EasyDocs provides most, but not all, of the functions of Document Generator. If EasyDocs does not provide the data that you need to populate in the generated document, you may need to create document templates using Document Generator XML tags, as described in About Document Generator.
The following table lists the available XML tags in Document Generator and the equivalent merge field type in EasyDocs.
EasyDocs vs. Document Generator
Type of data to retrieve |
Document Generator tag |
EasyDocs merge field type |
Limitations in EasyDocs |
System field |
tc:data |
Basic merge field or automatically mapped merge field |
|
Custom field |
tc:detail |
Basic merge field |
|
Fields automatically retrieved from a sub-object |
tc:loop |
loop@ |
EasyDocs cannot retrieve a list of categories added to the record (detailList). |
Current date |
tc:date |
Basic merge field, mapped to today's date |
|
Current user |
tc:user |
Basic merge field, mapped to current user |
|
Content from another file |
tc:file |
Basic merge field, mapped to file |
|
Conditional content |
tc:conditional |
if@ |
|
Fields from a related object retrieved automatically without user interaction |
tc:search |
loop@ |
|
Fields from a related object, sub-object, or unrelated object, according to user selection |
tc:filter |
filter@ |
EasyDocs cannot retrieve data from unrelated objects. Example: A drop-down list of contacts that are unrelated to the current record cannot be provided to the end user. |
Text entered by user at the time of document generation |
tc:input |
Basic merge field, mapped to user input |
|
Several text entry fields in one user input screen |
tc:inputForm |
Not available in this version |
|
Conditional content based on multiple conditions |
tc:block, used with tc:conditional |
Not available in this version |
|
Computed numeric value |
tc:compute |
Not available in this version |
|
Static value used for tc:compute calculation |
tc:operand |
Not available in this version |
|
