Current Transaction Limit Information

 

Document

E-mail

Field

Limit Premium Type Name

ü

ü

û

    Word Ribbon

Limit Information / Limit Premium Type

    E-mail

[[Limit_PremiumType]]

Notes:  Use repeaters.

 

 

Document

E-mail

Field

Limit Description

ü

ü

ü

    Word Ribbon

Limit Information / Limit Description

    E-mail

[[Limit_Description]]

    Calculated Field

[[LimitList/Limit[PremiumType='#']/Description]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type ID.

 

 

Document

E-mail

Field

Limit Type

ü

ü

ü

    Word Ribbon

Limit Information / Limit Type

    E-mail

[[Limit_LimitType]]

    Calculated Field

[[LimitList/Limit[PremiumType='#']/LimitType]]

Notes:  Use repeaters for documents and e-mails.  This returns the full limit type name.

For calculated fields, values must be called individually by premium type ID.  This returns an abbreviated version of the limit type name.

 

 

Document

E-mail

Field

Limit Amount

ü

ü

ü

    Word Ribbon

Limit Information / Limit Amount

    E-mail

[[Limit_Amount]]

    Calculated Field

[[LimitList/Limit[PremiumType='#']/Amount]]

[[LimitList/Limit[PremiumType='#' and Description='description']/Amount]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type ID.

If more than  one limit exists for any premium type, a second qualifier must be used to locate individual values.  Unique Descriptions should be assigned to each limit, which can then be isolated using the Description='description' condition.

 

 

Document

E-mail

Field

Limit Currency

ü

ü

ü

    Word Ribbon

N/A

    E-mail

[[Limit_Currency]]

    Calculated Field

[[LimitList/Limit[PremiumType='#']/Currency]]

Notes:  Use repeaters for documents and e-mails.

For use in generated documents, insert a different placeholder, press Alt+F9 to view the code, update the code to read { MERGEFIELD Limit_Currency }, right-click in the placeholder and select Update Field, the press Alt+F9 to return to normal.

For calculated fields, values must be called individually by premium type ID.