In the Recipe Editor, there are some settings that don't relate to the form, data, or template directly. Instead, they affect the final output document or interactions with users. The Recipe Settings menu is accessed from the Recipe Editor toolbar inside the Recipe Editor.

Recipe Settings

The gear button opens the Recipe Settings dialog box. The settings are divided into two tabs, General and Dynamic filename. Not all settings are present for all recipe types.

General

The general settings affect the output file and the interactions with users of the file. Not all settings are available in all recipe types.

Record Sample Data

• If enabled, each time a user creates a document from the recipe, Sample Data will be replaced with the data that was provided to the recipe by the user.
• If disabled, users generating the document will have no effect on the sample data.
• Disabled by default.
• Available in Word, HTML, PowerPoint, and Excel recipes.

Hide from Create

• If enabled, the document will not be visible in the Create user site. Documents can still be viewed in the user site by selecting Open in Create from the top-left menu.
• If disabled, the document is visible.
• Disabled by default.
• Available in Word, HTML, PowerPoint, and Excel recipes.

Remove Content Controls

• If enabled and Enable readback is disabled, content controls used as Create bindings will be removed from the generated document. Other content controls are not affected.
• If disabled, all content controls are kept unchanged.
• Enabled by default.
• Available in Word recipes.

Trim end

• If enabled, removes trailing whitespace at the end of the document.
• If disabled, no changes are made.
• Disabled by default.
• Available in Word recipes.

Enable readback

• If enabled, this keeps content controls in the resulting document and adds a JsonPath property to all bindings. The property shows the full path for the data that was used by the binding.
• If disabled, no change is made.
• Disabled by default. Recommended to keep disabled.
• Available in Word recipes.

Store Form Data in Document

• If enabled, form data is encrypted and added to the custom XML of the document upon creation. This allows any subsequently inserted text elements to have access to the form data from the parent document.
• If disabled, no data is added.
• Disabled by default. This ensures data is not shared involuntarily.
• Available in Word, PowerPoint, and Excel recipes.

Dynamic filename

Create supports setting a dynamic name for files returned from a recipe. The tab is described in full detail on the reference page for filename. You can also follow our guide on setting up a dynamic filename.