Add customized variables in a document template

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Customize variables at a record producer level, and call out those variables in the HTML document template that you are configuring.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Open a record producer and fill in the required fields.
      Add the variables that you want to use in the Variables list.
      Figura 1. Example: Variable list in a record producer
      Variables in a record producer
    2. Open an HTML document template that has the same table selected as the record producer.
      Call out the customized variables in the HTML template body by typing in the variable in this format, for example, $ {variables.start_date).
      Nota:
      start_date refers to the exact Name of the variable in the Variables list in the record producer.
      Figura 2. Example: Calling customized variables in an HTML document template
      Calling customized variables in an HTML document template

      1 refers to variables from the table selected in the HTML document template.

      2 refers to customized variables from the variable list in the record producer.