Blocks menu inside the Fieldguide add-in for Word.
Click Create content block and enter a name. The name defines how you refer to this block inside the document and in the scoping sheet rules.
Place your cursor at the desired location, or select existing text in the document to place the content block around.
Click Save content block to insert the content block. This creates a content control inside the document, which is a special Word element that appears surrounded by a bounding box when you place your cursor inside it.
Once the report template has content blocks, add the report template to an engagement template. Then, you can configure scoping sheet rules that target any of these content blocks.
Generating reports with dynamic content blocks
When you generate a report from a template that contains content blocks, here's what happens:
Content inside a dynamic content block either appears in full or does not appear at all based on the scoping rules inside the engagement.
Visible content blocks are enclosed inside content controls.
There is no partial or placeholder state for hidden content blocks.
If report content appears or disappears unexpectedly, review the engagement’s scoping configuration.