Template Word Document

Template Word Document

To create a template file, we use the office word document.

There are 3 types of parameters to use inside the template in order to display data from Cirrus Shield.

  1. Data from the main object:
    • {ObjectName.FieldName} ex: {Lead.Name}
  2. Data from the Lookup objects of the main object:
    • {ObjectName.LookupField.FieldName} ex: {Lead.Owner.Username}
  3. Data from the Related List objects of the main object:
    • To add headers with specific format for the table of the Related List, add a word with a specific format for example as follow:
      {Headers}
    • Select the header name typed above in the document, go to “Insert” tab, press “Bookmark” and add a bookmark in the word document and name it as follow:
      RelatedObjectRelationshipName_Headers (ex: LeadTasks_Headers) in order to set the specific format in the generated template.
    • Select a word in the document (ex: Tasks), go to “Insert” tab, press “Bookmark” and add a bookmark in the word document and name it as follow:
      RelatedObjectRelationshipName (ex: LeadTasks) in order to insert the table generated at this position.
    • Below the selected word, add the field names that need to be displayed as follow:{ObjectName.RelationshipName.FieldName} ex: {RelatedList.Task.LeadTasks.Name}
    • If there is no bookmark added or the bookmark name was not in the right format, the generated table will not be inserted in the generated template.
    • If the Related List object used is not related to the main object, the generated table will not be inserted in the generated template.
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