Microsoft Office Properties (OfficeProperties)

Purpose and use

The OfficeProperties document function enables the automatic setting of OpenXML Core Properties and Custom Properties in Office documents (Word, Excel, PowerPoint).
This includes both static values and dynamically calculated content via field-Value.

Typical use cases:

• Automatic document classification
• Company-wide corporate metadata
• Mapping of workflow information
• Addition of technical metadata (e.g., IDs, timestamps)

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Basic Structure

<OfficePropertiesConfiguration>

    <!-- Core Properties -->
    <Title Value="Example Title" />
    <Subject field-Value="Project.Subject" />
    <Keywords Value="primedocs; metadata" />
    <Description Value="Automatically generated Office-document" />
    <Category Value="Reports" />
    <ContentStatus Value="Final" />

    <!-- Custom Properties -->
    <CustomProperty Name="CustomerId" Type="Text" field-Value="Customer.Id" />
    <CustomProperty Name="IsConfidential" Type="YesNo" Value="true" />

    <!-- Globale Property-Referenzen -->
    <GlobalCoreProperty Key="DocumentTitle" />
    <GlobalCustomProperty Key="BusinessUnit" />

</OfficePropertiesConfiguration>

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Configuration

The root container for all Core and Custom Properties is called OfficePropertiesConfiguration.
All elements are optional and can be combined as desired.

Core Properties

Core Properties correspond to the standardized metadata of an Office document (visible under File → Info).

Supported Core Property Elements

Property	Description
Title	Document Title
Subject	Subject / Topic
Keywords	Keywords
Description	Description
Category	Category
ContentStatus	Editing Status

Attributes (CorePropertyType)

Attribute	Description
Value	Static Value
field-Value	Dynamic Value via Fields

Note: Only Value or field-Value should be set. An error is returned if a field-Value points to an unknown field.

Custom Properties

Custom Properties allow freely definable metadata consisting of a Name, Type, and Value or field-Value.

<CustomProperty Name="CustomerId" Type="Text" field-Value="Customer.Id" />

Attributes

Attribute	Description
Name	Name of the Property
Type	Text, Number, Date, YesNo
Value	Static Value
field-Value	Dynamic Value via Fields

Globale Properties

Global Properties allow the use of centrally managed metadata in connection with Global Configurations .

note

Multiple "Global" references can be used, but an element may only be defined once - a duplicate Title or a duplicate CustomProperty will result in an error.

GlobalCoreProperty

<GlobalCoreProperty Key="DefaultCoreProperties" />

GlobalCustomProperty

<GlobalCustomProperty Key="CustomerRelatedProperties" />

Accessing dynamic Fields

The properties are written to the Word/Excel/PowerPoint file before the final document output.
Forms, Fields, Profile, and Data fields can be accessed via field-Value.