Using Playbook, you can mark small chunks of agreement document content as fields. When you mark content in an agreement document as a field, it becomes a smart field. Smart field values can be reconciled with data in the agreement record when the document is checked in, allowing changes made during negotiation to be accurately reflected and managed as data in Dynamics. Content marked as a field must map to the data type of existing fields in your agreement record.
Marking a field in a single agreement does not mark the field across all other documents for the same agreement record.
To mark a field in an agreement
From the X-Author Contracts ribbon, select Mark Field to bring up the Mark Field window.
Mark Field button is disabled in the X-Author Contracts ribbon if your agreement's protection mode is: Read Only, Fill in Form Fields, or Insert Comments.
Highlight the field you want to mark, and drag-and-drop it onto the corresponding Field Label in the Mark Field window.
Click Yes to mark the highlighted text as a smart field.
The field is marked and highlighted in the document by a content control.
Open the Control Panel to view changed fields. The marked field is listed, showing its current value.
Click Validate Fields to ensure that the newly marked field is in a valid format for the data type of the field mapped.
When you are finished marking other fields and working with your document, Check-In the agreement document and Reconcile fields to the agreement record in Dynamics.
Marking Fields with Hidden Boundaries
Because smart field boundaries can be hidden in agreement documents, text you attempt to mark as a smart field may already be a smart field in the document, just not visible. If you have the proper permissions to use the feature, make sure to show smart boundaries (X-Author Contracts ribbon > Hide Smart Boundary) before marking any fields. If the text you are marking is already a smart field, the following message will be displayed in Word.
