Tags Used in Templates - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Agenda-Tag-Templates/Template-Tags/Tags-Used-in-Templates - 2022-08-18

End of formatting. This tag is placed below the formatting tables, but above the document content. It marks the end of the formatting. During document compilation, both the tag and the content above it is removed.

Meeting body. This tag is placed where you want the meeting outline placed in the document. When placing the <meeting_body> tag, you must adhere to the following rules:

• Do not place the tag in the header or footer of the template.

• This tag must be placed in a paragraph by itself.

• This tag cannot be placed in a table by itself. Doing so makes the compiled file unusable.

• If this tag is omitted, the outline is placed at the bottom of the document.

• Do not place the <meeting_body> tag above the <end_formatting> tag. Doing so will cause content to be missing from the compiled document.

Meeting type. Place this tag where you want the type of meeting to display. Examples include Council Meeting or Board Meeting.

Meeting name. Place this tag where you want the name of the meeting to display. Examples include Monthly Board Meeting or Traffic Council Meeting.

Meeting date. Place this tag where you want the meeting date to display. You can add a formatting option to the date so it displays in the format you want. To change the formatting, add the string character you want after the tag. For example, the <meeting_date format="dddd, MMMM d, yyyy"> tag produces Monday, January 1, 2014. There are several standard and custom string character options for the meeting date. These can be found at h ttp://msdn.microsoft.com/en-us/library/8kb3ddd4(v=vs.110).aspx.

Meeting time. Displays the time the meeting is to take place. You can add a formatting option to the time so it displays in the format you want. To change the formatting, add the string character you want after the tag. For example, the <meeting_time format="h:mm tt"> tag produces 1:30 PM. There are several standard and custom string character options for the meeting time. These can be found at h ttp://msdn.microsoft.com/en-us/library/8kb3ddd4(v=vs.110).aspx.

Meeting location. Displays the location of the meeting.

Next meeting. This wrapper tag is used to wrap the text for the entire next meeting section of the document. Any tags are displayed in this section only if a meeting type is found for the meeting being compiled. If no meeting type is found, the tags and content inside the wrapper are removed from the generated document.

Next Meeting Name. This tag is replaced with the name of the next meeting in a generated document if one is found. The tag is removed if a next meeting is not found.

Next Meeting Type. This tag is replaced with the next meeting type in a generated document if one is found. The tag is removed if a next meeting is not found.

Next Meeting Date. This tag is replaced with the date of the next meeting in a generated document if one is found. The tag is removed if a next meeting is not found. This tag also accepts format attributes allowing the date to be formatted.

Next Meeting Time. This tag is replaced with the time of the next meeting in a generated document if one is found. The tag is removed if a next meeting is not found. This tag also accepts format attributes allowing the time to be formatted.

Next Meeting Location. This tag is replaced with the location of the next meeting in a generated document if one is found. The tag is removed if a next meeting is not found.

Item Outline Characters. Use this tag when the outline characters need to be displayed for the logical flow of the document. This is used in the table formatting section of the template. For example, there are two items to display, items 1. and 2.

In the template, it is configured as:

In the document, it displays as:

1. item caption 2. item caption

Caption/title of an item or section. Use this tag when you want to display the caption or title of an item or section. This is used in the table formatting section of the template. For example, there are two items, "First item to discuss" and "Second item to discuss."

In the template, it is configured as:

In the document, it displays as:

1. First item to discuss

2. Second item to discuss

Value of the field. This tag is used when you want to display the text field value of an item or section. Items to note about field tags include:

• They must always have a # in front of it to indicate that it is a field tag.

• The< or > symbols must not be in a field name.

• The field tag name cannot end or start with a space.

• If the field value contains the field tag, the < and > characters are replaced with ( and )respectively for the value. For example, if you have a field named Cost and the value is $1,000 <#Cost>, the resulting text displays $1,000 (#Cost).

In our example, the FiscalImpact field is used to show an impact of $40,000 for the first item and $10,000 for the second item.

In the template, it is configured as:

In the document, it displays as:

1. First item to discuss that will cost $40,000 .

2. Second item to discuss that will cost $10,000 .

If the field name tag value is empty, the following rules are put into place:

• If the tag is in the middle of text, then the tag and either the space after or before is removed.

• If the tag is on a line by itself, the entire line is removed.

• If the tag is in a table cell by itself, then the cell is left empty.

