officecli-word-form

name

officecli-word-form

description

Use this skill to create fillable Word forms (.docx) with real Content Controls (SDT) + legacy FormField checkboxes + MERGEFIELD mail-merge placeholders + document protection. Trigger on: 'fillable form', 'form fields', 'content controls', 'SDT', 'word form', 'fill in', 'only editable fields', 'protect document', 'onboarding form', 'HR intake', 'survey template', 'contract / SOW template', 'mail-merge template', 'compliance checklist', 'medical intake questionnaire'. Output is a single .docx where specific fields are editable and the rest is locked. This skill is INDEPENDENT, not a scene layer on docx — payload is `<w:sdt>` + `<w:ffData>` + `<w:fldChar>` + `documentProtection`, none of which docx base skill covers. Do NOT trigger for regular reports, letters, memos, academic papers, pitch decks, or any document with no user-fillable fields — route those to officecli-docx or its scene layers.

OfficeCLI Word-Form Skill

This skill is INDEPENDENT, not a scene layer on docx. A form's payload — <w:sdt> controls, <w:ffData> legacy fields, <w:fldChar> mail-merge, documentProtection — is a distinct element class from docx's paragraph/heading/style primitives. Its QA is different too: docx's Delivery Gate cares about visual layout and live PAGE fields, this skill's cares about data plumbing (protection enforced / alias+tag / items injected / name ≤ 20 / no underscore anti-pattern). Reverse handoff: if the user's document has no fillable fields (report, letter, memo, thesis, proposal), route to officecli-docx or a docx scene skill — don't use this one.

BEFORE YOU START (CRITICAL)

If officecli is not installed:

macOS / Linux

if ! command -v officecli >/dev/null 2>&1; then
    curl -fsSL https://raw.githubusercontent.com/iOfficeAI/OfficeCLI/main/install.sh | bash
fi

Windows (PowerShell)

if (-not (Get-Command officecli -ErrorAction SilentlyContinue)) {
    irm https://raw.githubusercontent.com/iOfficeAI/OfficeCLI/main/install.ps1 | iex
}

Verify: officecli --version

If officecli is still not found after first install, open a new terminal and run the verify command again.

If the install command above fails (e.g. blocked by security policy, no network access, or insufficient permissions), install manually — download the binary for your platform from https://github.com/iOfficeAI/OfficeCLI/releases — then re-run the verify command.

Help-First Rule

This skill teaches what a real form needs, not every CLI flag. When a prop / alias / enum is uncertain, consult help BEFORE guessing: officecli help docx [element] [--json] (e.g. sdt, formfield, field). Help is pinned to installed version — when this skill and help disagree, help wins. Every --prop X= below was verified against officecli help docx <element> on v1.0.63.

Mental Model & Inheritance

A Word form is a .docx plus four OpenXML payload layers plain-docx skills do not touch: <w:sdt> content controls (5 types: text / richtext / dropdown / combobox / date), <w:ffData> legacy FormField (ONLY way to get a real checkbox on v1.0.63), <w:fldChar> complex fields (MERGEFIELD, REF, PAGEREF, SEQ, IF — template-time, not user-fill), and documentProtection (the lock that makes non-field text read-only in Word).

No inheritance from docx v2. docx's Delivery Gate (cover-fill %, live-PAGE check) does NOT apply — form QA is view forms + query sdt alias+tag + protectionEnforced.

Reverse handoff to docx. Route back to officecli-docx for reports / letters / memos / thesis / pitch decks / any document with no editable fields. Use this skill when the document's purpose is data capture or template merge.

Shell & Execution Discipline

One command at a time. Read output before the next. OfficeCLI is incremental — every add / set / remove immediately mutates the file. All recipes below use FILE=form.docx as a shell variable.

Three shell-escape layers:

1. Quote every path with [N] — zsh/bash glob-expand brackets. officecli get "$FILE" /body/sdt[1] fails with no matches found. Correct: officecli get "$FILE" '/body/sdt[1]'.
2. Single-quote any prop containing $ — "Total: $50,000" becomes "Total: ,000" after $50 variable expansion. Correct: 'Total: $50,000'.
3. --after find:<text> uses outer single quotes, never inner double quotes — --after find:"Client Signature:" makes the quotes part of the search string; match fails. Correct: --after 'find:Client Signature:'.

WARNING: UNSUPPORTED (exit 2) is a silently-wrong element. The CLI created the element without the rejected prop — dropdown with no items, date with default format, SDT with no lock. Any UNSUPPORTED in your build log means your command was wrong: stop, rewrite to Path B (raw-set) or a separate set. Do not ship on top.

protection=forms is the LAST command. Not CLI-enforced — add / set / raw-set still run under any protection mode — but finishing with protection gives Word users a consistent locked experience on first open.

--after find: micro-playbook

--after find:<text> matches the first occurrence. Bad anchor = wrong insertion location, expensive to debug. Three rules:

1. Anchor must be globally unique. In bilingual contracts "甲方签字" matches both parties — use a unique phrase like "甲方签字（Service Provider）" or full English title.
2. After insert, /body/p[last()] is unreliable — the find insertion changes <w:body> child order. To continue operating on the new paragraph, read its real paraId: officecli query "$FILE" paragraph --json | jq -r '.data.results[-1].format.paraId'.
3. Chinese + full-width parens （） match literally in find, but when unsure, officecli view "$FILE" text | grep -n "锚点" first to confirm the exact bytes in the file.

