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- encode={true/false} – If encode is false the template is not encoded after resolving it. The default is true
The encode template parameter is very useful when the template value is a URL. For example, if the template is {svchost}?name={svcps} and svchost has the value http://localhost:8080/, it will get mangled by encoding. Instead use {svchost!encode=false}?name={svcps} and it will not get mangled by encoding.
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It is very useful to use templates with repeat controls. Imagine a long list of medications that appear on the form in a collapsed state. It is helpful if the section labels are not simply a static text such as "Medication" but rather dynamic and indicative of the values entered into the form.
Complex Templates for Workflow Routing and Escalations
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When you are setting up step Assignments or Escalations for workflows, you can assign a user/role template where only part of the text is inside the curly brackets - {}. This is best explained with a simple example using roles for workflow routing. Let's say the roles in your organization are floor-manager, sales-manager and store-manager. Of course, these role names and users assigned these roles must exist in your tenant. Your form has a dropdown control named roles with these options: floor, sales, store. Users select the first part of the role from the dropdown. The suffix -manager is typed in after the role template in the Assignment tab to create the complex template - (floor-manager, sales-manager, store-manager). The workflow step with the complex template assigned will navigate to the appropriate role. A partial match template lookup is available on the Assignment and Escalations tabs to select the complex template from dropdown options. We will assign the {role}-manager on the Assignment tab of a workflow as an example:
The partial lookup works with users/roles and prefixes/suffixes in the users/role names. |
Templatized Selection Controls
When a template refers to a selection control such as a dropdown, radio or checkbox, the selected option label will show in the form/workflow's run-time UI. So, a selection control template used in a message control or the label of another control will display the selected option label. However, when the template is used in form/workflow settings, such as a Form Action, Pending Message, or Doc Action Email, the template will display the option value. In this example we have a dropdown control named "dd" with options a=apples, b=bananas, c=carrots. Another control's label has the template {dd} and the message control also uses the template {dd}.
At run time, the template displays the selected option label in the UI. Notice that the user sees "apples" in both the text control's label and in the message. If Save Value is checked on the message, the value passed will be "You selected apples", retaining the dropdown template's label in the message control's value.
We've also used the template {dd} to name the Form Settings to display a Form Action Message, set the PDF Name, and in the Email subject line.
Each of these uses will return the selection option value for the template. Notice instead of "apples" the template displays "a".
Form Action:
PDF Name:
Email Subject:
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If you need to use the selected option's label in such cases, consider using a business rule like this example to get the option label and set it in a hidden control. Then use the hidden control's template in the form/workflow settings. |
Template Syntax for the Comment Field of Selection Controls
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The commentValue syntax in the template will also work i.e. substitute {Products.commentValue} instead of {Products.comment}. Both properties are supported for templates.
The special syntax that is required is discussed below.
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- To access the value of the selection control comment via the template the syntax is - {|your selection control name.comment}. The commentValue syntax in the template is also suppported i.e.{, |Products.commentValue} instead of {, |Products.comment}.
- To access the value of the selected control options in a repeat the syntax is - {the separator |your selection control name} - curly brace - the separator - space - pipe - your selection control name - curly brace.
- To access the value of the selected control comment fields in a repeat the syntax is - {the separator |your selection control name.comment} - curly brace - the separator - space - pipe - your selection control name.comment - curly brace.
Template Validation
Template references used in will be automatically validated when:
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Any templatized property that references a value to be supplied by _data (either the uploaded _data file or the _data url parameter) that is not also a control name will result in a non-fatal validation error. In this situation, the designer can either ignore the error or, if the validation is for a form/flow or flow step property that prevents saving the properties, add a hidden control of the same name so that validation passes. |
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