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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

tc:data

Custom Fields

tc:detail

Use this tag to navigate through custom fields or to retrieve data from a custom field.

x

x

tc:detail

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

 

Filters for Sub-objects and Single Records

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

 

tc:loop

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:

tc:filter

For defining filters:

Defining Filter Pages

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

 

tc:search

Current Date

tc:date

Use this tag to get the current system date.

 

x

tc:date

Current User

tc:user

Use this tag to get information about the current user.

 

x

tc:user

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

tc:file

Conditional Content

tc:conditional

Use this tag to dynamically change the content of the generated document depending on certain conditions.

 

 

tc:conditional

tc:block

Use this tag to group conditional tags together so that more than one condition will trigger the same content to be generated.

 

 

tc:block

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.

 

 

tc:compute

tc:operand

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.

 

 

tc:input