# Trap: first-match hits 甲方 only, 乙方 missed
officecli add "$FILE" /body --type sdt --after 'find:签字'

# Fix: two signatories, two unique anchors
officecli add "$FILE" /body --type sdt --prop alias=Party_A_Name --prop tag=party_a \
  --after 'find:甲方签字（Service Provider）'
PID_A=$(officecli query "$FILE" paragraph --json | jq -r '.data.results[-1].format.paraId')
officecli add "$FILE" "/body/p[@paraId='$PID_A']" --type sdt --prop alias=Party_A_Title --prop tag=party_a_title

Inline SDT via --after find: is added as a child of the matched paragraph, not as a new paragraph — use this when label + SDT must share a line.

What makes a real form (identity)

A real fillable form requires structured fields + document protection.

Approach	Word user sees	CLI-readable	Real form?
SDT controls + protection=forms	Gray-bordered fields; rest locked	query sdt / view forms	YES
FormField checkbox + protection=forms	Real clickable checkbox; rest locked	query formfield / view forms	YES (checkbox only)
MERGEFIELD placeholders	«CustomerName» merged by downstream engine	query field	YES (template-time)
Underscores ___ / blank lines	Visual-only; whole doc editable	No — no structured fields	NO

Do not simulate fields with underscores. 姓名：_______________ produces zero structured data and leaks past every verification. Always use --type sdt or --type formfield.

Checkbox is formfield, NOT SDT. --type sdt --prop type=checkbox exits 1 (SDT type 'checkbox' is not implemented). Every checkbox in every recipe uses --type formfield --prop type=checkbox.

MERGEFIELD is a separate track. view forms lists SDT + formfield only; query field lists complex fields only. Two disjoint inventories; both valid in one file.

Requirements for Outputs (hard floor)

Every form must satisfy these — Delivery Gate enforces each as an executable check.

1. protection=forms enforced (get $FILE / → protectionEnforced=True).
2. Every SDT has both alias + tag.
3. Every dropdown/combobox has non-empty items=... in view forms.
4. Every date SDT shows the intended format=....
5. Every locked SDT shows lock=sdtLocked / contentLocked / sdtContentLocked as intended.
6. Zero WARNING: UNSUPPORTED in build log.
7. Zero type=checkbox on any SDT.
8. Every formfield name ≤ 20 characters.
9. Zero underscore-line / blank-line placeholders.
10. Field types match user intent (short text / paragraph / fixed list / list+custom / date / boolean).

Three Paths (core decision)

CLI v1.0.63 exposes exactly four canonical props on SDT: {type, tag, alias, text}. Everything else — items, format, lock, placeholder, name, maxlength — is UNSUPPORTED at add-time and silently discarded. The skill therefore splits every SDT need into three paths. Pick the path before writing a single command.

Path A — Pure CLI (simple forms)

Use when: the field only needs a label, an initial text, and a type. Acceptable if dropdown/combobox items can be empty at first and dates can default to yyyy-MM-dd.

officecli add "$FILE" /body --type sdt \
  --prop type=text \
  --prop alias="Full Name" --prop tag=full_name \
  --prop text="Enter full name"
# Canonical follow-ups (not on add):
# officecli set "$FILE" '/body/sdt[N]' --prop lock=sdtlocked
# officecli set "$FILE" / --prop protection=forms

Path B — CLI + raw-set bridge (complex attrs)

Use when: dropdown/combobox needs options, or date needs a non-default format. raw-set is OfficeCLI's universal OpenXML fallback — officecli --help lists it as a top-level command.

# Step 1 — Path A skeleton (generates <w:dropDownList/> automatically)
officecli add "$FILE" /body --type sdt \
  --prop type=dropdown --prop alias="Department" --prop tag=dept

# Step 2 — raw-set injects <w:listItem>s
officecli raw-set "$FILE" /document \
  --xpath "//w:sdt[w:sdtPr/w:tag/@w:val='dept']/w:sdtPr/w:dropDownList" \
  --action append \
  --xml '<w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Engineering" w:value="Engineering"/><w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Finance" w:value="Finance"/>'

Path C — Word template (beyond raw-set)

Use when: picture SDT (signature image), real SDT checkbox (type=checkbox exits 1), placeholderDocPart prompt text, grouped SDTs wrapping multiple paragraphs, or custom richtext appearance. These involve cross-part relationships or nesting beyond --prop reach.

# One-time in Word: Developer tab → Insert Content Control → Save as template.docx
cp templates/onboarding_with_signature.docx "$FILE"
officecli open "$FILE"
officecli view "$FILE" forms                 # inspect embedded controls + paths
officecli set "$FILE" '/body/sdt[@sdtId=3]' --prop text="Jane Smith"
officecli set "$FILE" / --prop protection=forms

Decision table

Need	Path	Note
text / richtext SDT with default string	A	four canonical props cover it
text SDT that must be locked	A + set lock	lock only takes effect via set, not add
dropdown / combobox with options	B	raw-set append <w:listItem>
date SDT with non-default format	B	raw-set setattr w:dateFormat/@w:val
real checkbox	FormField	--type formfield --prop type=checkbox (see §Legacy FormField)
mail-merge placeholder	MERGEFIELD	--type field --prop fieldType=mergefield (see §MERGEFIELD)
signature picture, grouped SDT, placeholder part	C	build skeleton in Word, fill via CLI

Quick Start — Path A + FormField (minimal intake form)

Two SDT text fields, one checkbox, protection. Paste and adapt; this is the smallest form worth shipping.

