If you need to include fields from sub-objects or related objects in the document template, and you do not want the user generating the document to select them from a list, then use loop@ in your merge field codes in the RTF file.
Note: For users of Document Generator, loop@ corresponds to the Document Generator tag tc:loop for sub-objects and tc:search for related objects.
The Data Mapping tool provides you with additional options for filtering the available sub-objects or related objects. For example, you may want to get the business address, not just any address listed for the contact. See Locating the Data Mapping Tool for more information.
In some cases, even with criteria that you specified, multiple sub-objects or related objects may be found. For example, a contact may have more than one business address. In this case, data from all of them will be listed in the generated document.
For details about how to perform mapping, see loop@ Merge Field Mapping.
Related and Sub-objects Available Through filter@ or loop@
Main object for which document template is defined |
Related objects/Sub-objects |
Object attribute in the Object Navigator |
Any object (Contact, Matter, and so on) |
History |
historyList-> |
Project (such as Matters) |
Assignees |
assigneeList-> |
Project relations (where related project is on left side of relationship) |
leftRelationList-> |
|
Project relations (where related project is on right side of relationship) |
rightRelationList-> |
|
Involved |
involvedList-> |
|
Child or embedded projects |
childList-> |
|
Tasks |
taskList-> |
|
Appointments |
appointmentList-> |
|
Accounts (budgets) |
accountList-> |
|
Expenses |
expenseList-> |
|
Contact |
Addresses |
addressList-> |
Phone numbers |
phoneList-> |
|
Email addresses |
emailList-> |
|
Internet addresses |
inetAddressList-> |
|
Fax numbers |
faxList-> |
|
Territories |
territoryList-> |
|
Rates |
rateList-> |
|
Skills |
skillList-> |
|
Contact relations (where related contact is on the left side of relationship) |
leftRelationList-> |
|
Contact relations (where related contact is on the right side of relationship) |
rightRelationList-> |
|
Invoice |
Line items |
lineItemList-> |
