Configuring dynamic field types
Dynamic document templates allow paperwork to be customised for specific use cases. By configuring fields, you can collect the right data, ensure accuracy, and personalise documents for employees.
This article outlines all available field types, their features, and configurations.
Getting Started
Go to your Template directory.
Open a dynamic document template.
Click the cog icon next to a field to configure it.
Only Account Owners can create or configure dynamic document templates.
You must have a correctly prepared PDF template uploaded to Worknice before configuring fields.
Key Notes
The Assigner – the Worknice Account Owner creating the document.
The Submitter – the employee filling in the document.
Formatting – font, size, alignment, and colours are set in your PDF editor, not Worknice.
Each field type has its own configurations (e.g., required/optional, prefix/suffix, description).
Field Types
Smart Field
Automatically pulls data from a person’s profile in Worknice.
Use cases: full name, start date, employee code.
Available fields include:
Date of birth, display name, given name, family name, employee code, addresses, phone numbers, emails, start/end dates, tenure, location.
Features:
Dynamic data retrieval
Validation with manual override
Multi-field connection (updates all linked fields)
Configurations:
Required or optional
Field description
Prefix and suffix
💡 Example:
Prefix: “Dear” + Field: “Mary” + Suffix: “,” → Dear Mary,
Single-Line Text Field
Allows manual input of a single line of text.
Use cases: name, email, location, role, start date.
Features:
Accepts text, numbers, dates
Multi-field connection
Configurations:
Required or optional
Placeholder text
Responder select (assigner or submitter)
Description
Prefix
Suffix
Prefix / suffix use case 1
Input type | Input |
|---|---|
Prefix | Dear |
Field | Mary |
Suffix | , |
Result | Dear Mary, |
Prefix / suffix use case 2
Input type | Input |
|---|---|
Prefix | $ |
Field | 100,000 |
Suffix | per annum |
Result | $100,000 per annum |
Multi-Line Text Field
Allows input of multiple lines of text.
Use cases: clauses, addresses, notes.
Features:
Accepts text, numbers, dates
Multi-field connection
Configurations:
Required or optional
Placeholder text
Responder select
Description
Date Field
Interactive date picker or manual entry.
Use cases: contract date, job start date, effective date of change.
Features:
Accepts manual or picker input
Auto-selects current date by default
Multi-field connection
Configurations:
Required or optional
Placeholder text
Responder select
Description
E-Signature Field
Allows electronic signing of documents.
Use cases: contracts, deeds, acknowledgements.
Features:
Draw signature with mouse, stylus, or touchscreen
Multi-field connection
Configurations:
Required or optional
Choice Field
Predefined dropdown for selecting one option.
Use cases: work location, award classification.
Features:
Predefined options for accuracy and consistency
Configurations:
Enter predefined options
Required or optional
Description
You're All Done!
You now know how to configure dynamic document fields to match your business use cases.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.