Placeholders are the identifying codes that allow live data to be pulled from the system for use in generated documents, e-mails, and calculated fields. But not all placeholders work in all three formats, some require different codes for different formats, others require specific conditions for the calculated field.
This section identifies all placeholders for the Claims module, and provides the necessary information to use the placeholders effectively.
Format: Each placeholder is displayed in a grid like the one below.
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Document |
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Field |
Core | |
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Name: The information being accessed by the placeholder. |
Availability | ||||
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•Word Ribbon |
The path to find the placeholder in the Workflow Explorer window when creating a document template. Presented as Group Name / Item Name. When searching in the Field Lookup list, the fields are shown as Item Name (Group Name). | ||||
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The placeholder to use in email templates. | ||||
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•Calculated Field |
The placeholder or XML path for use in calculated fields. | ||||
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•Core Field Code |
When a core system field can be updated through a custom field, it will have a Core Field Code. This code should be entered in the Bind To option for the custom field. | ||||
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Notes: Any notes about using the placeholders. | |||||