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  2. Action and Document Management
  3. Flows

Set up text fragments for document type perspective
Activity Flow

For each document type perspective, you can set up the applicable text fragments. Use text fragments to add predefined texts to a document.

For each text fragment, you can set up filters to define when the text fragment is applicable.

Designer Designer Start Start Do the required text  fragments already exist? Do the required text  fragments already exist? Set up text fragments Set up text fragments Use text fragments to add predefined texts to documents. Examples: disclaimers, contract clauses, and product information. Procedure 1. Click Action and document management design. 2. Click Text fragments. 3. Click New. 4. In the Fragment Id field, type a value. 5. In the Description field, type a value. 6. In the Note field, type a value. 7. Close the page. Define text fragments for document type perspective Define text fragments for document type perspective For each document type perspective, you can set up the applicable text fragments. Use text fragments to add predefined texts to a document. You can also group several text fragments in a text block. If you generate a document or email with a text block, the related text fragments are added together. Procedure 1. Click Action and document management design. 2. Click the Document types tab. 3. In the list, click the link of the desired record. 4. In the Perspectives section, on the Overview tab, in the list, find and select the desired record. 5. In the Text fragments section, on the Text fragments tab, click New. 6. In the Text fragment field, enter or select a value. Note: You can add a fragment only once to a perspective. 7. In the Text block id field, type a value. 8. Use the line number to define the sequence in which the text fragments are processed. This also defines the sequence in which text fragments within the same text block are added to this text block. In the Line number field, enter a number. Note: - If the number is 0, the fragment is not applied. - Make sure the line numbers are unique. 9. Select the Append new line check box. 10. Close the page. Notes If you set up text fragments for a perspective of output type Email, add the text fragments to the related template. You can also add text blocks to the related template. The text fragments of a text block are applied in the sequence as defined by the line number.Example:Text fragment Description Text block Line number Append new lineClause1 Clause 1 Clause 1 YesClause2 Clause 2 Clause 2Contact Contact information 3Unsubscr Unsubscribe information 4Template placeholders Added to table field%Clause% [TextBlock.Clause]%Contact% [TextFragment.Contact]%Unsubscr% [TextFragment.Unsubscr]In the email, for placeholder '%Clause%', text fragment 'Clause1' and 'Clause2' are both added. And because for text fragment 'Clause1' Append new line is Yes, text fragment 'Clause2' is added below text fragment 'Clause1'. Do you need filters  to define which text fragments  are applicable when? Do you need filters  to define which text fragments  are applicable when? Define text fragment filters for document type perspective Define text fragment filters for document type perspective For each text fragment, as defined for a document type perspective, you can set up filters to define when the text fragment is applicable. If, on generation of a document or email, a text fragment is not applicable, it is not added to the document or email.For each of the filters, the value of the left data source field is validated against the value of the right data source field or a fixed value. The validation is done based on the defined operator. Procedure 1. Click Action and document management design. 2. Click the Document types tab. 3. In the list, click the link of the desired record. 4. In the Perspectives section, on the Overview tab, in the list, find and select the desired record. 5. In the text fragments section, on the text fragments tab, in the list, find and select the desired record. 6. Click the Filter tab. 7. Click New. 8. In the Data source name field, enter or select a value. 9. In the Field name field, enter or select a value. 10. In the Operator field, select an option. 11. In the Property type field, select an option. 12. In the Data source name field, enter or select a value. Note: Only enter a value if the property type is 'Record value'. 13. In the Field name field, enter or select a value. Note: Only enter a value if the property type is 'Record value'. 14. In the Value field, type a value. Note: Only enter a value if the property type is 'Constant'. 15. In the Or-group field, type a value. 16. Close the page. End End No Yes Yes No

Activities

Name Responsible Description

Set up text fragments

Designer

 		Use text fragments to add predefined texts to documents. Examples: disclaimers, contract clauses, and product information.

Define text fragments for document type perspective

Designer

For each document type perspective, you can set up the applicable text fragments. Use text fragments to add predefined texts to a document.

You can also group several text fragments in a text block. If you generate a document or email with a text block, the related text fragments are added together.

Define text fragment filters for document type perspective

Designer
For each text fragment, as defined for a document type perspective, you can set up filters to define when the text fragment is applicable. If, on generation of a document or email, a text fragment is not applicable, it is not added to the document or email.
For each of the filters, the value of the left data source field is validated against the value of the right data source field or a fixed value. The validation is done based on the defined operator.

Activities

Name Responsible Description

Set up text fragments

Designer

 		Use text fragments to add predefined texts to documents. Examples: disclaimers, contract clauses, and product information.

Define text fragments for document type perspective

Designer

For each document type perspective, you can set up the applicable text fragments. Use text fragments to add predefined texts to a document.

You can also group several text fragments in a text block. If you generate a document or email with a text block, the related text fragments are added together.

Define text fragment filters for document type perspective

Designer
For each text fragment, as defined for a document type perspective, you can set up filters to define when the text fragment is applicable. If, on generation of a document or email, a text fragment is not applicable, it is not added to the document or email.
For each of the filters, the value of the left data source field is validated against the value of the right data source field or a fixed value. The validation is done based on the defined operator.
Related to Notes

Set up text fragments for document type perspective

 		 

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