FILE=intake.docx
officecli close "$FILE" 2>/dev/null; rm -f "$FILE"   # preflight: clear stale resident / prior file (cold-start after CLI upgrade commonly leaks a resident)
officecli create "$FILE"
officecli open "$FILE"

officecli set "$FILE" / --prop title="Employee Onboarding Intake" \
  --prop docDefaults.font="Calibri" --prop docDefaults.fontSize="12pt"

officecli add "$FILE" /body --type paragraph \
  --prop text="Employee Onboarding Intake" --prop style=Heading1 \
  --prop size=20 --prop bold=true --prop spaceAfter=18pt

officecli add "$FILE" /body --type paragraph \
  --prop text="Full Name:" --prop size=11 --prop bold=true --prop spaceAfter=4pt
officecli add "$FILE" /body --type sdt --prop type=text \
  --prop alias="Full Name" --prop tag=full_name --prop text="Enter full name"

officecli add "$FILE" /body --type paragraph \
  --prop text="Start Date:" --prop size=11 --prop bold=true --prop spaceAfter=4pt
officecli add "$FILE" /body --type sdt --prop type=date \
  --prop alias="Start Date" --prop tag=start_date

officecli add "$FILE" /body --type paragraph \
  --prop text="Read and agree to employee handbook" --prop size=11 --prop spaceAfter=4pt
officecli add "$FILE" /body --type formfield \
  --prop type=checkbox --prop name=agree_handbook --prop checked=false

officecli set "$FILE" '/body/sdt[1]' --prop lock=sdtlocked
officecli set "$FILE" '/body/sdt[2]' --prop lock=sdtlocked
officecli set "$FILE" / --prop protection=forms
officecli close "$FILE"
officecli view "$FILE" forms

Path B — raw-set recipes

Three recipes cover almost every complex-attr need on SDT forms.

B1 — Dropdown items (append)

# Skeleton (Path A)
officecli add "$FILE" /body --type sdt --prop type=dropdown \
  --prop alias="Department" --prop tag=dept

# Inject items
officecli raw-set "$FILE" /document \
  --xpath "//w:sdt[w:sdtPr/w:tag/@w:val='dept']/w:sdtPr/w:dropDownList" \
  --action append \
  --xml '<w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Engineering" w:value="Engineering"/><w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Finance" w:value="Finance"/><w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="HR" w:value="HR"/>'

# Verify
officecli get "$FILE" '/body/sdt[1]'   # expect: type=dropdown items=Engineering,Finance,HR

Template. Swap <TAG> / <LABEL> / <VALUE> only. xmlns:w=... is required on every root <w:listItem> — raw-set does not inherit namespace prefixes. Chain multiple <w:listItem>s in one call; option order is preserved.

B2 — Combobox items (same as B1, different xpath tail)

officecli add "$FILE" /body --type sdt --prop type=combobox \
  --prop alias="Current Medication" --prop tag=current_med

officecli raw-set "$FILE" /document \
  --xpath "//w:sdt[w:sdtPr/w:tag/@w:val='current_med']/w:sdtPr/w:comboBox" \
  --action append \
  --xml '<w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Antihypertensives" w:value="Antihypertensives"/><w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Insulin" w:value="Insulin"/><w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Other (specify)" w:value="Other"/>'

Only difference from B1: w:comboBox vs w:dropDownList in the xpath tail. Combobox lets the user type custom input; dropdown does not.

B3 — Date format (setattr)

officecli add "$FILE" /body --type sdt --prop type=date \
  --prop alias="Contract Start Date" --prop tag=contract_start

# Chinese: yyyy年MM月dd日
officecli raw-set "$FILE" /document \
  --xpath "//w:sdt[w:sdtPr/w:tag/@w:val='contract_start']/w:sdtPr/w:date/w:dateFormat" \
  --action setattr \
  --xml "w:val=yyyy年MM月dd日"

# US:    w:val=MM/dd/yyyy
# ISO:   w:val=yyyy-MM-dd  (already the default)
# Long:  w:val="MMMM d, yyyy"

officecli get "$FILE" '/body/sdt[N]'   # expect: type=date format=yyyy年MM月dd日

setattr replaces one attribute — do not quote the value inside --xml. Only w:val is touched; the <w:dateFormat> wrapper is preserved.

raw-set actions & errors

--action	Form use
append	Insert new child at end of target (B1, B2 — listItem)
setattr	Change one attribute; --xml "key=value" (B3 — dateFormat/@val)
replace	Replace entire target (rare — reset a full <w:date> wrapper)
remove	Delete the target (clear options before re-populate)

Symptom	Fix
raw-set: 0 element(s) affected	XPath did not match. Check the tag value and whether the SDT is block or inline. Fall back to officecli raw $FILE /document to read the real XML.
Error: prefix 'w' is not defined	Missing xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" on the fragment — every root element in --xml needs it.
Items readback empty after append	<w:dropDownList/> must already exist (Path A type=dropdown ensures this). If absent, append has nowhere to insert.
VALIDATION: N new error(s) introduced on same line as success	Your append introduced a schema-invalid child. Treat as stop-and-fix even though raw-set exits 0.

Path C — Word template workflow

For fields CLI cannot express (signature picture SDT, real SDT checkbox, placeholderDocPart prompt text, grouped SDTs, custom richtext styling), build the skeleton once in Word, then fill via CLI.

