After you have written the desired text for your document template, you must replace the placeholders you created with the actual Document Generator tags that will retrieve the necessary data.
Document Generator tags can be classified into the following main groups:
•Tags that navigate
Navigating tags help you identify where data should come from by "navigating" through TeamConnect's Object Model.
•Tags that retrieve data
Once you have navigated to the appropriate object in the Object Model using navigation tags, these tags retrieve the data.
The following table summarizes the Document Generator tags that must be used depending on the type of data you would like to include in the generated document.
Document Generator Tags
To retrieve data from |
Use these tags |
Used to navigate |
Used to retrieve data |
Where to learn more |
System Fields |
tc:data Use this tag to navigate through system fields or to retrieve data from a system field. |
x |
x |
|
Custom Fields |
tc:detail Use this tag to navigate through custom fields or to retrieve data from a custom field. |
x |
x |
|
Sub-objects (user-selected) |
tc:filter Use this tag to navigate to sub-objects which are selected by the user, from which to retrieve data. For example, use this tag to identify an address selected by the user to be included in a document. Note: You need to define the filter in the header section. You will learn about the header section later. |
x |
|
|
Sub-objects (non user-selected) |
tc:loop Use this tag to navigate to sub-objects. For example, the list of assignees for a project is a sub-object. When you use this tag, the selection of data retrieved is predefined in the template, so the data is identified automatically without intervention by the user. |
x |
|
|
Related Objects (user-selected) |
tc:filter Use this tag to navigate to related objects when you want the user to have the ability to select a related object from which to retrieve data. For example, use this tag to let the user select which Involved of a project to include in a document. Note: You will need to define the filter in the header section. You will learn about the header section later. |
x |
|
For referencing a filter in the content of the document template: For defining filters: |
Related Objects (non user- selected) |
tc:search Use this tag to navigate to related objects. For example, if the main object is a custom object, use it to navigate to the Involveds or child objects of the custom object. When you use this tag, the data is identified automatically without intervention by the user because the selection of data retrieved is predefined by you in the template. |
x |
|
|
Current Date |
tc:date Use this tag to get the current system date. |
|
x |
|
Current User |
tc:user Use this tag to get information about the current user. |
|
x |
|
XML Files |
tc:file Use this tag to import content from a different file into the generated document. You can use this tag to include content only under certain circumstances by using it with the tc:conditional tag. |
|
x |
|
Conditional Content |
tc:conditional Use this tag to dynamically change the content of the generated document depending on certain conditions. |
|
|
|
tc:block Use this tag to group conditional tags together so that more than one condition will trigger the same content to be generated. |
|
|
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Calculating Two Numerical Values |
tc:compute and tc:operand Use this tag to make a calculation using two number fields or a number field and a value that you provide in the template. |
|
|
|
End-User Input |
tc:input Use this tag to include text that is entered by a user in an input page. Note: You will need to define the input page in the header section of the document template. You will learn about the header section later. |
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