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Templates are like variables in your form that will be replaced with the actual values users enter into the form during use. Templates make your form feel more interactive and are useful in summarizing information in collapsed section controls. Templates can be used in the form designer in the following control properties:
  • Labels
  • Hints
  • Help
  • Error Msg

Templates can also be used in:

  • Business Rules
  • Form Actions
  • Doc Actions
  • Display Messages
  • Email Action
  • Form Url Parameters _data

Refer to the following chapters for related information:

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Templatized String Syntax

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As a user begins entering values into the form fields, the templates will immediately begin appearing, and the user will see:

Templatized String Parameters

Templates support parameters. The syntax is {<control name>=<default value>!<parameter>}. The supported parameters areparameter is:

  • 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 {svchostencodesvchost!encode=false}?name={svcps} and it will not get mangled by encoding.  

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The syntax also allows for a an optional separator. If you would like to get the list of phone number items separated by ", " (comma and space), use the following template: {, |Phone}. Other examples are {|Phone}, {,|Phone}, { |Phone}. The 1st template lists all the entered phone numbers with no separator. The 2nd uses a comma and the 3rd a space. If you used these three in a form's Doc Action Display Message and two phone numbers were entered 203.208.3117 and 203.208.3118 you would see this output for those three templates:

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