One-time in Word: File → Options → Customise Ribbon → Developer. Developer tab → Insert Picture / Check Box / Grouping Content Control → right-click → Properties → set Title (alias) + Tag. Save as template.docx.

Fill via CLI:

cp templates/onboarding_with_signature.docx "$FILE"
officecli open "$FILE"
officecli view "$FILE" forms                                    # see /body/... paths + sdtId values
officecli set "$FILE" '/body/sdt[@sdtId=3]' --prop text="Jane Smith"
officecli set "$FILE" / --prop protection=forms
officecli close "$FILE"

MERGEFIELD (data-driven track)

help docx field on v1.0.63 declares a fieldType enum of ~30 values including mergefield, ref, pageref, seq, if — all CLI-expressible with their typed props. MERGEFIELD coexists with SDT in the same file but is reported by query field only; view forms does NOT list MERGEFIELDs (they are not user-fillable).

Canonical MERGEFIELD:

officecli add "$FILE" /body --type paragraph --prop text="Dear "
officecli add "$FILE" '/body/p[1]' --type field --prop fieldType=mergefield --prop name=CustomerName
officecli add "$FILE" '/body/p[1]' --type run --prop text=", "
officecli add "$FILE" '/body/p[1]' --type field --prop fieldType=mergefield --prop name=CompanyName
# Readback: "Dear «CustomerName», «CompanyName»"

Element-type shortcut (equivalent): officecli add "$FILE" '/body/p[1]' --type mergefield --prop name=CustomerName.

Common field patterns

Pattern	Call shape
Mail-merge placeholder	--type field --prop fieldType=mergefield --prop name=<FieldName>
Mail-merge with numeric picture (money, percent)	--type field --prop fieldType=mergefield --prop name=Amount --prop instr='MERGEFIELD Amount \# "#,##0.00"'. On v1.0.63 the typed format prop is ignored for mergefield (prints a warning) — use instr (alias instruction) to embed the full field code. Verify: query "$FILE" field --json | jq '.data.results[].format.instruction' must contain \# and the picture.
Mail-merge with date picture	--type field --prop fieldType=mergefield --prop name=StartDate --prop instr='MERGEFIELD StartDate \@ "yyyy-MM-dd"'
Cross-reference to bookmark text	--type field --prop fieldType=ref --prop name=<BookmarkName>
Cross-reference to bookmark's page number	--type field --prop fieldType=pageref --prop name=<BookmarkName>
Auto-numbering (Figure 1 / 2 / 3)	--type field --prop fieldType=seq --prop identifier=Figure
Page number in footer	--type field --prop fieldType=page
"Page X of Y"	two fields: fieldType=page + fieldType=numpages
Conditional text	--type field --prop fieldType=if --prop expression='{ MERGEFIELD Gender } = "Male"' --prop trueText="Mr." --prop falseText="Ms."

IF conditional (CLI-expressible on v1.0.63)

officecli add "$FILE" /body --type paragraph --prop text=""
officecli add "$FILE" '/body/p[last()]' --type field --prop fieldType=if \
  --prop expression='{ MERGEFIELD Gender } = "Male"' \
  --prop trueText="Mr." --prop falseText="Ms."
officecli add "$FILE" '/body/p[last()]' --type run --prop text=" "
officecli add "$FILE" '/body/p[last()]' --type field --prop fieldType=mergefield --prop name=LastName
# Merge-time result: "Mr. «LastName»" or "Ms. «LastName»"

Nested wrappers like { IF { MERGEFIELD X } = "Y" { REF bm } "fallback" } are not expressible via --prop chaining — drop to raw-set a hand-crafted <w:fldChar> / <w:instrText> fragment, or build once in a Word template (Path C).

Readback. query $FILE field lists /field[N] + instruction + fieldType. view $FILE forms does NOT list MERGEFIELDs (only SDT + formfield) — they are template-time, not end-user fillable. get $FILE '/body/p[1]' renders the guillemet-wrapped field name.

Legacy FormField

Use FormField when you need a real checkbox. For text/dropdown, prefer SDT.

help docx formfield: type (text/checkbox/check/dropdown), name (required, ≤ 20 chars — OpenXML schema MaxLength; add passes longer but validate rejects), text (text only, alias value), checked (checkbox only).

# CHECKBOX — the only real checkbox available in v1.0.63
officecli add "$FILE" /body --type formfield --prop type=checkbox \
  --prop name=agree_terms --prop checked=false

# TEXT formfield
officecli add "$FILE" /body --type formfield --prop type=text \
  --prop name=emp_name --prop text="Enter name"

# DROPDOWN formfield — items NOT settable via CLI; use Word template or SDT Path B
officecli add "$FILE" /body --type formfield --prop type=dropdown --prop name=dept_select

# Read / modify by name (stable) or 1-based index
officecli get "$FILE" '/formfield[agree_terms]'
officecli set "$FILE" '/formfield[agree_terms]' --prop checked=true
officecli set "$FILE" '/formfield[emp_name]' --prop text="Jane Smith"
officecli set "$FILE" '/formfield[dept_select]' --prop text="Engineering"

FormField paths (/formfield[N] or /formfield[<name>]) are separate from SDT paths (/body/sdt[N]). Both coexist; protection=forms covers both.

Scale. Tested with 50+ checkboxes in a single document — no practical cap on formfield count; build and validate remain clean. name ≤ 20 chars (K13) is the only hard constraint.

