Add interactive fillable fields

How to create a text-entry field

If you want to have an interactive field for a text value in your template, use the Text field option of the WhatToEnter macro.

1. In your template, place the cursor where a text-entry field is needed, and then select the Insert macro button.
   
2. Select What to enter.
   
3. The What to enter dialog will appear. On the General tab, keep Text field selected. Then enter the field name and a default value.
   
   • With the Required checkbox selected, your template won't be inserted into an email message if the value isn't entered.

   Tip. With the Insert nested macro button, you can open a list of macros that can be nested and select the one you need.
   

   Tip. The HTML icon means that HTML is supported, so you can enter a piece of HTML code.
   

   If you switch to the Advanced tab, you can specify:

   • What value to insert into your email message if the result returned by the macro is not empty.
   • What value to insert into your email message if the result returned by the macro is empty.
   • What regular expression the value that will be entered or selected via the macro dialog must match.

   

   • If you select the For Insert-if sections only checkbox, the value returned by the WhatToEnter macro won't be inserted into an email message and will be used only for checking a condition.

   When you're done, click OK.

4. In your template, an interactive fillable field shown with a WhatToEnter macro placeholder will appear. Click Save.
   

When you insert a template containing a text-entry field into an email message, a dialog will appear making it possible for you to enter some new text or keep the default one.

How to add a field for selecting from a dropdown

To add an interactive field for a list item, use the Dropdown list option of the WhatToEnter macro.

1. In your template, place the cursor where a field for selecting from a dropdown is needed, and then select the Insert macro button.
   
2. Select What to enter.
   
3. The What to enter dialog will appear. On the General tab, select Dropdown list. Then enter the field name and items (one per line).
   
   • To make it possible to make changes to the list item(s) when inserting your template into an email message, select the User can edit selected item(s) checkbox.
   • If you want to select several list items when inserting your template into an email message, select the User can select multiple items checkbox. Enter a separator that will divide the selected list items.
   • With the Required checkbox selected, your template won't be inserted into an email message if the value isn't entered.

   Tip. With the Insert nested macro button, you can open a list of macros that can be nested and select the one you need.
   

   Tip. The HTML icon means that HTML is supported, so you can enter a piece of HTML code.
   

   If you switch to the Advanced tab, you can specify:

   • What value to insert into your email message if the result returned by the macro is not empty.
   • What value to insert into your email message if the result returned by the macro is empty.
   • What regular expression the value that will be entered or selected via the macro dialog must match.

   

   • If you select the For Insert-if sections only checkbox, the value returned by the WhatToEnter macro won't be inserted into an email message and will be used only for checking a condition.

   When you're done, click OK.

4. A WhatToEnter macro placeholder will be added to your template indicating an interactive fillable field. Click Save.
   

When you insert a template containing a field for selecting from a dropdown into an email message, a dialog will appear making it possible for you to select any list item.

How to create a date picker field

If you want to have a field for picking a date from a calendar in your template, use the Date option of the WhatToEnter macro.

1. In your template, place the cursor where you'd like to add a date picker, and then select the Insert macro button.
   
2. Select What to enter.
   
3. The What to enter dialog will appear. On the General tab, select Date. Enter the field name. Then select a date format and a language tag (locale). To get a certain number of days subtracted or added automatically, enter the necessary value under Days before/after current date.
   
   • With the Required checkbox selected, your template won't be inserted into an email message without a date. If you think that you might want to leave out a date when inserting the template, clear the checkbox.

   Tip. With the Insert nested macro button, you can open a list of macros that can be nested and select the one you need.
   

   Tip. If you need a language tag that isn't listed under Language tag (locale), you can find the necessary language and country on the Supported locale codes page on the Microsoft Learn website, and then enter the corresponding tag from the "Code" column into the Language tag (locale) box. For example, to get the date spelled in Spanish that is spoken in the Dominican Republic, you'll need to enter "es-do".

   If you switch to the Advanced tab, you can specify:

   • What value to insert into your email message if the result returned by the macro is not empty.
   • What value to insert into your email message if the result returned by the macro is empty.
   • What regular expression the value that will be entered or selected via the macro dialog must match.

   

   • If you select the For Insert-if sections only checkbox, the value returned by the WhatToEnter macro won't be inserted into an email message and will be used only for checking a condition.

