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Up until now, we've worked with one type of placeholders, those used for custom document properties.
There is a second type of placeholder, the one used to display information about your findings. These use a Word feature called Content Controls.
To start playing around with Content Controls, you first need to activate the Developer tab in Word's Ribbon.
To paraphrase Microsoft's instructions:
We will mainly be using the Rich Text content Control button:
Oh, and do you see the Design Mode button to the right? Activate that one too:
Lets go ahead and insert a new Rich Text content control in an empty page:
That was easy enough. Now we've got a placeholder and we need to tell it what type of information we want to output.
Click on Properties (under the Design Mode button), to bring up the control's properties page:
Also, it's always a good thing to tick the Remove content control when contents are edited checkbox at the bottom.
Lets start with something simple, just populate the Title value with
Description, this will create a placeholder for the
Description field of our findings:
Click OK and our placeholder now looks a lot better:
Note that if you open the Content Control Properties window again, Word would have auto-populated the Tag value, that's 100% fine:
Lets repeat the steps for a few additional placeholders:
We've added the content controls but they're all using the Normal style. What if we want to add headings or other special styles to specific content controls?
The important thing to remember is "Placeholder text".
If you open the reveal formatting pane (SHIFT & F1) in Word and put your cursor inside an unstyled content control, you'll see that it has the Placeholder text character style (or its localised equivalent for non-English Word) applied:
If you apply a style (e.g. Heading 1) inside the content control, the Placeholder text style will be lost and the Dradis reporting engine won't be able to replace the content control with the text from your project.
Instead of creating the content control, then applying the style, you'll actually want to reverse the order:
Create a new (blank) paragraph in Word
Apply the style (e.g. Heading 1) to the blank paragraph
Finally, add the content control (e.g. Title) to the styled paragraph
This is everything we need for now. Each placeholder will extract the corresponding value from the fields in your finding.
However, the astute reader (that would be you) would have noticed there is something missing from this picture if we compare it with the one we saw in the Introduction to Word templates section.
If we have more than one finding in our project, how do we tell the reporting engine that we want to repeat this section of the document for each finding?
Glad you asked, that's what the
Issue content control is all about.
First, we want to make sure you understand a quirk that our team likes to call "The Crazy Triangles ™". Understanding it now will save you a lot of frustration later!
Next help article: The Crazy Triangles ™ →