Renderer note — formfield checkbox [RENDERER-BUG]. LibreOffice's PDF export occasionally renders the formfield checkbox as ☐☐ (doubled box). Word and WPS render a single clickable box (toggles ☑). This is a LibreOffice renderer quirk, not a skill or document quality issue — see K19. Do not attempt workarounds in the form; if an evaluator screenshots a LibreOffice-generated PDF and sees ☐☐, attribute to [RENDERER-BUG].

Document protection & lock

Enabling form protection

officecli set "$FILE" / --prop protection=forms
officecli get "$FILE" /                                  # look for: protectionEnforced=True

Protection modes

Mode	Word user can	CLI behavior
forms	Fill SDT + formfield only	All ops work; no --force needed
readOnly	Read only	All ops work
comments	Add comments only	All ops work
trackedChanges	Edit with tracked changes only	All ops work
none	Full editing	All ops work

KEY: Document protection restricts Word users, not the CLI. You can fill / modify / lock a protected form via CLI freely. The CLI does NOT require --force on v1.0.63.

Lock values (applied via set, never add)

officecli set "$FILE" '/body/sdt[1]' --prop lock=sdtlocked           # content editable; control cannot be deleted
officecli set "$FILE" '/body/sdt[1]' --prop lock=contentlocked       # content read-only; control can be deleted
officecli set "$FILE" '/body/sdt[1]' --prop lock=sdtcontentlocked    # both locked
# Omit lock entirely → unlocked (default)

--prop lock=... on add is UNSUPPORTED (silently discarded). Apply lock via a separate set. Readback normalises to camelCase (sdtLocked) regardless of input case — both accepted.

lock × protection=forms interaction

lock value	protection=forms active	Word user can edit?	Word user can delete control?
(none)	yes	Yes	Yes
sdtlocked	yes	Yes	No
contentlocked	yes	No	Yes
sdtcontentlocked	yes	No	No
block-level SDT wrap contentlocked	any	No (wrapped paragraph read-only regardless of protection)	No
any	readOnly mode	No	No

Block-level lock (paragraph-wrapping SDT)

protection=forms is document-level — once an admin unprotects, every static paragraph (disclaimer, legal attestation, contract clause) becomes editable again. Master templates need defense-in-depth: wrap the critical paragraph in a block-level <w:sdt> with lock=contentLocked, so the content stays read-only even after protection is stripped.

officecli add "$FILE" /body --type paragraph \
  --prop text="I authorize the above and acknowledge all clauses." --prop size=11 --prop spaceAfter=12pt
PID=$(officecli query "$FILE" paragraph --json | jq -r '.data.results[-1].format.paraId')

# v1.0.63 raw-set actions: append | prepend | insertbefore | insertafter | replace | remove | setattr
# No `wrap` action — two-step instead: (1) insertbefore an empty <w:sdt><w:sdtContent/></w:sdt>,
# (2) move the original <w:p> inside by `replace` on the sdtContent with a copy of the paragraph XML.
# Simpler alternative: read the paragraph XML via `officecli raw`, then `replace` the whole <w:p> with <w:sdt>...<w:sdtContent>[original w:p]</w:sdtContent></w:sdt>:
PARA_XML=$(officecli raw "$FILE" /document | awk "/w14:paraId=\"$PID\"/,/<\\/w:p>/" | tr -d '\n')
officecli raw-set "$FILE" /document \
  --xpath "//w:p[@w14:paraId='$PID']" \
  --action replace \
  --xml "<w:sdt xmlns:w=\"http://schemas.openxmlformats.org/wordprocessingml/2006/main\" xmlns:w14=\"http://schemas.microsoft.com/office/word/2010/wordml\"><w:sdtPr><w:alias w:val=\"Authorization\"/><w:tag w:val=\"auth_para\"/><w:lock w:val=\"contentLocked\"/></w:sdtPr><w:sdtContent>${PARA_XML}</w:sdtContent></w:sdt>"

Verify with query sdt --json | jq '.data.results[] | select(.format.lock == "contentLocked" and .format.type == "block")'. Use only for legal attestations, compliance disclaimers, confidentiality clauses — regular intake fields do not need this.

Role-gated fields (multi-role forms)

When one form is filled by two roles (patient vs physician; Party A vs Party B), use lock=contentLocked on the fields the other role must not touch. Under protection=forms, contentLocked SDTs display as read-only in Word; the intended role unprotects (or the admin swaps role-specific copies) to fill the other half.

# Patient section — editable (no lock, or sdtlocked to prevent accidental deletion only)
officecli set "$FILE" '/body/sdt[1]' --prop lock=sdtlocked      # patient_name
officecli set "$FILE" '/body/sdt[2]' --prop lock=sdtlocked      # patient_dob

# Physician section — locked against patient edits
officecli set "$FILE" '/body/sdt[14]' --prop lock=contentLocked # physician_diagnosis
officecli set "$FILE" '/body/sdt[15]' --prop lock=contentLocked # physician_signature

This is the core pattern for medical intake, two-party contracts, sequential-approval forms.

Recipe — Contract / SOW template with MERGEFIELD + signature

Row-map across the three sub-recipes: SDT[1]=project_name, SDT[2]=contract_start, SDT[3]=payment_schedule, SDT[4]=signatory_name (inline). Run (sow-a) → (sow-b) → (sow-c) in order on the same $FILE; each sub-recipe stays under 20 lines so a shell-escape slip never cascades past one block.

Recipe (sow-a) Boilerplate + cover + parties

Creates the file, sets docDefaults, writes the title / intro, and drops the two MERGEFIELD placeholders (CustomerName, ContractNo) that downstream mail-merge will fill.

