Template Variables can be inserted from the toolbar control or by manually typing or copy and paste from the Admin -> Template Variables list.
Selecting the toolbar icon will present a pop-up dialog.
The popup screen allows for selecting template variables. By default Project, Document, Resource, and Role are displayed. If specific template input objects are included in the template, then additional template variables will be made available. For example the Contract variables are not relevant unless a contract input object is a step in the template as the system would not know which contract to reference.
In the second screen the Contract variables are included.
In this example several template variables; $date.today, and $project.name have been inserted into the text.
When this Rich Text object is used in the template the details are pulled from the relevant project in UniPhi and inserted as text, or numbers.
Administrators of UniPhi can access the Template Variables listing in UniPhi under the Configuration > Template Variables module.
A Template Variable is a standard piece of SQL code that extracts information from the UniPhi database according to the relevant project.
Template Output Order
The final stage of creating a template is to sequence the output order of the document. If your template features numerous steps, it is possible to re-order the output so that it appears in a different sequence to the input order.
To modify the output order, edit the Output column fields with the appropriate numbers. The output order does not need to be the same as the input order. There is the possibility to prepare information like a value in a step that is then used in a later step in the input sequence.
Save your entry once you have sorted the Output order.
Comentários