The tc:detail tag retrieves data from a TeamConnect custom field. You can use tc:detail to retrieve custom field values from the currently selected record, or you can nest it, thereby "navigating" to retrieve values from objects that you specify.
Keep the following points in mind when working with this tag:
•To retrieve custom fields of related objects, nest the tc:detail tag within the tc:search or tc:filter tag (for details, see tc:search or tc:filter).
•To retrieve custom fields from a system or custom object to which a custom field links, nest the tc:detail tag within the tc:data tag (for details, see Nesting to Navigate).
•The tc:detail tag uses the same attributes as the tc:data tag for formatting the data retrieved by the tag. See the Optional Tag Attributes for tc:data and tc:detail table for a list of additional attributes.
The following table provides a description of the required attribute of tc:detail.
Required tc:detail Tag Attribute
Tag attribute |
Attribute value |
Description |
select |
"CategoryTreePosition/FieldName" |
Specify the full category tree position and the field name of the custom field from which TeamConnect will retrieve data. The full category tree position includes the unique code of the object (the root) and the tree position of each category in the tree, separated by underscores ( _ ). |
Example: |
<tc:detail select="CLAM_AUTO/Personal Injury" /> |
In the previous example, Personal Injury is a custom field found in a Claim record in the category Auto. Since this custom field is a check-box, the label of the check-box is the data extracted and inserted into the generated document if the check-box is checked. Additional categories on the same level are other types of claims, for example, General Liability and Home.
In this example, CLAM is the unique code of the custom object Claim. If you are referencing a custom field in the top node (root) of a custom object's category tree, the tree position of the custom field is the unique code of the object.
The options in the resulting drop-down list in Document Generator appear to the end user as follows:
Custom Field Display Formats
By default, data retrieved from each type of custom field appears in a particular format in the generated document. However, you can modify the way certain data types appear using the tag attributes in the Optional Tag Attributes for tc:data and tc:detail table.
The following table indicates how each type of data will be displayed by default.
Custom Field Display Formats in Generated Document
Custom field type |
Display format of values in generated document |
Text |
Exact data entered in field. |
Number |
Exact data entered in field. |
Date |
MM/dd/yyyy |
Check-Box |
For true, the custom field label. For false, blank. |
Memo Text |
Exact data entered in field. |
Custom Object |
The title of the custom object record. The exact format depends on the Automatic Numbering Pattern defined in the custom object definition. This pattern may be any of the following: •Name only •Number only •Name - Number •Number - Name |
Involved |
The full name of the contact who is the involved, in the following format: Name, FirstName |
List |
The name of the lookup table item. |