FILE=sow.docx
officecli create "$FILE"
officecli open "$FILE"
officecli set "$FILE" / --prop title="Statement of Work" \
  --prop docDefaults.font="Calibri" --prop docDefaults.fontSize="12pt"

officecli add "$FILE" /body --type paragraph --prop text="Statement of Work" \
  --prop style=Heading1 --prop size=20 --prop bold=true --prop spaceAfter=12pt
officecli add "$FILE" /body --type paragraph \
  --prop text="This Statement of Work ('SOW') is entered into between the parties identified below and governs the delivery of professional services." \
  --prop size=11 --prop spaceAfter=12pt

officecli add "$FILE" /body --type paragraph --prop text="Customer: "
officecli add "$FILE" '/body/p[last()]' --type field \
  --prop fieldType=mergefield --prop name=CustomerName
officecli add "$FILE" /body --type paragraph --prop text="Contract #: "
officecli add "$FILE" '/body/p[last()]' --type field \
  --prop fieldType=mergefield --prop name=ContractNo

Recipe (sow-b) SDT fields + Path B raw-set specials

Adds the three block-level SDTs (project / date / dropdown), the inline signature SDT anchored via --after 'find:Client Signature:', then Path B raw-set to inject the date format and dropdown items (both are UNSUPPORTED via add --prop).

officecli add "$FILE" /body --type sdt --prop type=text \
  --prop alias="Project Name" --prop tag=project_name --prop text="Enter project name"
officecli add "$FILE" /body --type sdt --prop type=date \
  --prop alias="Contract Start Date" --prop tag=contract_start
officecli add "$FILE" /body --type sdt --prop type=dropdown \
  --prop alias="Payment Schedule" --prop tag=payment_schedule
officecli add "$FILE" /body --type paragraph --prop text="Client Signature:" \
  --prop bold=true --prop spaceBefore=18pt --prop spaceAfter=4pt
officecli add "$FILE" /body --type sdt --prop type=text \
  --prop alias="Signatory Name" --prop tag=signatory_name --prop text="Authorized Signatory" \
  --after 'find:Client Signature:'
officecli raw-set "$FILE" /document \
  --xpath "//w:sdt[w:sdtPr/w:tag/@w:val='contract_start']/w:sdtPr/w:date/w:dateFormat" \
  --action setattr --xml "w:val=MM/dd/yyyy"
officecli raw-set "$FILE" /document \
  --xpath "//w:sdt[w:sdtPr/w:tag/@w:val='payment_schedule']/w:sdtPr/w:dropDownList" \
  --action append \
  --xml '<w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Full Prepayment" w:value="Full Prepayment"/><w:listItem xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main" w:displayText="Net 30 Upon Delivery" w:value="Net 30 Upon Delivery"/>'

Recipe (sow-c) Watermark + locks + document protection

Drops the CONFIDENTIAL watermark (parent is /, never /body), locks the three block-level SDTs, instructs how to lock the inline signatory_name SDT (path only known after view forms), then seals the document with protection=forms as the last command.

officecli add "$FILE" / --type watermark \
  --prop text="CONFIDENTIAL" --prop color=FF0000 --prop rotation=315

officecli set "$FILE" '/body/sdt[1]' --prop lock=sdtlocked
officecli set "$FILE" '/body/sdt[2]' --prop lock=sdtlocked
officecli set "$FILE" '/body/sdt[3]' --prop lock=sdtlocked
officecli view "$FILE" forms   # copy signatory_name path, then: set '/body/p[@paraId=...]/sdt[1]' --prop lock=sdtlocked

officecli set "$FILE" / --prop protection=forms
officecli close "$FILE"
officecli query "$FILE" field     # expect 2 MERGEFIELDs: CustomerName, ContractNo

Design principles (forms)

Control-type decision tree:

Date → type=date | Fixed list → type=dropdown | List + custom → type=combobox
Short text → type=text | Long text → type=richtext | Boolean → formfield checkbox

Typography scale. Spacing unit trap: spaceBefore / spaceAfter / spaceLine default to twips (1/20 pt) — always write spaceBefore=18pt.

Element	Size	Style	Spacing
Form title (H1)	20pt	Bold	spaceBefore=0pt, spaceAfter=12pt
Section heading (H2)	14pt	Bold	spaceBefore=18pt, spaceAfter=8pt
Field label	11pt	Bold	spaceAfter=4pt
Instructions / notes	11pt	Italic color=666666	spaceAfter=18pt

Accessibility bump. For medical / geriatric / accessibility-focused forms, raise field label + instruction to 12pt (11pt default is tight for older users); keep section headings at 14pt.

CJK forms: set docDefaults.font="Microsoft YaHei" — Calibri lacks Chinese glyphs.

Field ordering. (1) Personal / ID, (2) role / classification, (3) dates, (4) supplemental free-text, (5) confirmation / signature.

Yes/No + conditional follow-up (common in compliance / medical intake): formfield checkbox followed by a richtext SDT whose alias carries the cue — e.g. --type formfield --prop type=checkbox --prop name=has_cond then --type sdt --prop type=richtext --prop alias="If yes, explain" --prop tag=cond_detail --prop text="If yes, explain here".

Signature block order. Label on its own paragraph, SDT on the next paragraph (with spaceBefore=18pt on the label, spaceAfter=4pt on the SDT). Never Label: SDT inline — Word renders the runs as touching, visually stuck together.