   When you're done, click OK.

4. In your template, an interactive fillable field shown with a WhatToEnter macro placeholder will appear. Click Save.
   

When you insert a template containing a date picker into an email message, a dialog will appear making it possible for you to select the necessary date from a calendar.

How to create a time picker field

To create a field for a time picker, use the Time option of the WhatToEnter macro.

1. In your template, choose a place for a time picker field and put the cursor there. Then select the Insert macro button.
   
2. Select What to enter.
   
3. The What to enter dialog will appear. On the General tab, select Time. Enter the field name. Then select a time format and a language tag (locale). To get a certain number of minutes subtracted or added automatically, enter the necessary value under Minutes before/after current time.
   
   • With the Required checkbox selected, your template won't be inserted into an email message without including the time. If you think that you might want to leave out the time when inserting the template, clear the checkbox.

   Tip. With the Insert nested macro button, you can open a list of macros that can be nested and select the one you need.
   

   If you switch to the Advanced tab, you can specify:

   • What value to insert into your email message if the result returned by the macro is not empty.
   • What value to insert into your email message if the result returned by the macro is empty.
   • What regular expression the value that will be entered or selected via the macro dialog must match.

   

   • If you select the For Insert-if sections only checkbox, the value returned by the WhatToEnter macro won't be inserted into an email message and will be used only for checking a condition.

   When you're done, click OK.

4. An interactive fillable field shown with a WhatToEnter macro placeholder will be added to your template. Click Save.
   

When you insert a template that has a time picker into an email message, you'll see a dialog prompting you to select the necessary time.

How to add a field for selecting from a dataset

If you'd like to create an interactive fillable field that will make it possible for you to select a value from a dataset, use the Dataset option of the WhatToEnter macro.

1. Decide where in your template to place a field for selecting from a dataset and put the cursor there. Then select the Insert macro button.
   
2. Select What to enter.
   
3. The What to enter dialog will appear. On the General tab, select Dataset. Then enter the field name, select a dataset and a column. Then click OK.
   
   • If you want to select several items when inserting your template into an email message, select the User can select multiple items checkbox. Enter a separator that will divide the selected items.

   Tip. With the Insert nested macro button, you can open a list of macros that can be nested and select the one you need.
   

   Tip. The HTML icon means that HTML is supported, so you can enter a piece of HTML code.
   

   If you switch to the Advanced tab, you can specify:

   • What value to insert into your email message if the result returned by the macro is not empty.
   • What value to insert into your email message if the result returned by the macro is empty.
   • What regular expression the value that will be entered or selected via the macro dialog must match.

   

   • If you select the For Insert-if sections only checkbox, the value returned by the WhatToEnter macro won't be inserted into an email message and will be used only for checking a condition.

   When you're done, click OK.

4. When an interactive fillable field shown with a WhatToEnter macro placeholder appears in your template, click Save.
   

When you insert a template that contains a field for selecting from a dataset into an email message, a dialog will appear, and you'll be able to select a value from the key column of the specified dataset.

How to validate user input with a regex

You can use regular expressions to allow entering or selecting only specific values via the WhatToEnter dialog.

1. When inserting the macro into a template, switch to the Advanced tab.
2. Under Validate with regex, enter a regular expression to specify the pattern that input must match.
   
3. Select OK.

When you or your teammates insert such a template into an email message, the values entered or selected via the macro dialog will be validated against the specified regular expression. Non-matching values won't be inserted.

How to customize macro output

When inserting the WhatToEnter macro into your template, you can specify what text string to use in an email message depending on whether the result returned by the macro is empty or not.

1. In the What to enter dialog (after you're done with the macro parameters on the General tab), switch to the Advanced tab.
2. Under Return if result is not empty, enter the text string that you want to be automatically inserted into an email message along with the macro result. In the text string, use [Result] as a placeholder for the macro result (as many times as you need).
3. Under Return if result is empty, enter the text string that you want to be automatically inserted into an email message if the macro returns an empty result.



4. Select OK.

How to repeat an interactive fillable field

1. Select the Insert macro button.
   
2. Select What to enter.
   
3. Under Copy from another WTE, select any WhatToEnter macro that you want to repeat and click OK.
   

You can also right-click a WhatToEnter macro placeholder in a template that you're creating or editing, select Copy on the menu that will appear, and then paste the macro.