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Advanced Mode Examples

Tags

Object fields

Object tags (can be found in the template tags section of the admin console)

Standard fields output

Account Summary: {{SUMMARY}}

AC_UD1_ID: {{AC_UD1_ID}}

AC_UD1_BIT: {{AC_UD1_BIT}}

AC_UD1: {{AC_UD1}}

Primary Contact (including a link to it using a hyperlink) : {{ACC_ID_SALES>>CONTACT:SUMMARY}} - {{ACC_ID_SALES>>CONTACT:SUMMARY}}

Fields, including the field label


{{AC_UD1_NUMERIC.hdr}}: {{AC_UD1_NUMERIC}}

Paragraph output


AC_UD1_ID Paragraph: {{AC_UD1_ID.para}}

Output current date

Current Date: {{--DATE--}}

Table output

List tags – returns a list of items with no header, where ‘AccountContacts’ is the layout file name from the ‘layouts’ folder of Gold-Vision program files folder.

{{AC_ID>>l~AccountContacts:SUMMARY}} {{AC_ID>>l~AccountContacts:JOBTITLE}} {{AC_ID>>l~AccountContacts:ACC_PREF_EMAIL}}

Table with headers from the object labels

{{AC_ID>>l~AccountContacts:SUMMARY.hdr}} {{AC_ID>>l~AccountContacts:JOBTITLE.hdr}} {{AC_ID>>l~AccountContacts:ACC_PREF_EMAIL.hdr}}
{{AC_ID>>l~AccountContacts:SUMMARY.val}} {{AC_ID>>l~AccountContacts:JOBTITLE.val}} {{AC_ID>>l~AccountContacts:ACC_PREF_EMAIL.val}}

Table with fixed headers

Contact Name Contact Job Contact Email

{{AC_ID>>l~AccountContacts:SUMMARY.val}} - {{AC_ID>>l~AccountContacts:JOBTITLE.val}}
{{AC_ID>>l~AccountContacts:JOBTITLE.val}} {{AC_ID>>l~AccountContacts:ACC_PREF_EMAIL.val}}

Collapsible Tables

Collapsible tables are denoted by <collapse> in the first cell and </collapse> in the last. Any row between these two cells will be removed if none of their child cells contain any text after tag replacement has been performed.

<collapse>    
There are only two rows In this table After replacement
Object Summary: {{SUMMARY}} </collapse>

For example - use collapse tags to remove empty spaces in the address lines:

Images

Images may be inserted using the following format:
Absolute:
[[img:{{AC_UD2}}]]
Relative:
[[img:{{AC_UD1}}]]