Build order. create+open → metadata → structure (headings, label paragraphs) → SDT/formfield skeletons (Path A 4 props) → Path B injections → per-field lock → protection=forms LAST → close.

Header / footer note. Headers/footers are predefined when the section is created (default/first/even, 3 each). The first mutation must be set against the existing part, not add — add $FILE /header ... returns already exists or silently no-ops. Inspect first with officecli query "$FILE" header --json to read the type values, then officecli set "$FILE" '/header[@type=default]' --prop text=.... Only use add when creating an additional section with its own header/footer.

Batch mode (brief)

For forms with many controls, batch reduces overhead. Path A + Path B coexist in one batch.

cat <<'EOF' | officecli batch "$FILE"
[
  {"command":"add","parent":"/body","type":"sdt","props":{"type":"text","alias":"Full Name","tag":"full_name","text":"Enter name"}},
  {"command":"add","parent":"/body","type":"sdt","props":{"type":"dropdown","alias":"Department","tag":"dept"}},
  {"command":"raw-set","part":"/document","xpath":"//w:sdt[w:sdtPr/w:tag/@w:val='dept']/w:sdtPr/w:dropDownList","action":"append","xml":"<w:listItem xmlns:w=\"http://schemas.openxmlformats.org/wordprocessingml/2006/main\" w:displayText=\"Engineering\" w:value=\"Engineering\"/><w:listItem xmlns:w=\"http://schemas.openxmlformats.org/wordprocessingml/2006/main\" w:displayText=\"Finance\" w:value=\"Finance\"/>"},
  {"command":"set","path":"/body/sdt[1]","props":{"lock":"sdtlocked"}},
  {"command":"set","path":"/body/sdt[2]","props":{"lock":"sdtlocked"}}
]
EOF
officecli set "$FILE" / --prop protection=forms

• Escape inner " in xml with \". Use single-quoted heredoc <<'EOF' so $var does not expand.
• P0 batch trap: unsupported props in batch are silently dropped, no WARNING (interactive add would print WARNING: UNSUPPORTED, exit 2). Defence: send only {type, tag, alias, text} in SDT entries; put items/format into raw-set entries in the same batch.
• batch supports add, set, get, query, remove, validate, raw-set on v1.0.63.

Delivery Gate (executable)

Run every gate below after every form. Each gate must print its OK line. Any REJECT = do not deliver.

# Assumes FILE=<your-form.docx>, document has been closed with officecli close "$FILE"

# Gate 1 — Validate (documentProtection waiver: K8 allows this ONE schema error under protection=forms)
VAL_OUT=$(officecli validate "$FILE" 2>&1)
VAL_ERRS=$(echo "$VAL_OUT" | grep -c '\[Schema\]')
VAL_PROT=$(echo "$VAL_OUT" | grep -c 'documentProtection')
if   [ "$VAL_ERRS" -eq 0 ]; then echo "Gate 1 OK (validate clean)"
elif [ "$VAL_ERRS" -eq 1 ] && [ "$VAL_PROT" -eq 1 ]; then echo "Gate 1 OK (1 documentProtection waiver — K8)"
else echo "REJECT Gate 1: $VAL_ERRS schema errors beyond the K8 waiver"; echo "$VAL_OUT"; exit 1
fi

# Gate 2 — Token / placeholder leak (labels used as visual underscore substitutes)
LEAK=$(officecli view "$FILE" text | grep -niE '_{3,}|TBD|\(fill in\)|\{\{|xxxx|lorem|placeholder')
[ -z "$LEAK" ] && echo "Gate 2 OK (no underscore / placeholder leak)" || { echo "REJECT Gate 2:"; echo "$LEAK"; exit 1; }

# Gate 3 — At least one structured field exists
SDT_N=$(officecli query "$FILE" sdt --json | jq '.data.results | length')
FF_N=$(officecli query "$FILE" formfield --json | jq '.data.results | length')
FLD_N=$(officecli query "$FILE" field --json | jq '.data.results | length')
TOTAL=$((SDT_N + FF_N + FLD_N))
[ "$TOTAL" -gt 0 ] && echo "Gate 3 OK ($SDT_N sdt + $FF_N formfield + $FLD_N field)" || { echo "REJECT Gate 3: 0 structured fields — this is not a form"; exit 1; }

# Gate 4 — Every SDT has alias + tag (skill-imposed H2)
# NOTE: v1.0.63 `query --json` wraps prop fields under `.format.{prop}` — jq paths below use `.format.alias` / `.format.tag` (not bare `.alias`).
SDT_MISSING=$(officecli query "$FILE" sdt --json | jq '[.data.results[] | select(.format.alias == null or .format.alias == "" or .format.tag == null or .format.tag == "")] | length')
[ "$SDT_MISSING" -eq 0 ] && echo "Gate 4 OK (every SDT has alias+tag)" || { echo "REJECT Gate 4: $SDT_MISSING SDT(s) missing alias or tag"; exit 1; }

# Gate 5 — Protection enforced + per-field lock inventory
PROT=$(officecli get "$FILE" / --json | jq -r '.data.format.protection // "none"')
[ "$PROT" = "forms" ] && echo "Gate 5 OK (protection=forms enforced)" || { echo "REJECT Gate 5: protection is '$PROT', expected 'forms'"; exit 1; }
officecli view "$FILE" forms | head -40   # visual spot-check: every dropdown shows items=; every date shows format=; every locked SDT shows lock=

# Gate 6 — No type=checkbox leaked onto any SDT
BAD_CB=$(officecli query "$FILE" sdt --json | jq '[.data.results[] | select(.format.type == "checkbox")] | length')
[ "$BAD_CB" -eq 0 ] && echo "Gate 6 OK (no SDT checkbox — formfield only)" || { echo "REJECT Gate 6: $BAD_CB SDT with type=checkbox"; exit 1; }

Why view issues is not a gate. It runs only prose-style checks (first-line-indent, heading size) and flags every form label as Body paragraph missing first-line indent — a false-positive avalanche on forms. Ignore for this skill. Use validate (schema integrity) and view forms (field inventory).

