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Conditional Merge Fields - $FUNCTION Fields

As part of the recent enhancements to allow conditional merge fields there are now a few more fields which can be added to Template documents or Journal Templates.

To help with choosing these fields a new $FUNCTION section has been added to the Catalogue seen at the left hand side of the template Editors screen.

These $FUNCTION fields can be inserted in the normal way (i.e. Double-click) on the field.


Insert Code:
This can be used to force the system to display the CODE rather than the description.
e.g.  If a candidate had a current role of [SEC] - Secretary then;
[[ENID_POSITION$]]                     will display Secretary in the template.
[[ENID_POSITION$, $CODE]]          will display SEC in the template.
[[ENID_POSITION$, $DESC]]          will display Secretary in the template.


Insert Code Desc:
This can be used to force the system to display the description of a CODE rather than the CODE itself.
e.g.  If a candidate had a current role of [SEC] - Secretary then;
[[ENID_POSITION$]]                     will display Secretary in the template.
[[ENID_POSITION$, $DESC]]          will display Secretary in the template.


Insert Coded Text:
This will allow the user to display all the text that has been associated with a code.
e.g.  If a candidate had a current role of [SEC] - Secretary then;[[ENID_POSITION$]]                     will display Secretary in the template.
[[ENID_POSITION$, $TEXT]]          will display ALL the text which has been associated with that code rather than the code itself.       

   

Insert Document:
This will allow the user to specify the path to a document which they wish to insert in the template.
NB: This field should only be used with template documents - it is not valid with JOURNAL Templates.
e.g. If a user had stored a small section of a document then; [[$DOCUMENT=*Type Path to document here*]] might become
[[$DOCUMENT=\\your_server\Influence_Docs\Templates\Policy_statement.doc]] 


Insert Image:
This will allow the user to specify the path to an image (*.png, *.jpg) which they wish to insert in the template.
NB: This field should only be used with template documents - it is not valid with JOURNAL Templates
e.g. If a user had stored an image on the server then; [[$IMAGE=*Type Path to document here*]]
might become
[[$IMAGE=\\your_server\Influence_Docs\Images\diagram.jpg]] 


Insert Snippet:
This will allow you to inset the text associated with a code snippet. (Template Snippets [440] ) e.g. If you had added the code GRPL (Green Policy) to code table 440, and assigned some text to this code, then;
[[$SNIPPET=GRPL]]     will insert the text associated with this code into your template or document.

NB: The 'text' associated with the code GRPL can be simple text or can actually contain merge fields as part of the text snippet itself.
Tip: At the bottom of the Journal Template Editor screen is a blue [Snippets] button, which will take you directly into the snippets table where you can add codes or text,

 

 

Insert Text #Section:
This will allow the user to display a specific stanza of text which has been associated with a code.
e.g.  The text associated with the ROLE CODE of SEC (Secretary) might be
#JOBDESC
Secretaries are expected to be smart & presentable.
You must have a pleasant friendly & professional manner.
#CERTIFICATES
All secretaries need
GCSE/O-Level English
GCSE/O-Level mathematics
Basic Typing Skills
Basic Excel
#HSE
Annual RSI testing is required
Free eye tests annually will be provided.

Inserting the field
[[ENID_POSITION$, $TEXT=HSE]] will insert the text from the #HSE section of the text, rather than all of the text.

 

As you can see, adding a $FUNCTION to a merge field allows you to pull-in specific text, or modify how the field is displayed within a template. This is a very powerful facility but can become quite complex as you build these conditional template merge fields using these functions.

 

Additional Reading
To find out more about using Conditional Merge fields with, click HERE.

 

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  1. Graeme Orchard

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