1. Others
  2. Action and Document Management
  3. Activities

Add table field to template placeholder
Application task

For a placeholder, you can define a table field which value is inserted in the template text at the position of the placeholder.

You can add a table field of:
  • A predefined set of tables:
    • Attachment
      You can use the Logo file path of the related label to find the logo to be inserted. The related label is set for the relevant document type perspective communication profile of type Label.
    • Label
      You can use field values of the related label. The related label is set for the relevant document type perspective communication profile of type Label.
    • Recipient
      You can use field values of the related recipient. The related recipient is defined by either the Data source name/Field name combination or the Data source name/Scenario combination as set for the relevant document type perspective communication profile of type To.
    • Sender
      You can use field values of the related sender. The related sender is set for the relevant document type perspective communication profile of type From.
    • TextBlock
      You can only use text blocks that are defined for the related document type perspective.
    • TextFragment
      You can only use text fragments that are defined for the related document type perspective.
    • UserNotes
      You can only use user notes that are defined for the related document type perspective.
  • The tables as defined for the related query. You can only add a table field that is also defined in the query. The applicable query is defined by the related document type perspective.
Notes: Before you can add a table field from a query, a text block, or a text fragment, link the template to the document type perspective communication profile of type Output type.

The selected table field is entered in the Placeholder value field. Example: [SALESTABLE.CustAccount].
You can add additional text to the placeholder value. Example: Sales order '[SALESTABLE.SalesId]'.


Standard procedure

1. Click Action and document management design.
2. Click Templates.
3. In the templates list, find and select the desired record.
4. In the Placeholders list, find and select the desired record.
5. Click Add table field to open the drop dialog.
6. In the Data source field, enter or select a value.
7. In the Field name field, enter or select a value.
8. Click OK.
9. In the placeholder value field, you can make changes to the entered value.
10. Close the page.
Related to Notes

Set up templates

 		 

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