Known Issues

#	Issue	Behavior	Workaround
K1	SDT type=checkbox not implemented on v1.0.63	add ... --type sdt --prop type=checkbox → Error: SDT type 'checkbox' is not implemented, exit 1	Use --type formfield --prop type=checkbox, or Path C template
K2	SDT items / format / lock UNSUPPORTED on add	WARNING: UNSUPPORTED props, exit 2; element created without them	Path B raw-set for items/format; separate set for lock
K3	SDT placeholder / name / maxlength UNSUPPORTED	WARNING: UNSUPPORTED, exit 2; element still created	Use text for initial content; use alias+tag instead of name; prompt text requires Path C
K4	SDT items / format / type not settable after creation	set --prop items=... → UNSUPPORTED props (use raw-set instead)	Path B raw-set, or remove + re-add
K5	FormField maxlength UNSUPPORTED	WARNING: UNSUPPORTED: maxlength; formfield created	Enforce length in downstream validation
K6	FormField dropdown items UNSUPPORTED	Dropdown formfield is created with empty option list	Use SDT dropdown + Path B, or build in Word (Path C)
K7	Watermark opacity / width / height / size UNSUPPORTED	Watermark created without them; get /watermark still prints hardcoded opacity=0.5	Do not set them. For size, open Word + adjust shape (Phase 2)
K8	validate reports a documentProtection Schema error under protection=forms	Prints the error line, exits 0. Gate 1 waives this one specific error	Confirm protection with get $FILE / → protectionEnforced=True. Known validator bug, not a document bug
K9	Batch mode silently drops UNSUPPORTED props	No WARNING line; batch reports "N succeeded" even when props were dropped	Pass only {type, tag, alias, text} in batch SDT entries; put items/format into raw-set entries in the same batch
K13	FormField name > 20 characters	add returns exit 0 with no warning; validate later reports [Schema] ... MaxLength=20 on /w:ffData/w:name	Keep name ≤ 20 characters (OpenXML schema limit). SDT alias / tag have no such limit
K14	shd.fill on a paragraph emits schema-invalid <w:pPr>/<w:shd>	validate reports 2 schema errors per instance (unexpected child element, required attribute 'val' missing); Word renders it anyway	Apply highlight on the run instead (shading=HEX, flat canonical), or raw-set <w:shd w:val="clear" w:fill="HEX"/> into the run's <w:rPr>
K15	view forms does NOT list MERGEFIELDs	Only SDT + formfield in output; MERGEFIELDs are template-time, not end-user fillable	Treat query field and view forms as two disjoint inventories. Every recipe verifies both
K16	Header / footer are predefined at section creation (default/first/even, 3 each)	add $FILE /header ... returns already exists or silently no-ops on the first call	First mutation uses set against the existing part: officecli query $FILE header --json to read type, then set '/header[@type=default]' --prop text=.... Only use add for a brand-new section's header/footer
K17	Watermark injected into header emits <w:noProof> child that is schema-invalid	validate adds an extra [Schema] error at /header[N]/w:sdt/.../w:noProof — NOT covered by K8's documentProtection waiver	After add $FILE / --type watermark, run once per header part: officecli raw-set $FILE /word/header1.xml --xpath "//w:noProof" --action remove (repeat for header2.xml, header3.xml if present)
K18	query --json wraps prop fields under .format.{prop}	Writing jq against bare .alias / .tag / .protection returns 0 matches, Gate 4/5 falsely report "missing=N"	Always prefix jq with .format.: .data.results[].format.alias, .data.results[].format.tag, .data.format.protection (for get /). Same for .format.type and .format.paraId
K19	LibreOffice renders formfield checkbox as ☐☐ (double box) in PDF export	Cosmetic only — Word / WPS render a single box, clickable to toggle ☑. A LibreOffice renderer quirk, flagged as [RENDERER-BUG]	Do not try to "fix" in the skill. If an evaluator screenshots from LibreOffice-generated PDF and sees ☐☐, attribute to [RENDERER-BUG], not a form-quality defect

Phase 2 — enhance in Word

Some polish is out of CLI scope. Hand the file to a human for these; none are required for a valid form.

Need	Why open Word
Signature image field (picture SDT)	Cross-part relationship + media file
Real SDT checkbox with specific locking	type=checkbox exits 1; use Developer → Check Box Content Control
Prompt text ("Click here to enter a date")	Needs placeholderDocPart in /word/glossary/document.xml
Grouped SDT wrapping multiple paragraphs	Block-level <w:sdt> nesting beyond add
Custom richtext default appearance	Adjust the referenced style in Word's style pane
Watermark resize	width / height not in schema; drag shape handles

For the first four, build the skeleton once (Path C) and reuse.

Help pointer

When in doubt: officecli help docx, officecli help docx <element>, officecli help docx <element> --json. Help is the authoritative schema; this skill is the decision guide for building real fillable Word forms on top of it.