• If the tag is in a table row by itself, then the entire row is removed, as well as any empty rows that are in proximity to the tag.

• If the tag removal results in an empty table, then the table and any empty paragraphs are removed.

Exclude Closed Session Information. Use this tag to exclude information from the document compilation that is for a closed session only. Add this tag anywhere above the <end_formatting> tag. Add either “sections” or “items” to the tag to specify the areas of the template to be excluded.

If you want to exclude an area, configure the tag with:

• To exclude an item: <closed_session exclude=”item”>

• To exclude a section: <closed_session exclude="session">

• To exclude both: <closed_session exclude="sections","item"> or <closed_session exclude="item","sections">

This tag is used to control template output only. It is not replaced by any text in the document.

Minutes text for an item or section. This tag is used when a minute is recorded for an item or section.

In the template, it is configured as:

In the document it displays as:

Action text for an item or section. This tag is used when a minute is recorded for an item or section.

In the template, it is configured as:

In the document is displays as:

Text of motion. This tag is used to display the text of a motion. The text is displayed below it's respective item or section. In our example, the motion text is "Motion to create committee."

In the template, it is configured as:

In the document, it displays as:

1. First item to discuss that will cost $40,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee

2. Second item to discuss that will cost $10,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee

Type of motion. This tag is used to display the type of motion. It is displayed below it's respective item or section. In our example, the motion text for each motion is "approve."

In the template, it is configured as:

In the document, it displays as:

1. First item to discuss that will cost $40,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

2. Second item to discuss that will cost $10,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Attendee who made the motion. This tag is used to display the name of the attendee who made a motion. You can add formatting values to this tag to customize how the name displays. The formatting options include:

• [title]. Displays the attendee's title.

• [firstname]. Displays the attendee's first name.

• [lastname]. Displays the attendee's last name.

• [fullname]. Displays the full name of the attendee, including the middle name if available.

In our example, Dr. Bob Smith made the motion.

In the template, it is configured as:

In the document, it displays as:

1. First item to discuss that will cost $40,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Made by Dr. Bob Smith

2. Second item to discuss that will cost $10,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Made by Dr. Bob Smith

Attendee who seconded the motion. This tag is used to display the name of the attendee who seconded a motion. You can add formatting values to this tag to customize how the name displays. The formatting options include:

• [title]. Displays the attendee's title.

• [firstname]. Displays the attendee's first name.

• [lastname]. Displays the attendee's last name.

• [fullname]. Displays the full name of the attendee, including the middle name if available.

In our example, Jane Jones seconded the motion.

In the template, it is configured as:

In the document, it displays as:

1. First item to discuss that will cost $40,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Made by Dr. Bob Smith

Seconded by Jane Jones

2. Second item to discuss that will cost $10,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Made by Dr. Bob Smith

Seconded by Jane Jones

Removes text when a motion does not have a seconder. This wrapper tag is used to remove any mention of a seconder when a seconder for a motion does not exist.

In our example, the second motion does not have a seconder.

In the template it is configured as:

In the document, it displays as:

1. First item to discuss that will cost $40,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Made by Dr. Bob Smith

Seconded by Jane Jones

2. Second item to discuss that will cost $10,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Made by Dr. Bob Smith

Status of a motion. This tag is used to display the status of the motion belove it's respective item or section.

In our example, the first motion passes and the second motion fails.

In the template, it is configured as:

In the document, it displays as:

1. First item to discuss that will cost $40,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Made by Dr. Bob Smith

Seconded by Jane Jones

Result: Passed

2. Second item to discuss that will cost $10,000

Minutes: create a committee to discuss feasibility

Motion: Motion to create committee is Approved

Made by Dr. Bob Smith

Result: Failed

There are several voting tags that can be used to display counts of each vote type for a motion. Each count is displayed below their respective item or section. The voting tags that display counts include:

• <forcount>. Count of attendees who vote in the affirmative.

• <againstcount>. Count of attendees who vote in the negative.

• <abstaincount>. Count of attendees who abstain from voting.

• <recusedcount>. Count of attendees who recuse themselves from voting.

• <absentcount>. Count of attendees who are absent from the vote.

In our example, there are 5 votes to the affirmative, 2 votes against, 1 attendee abstaining from the vote, 2 attendees recusing themselves and 1 attendee absent from the vote.

In the template, it is configured as:

In the document, it displays as:Votes for: 5 Votes against: 2 Votes abstain: 1 Votes recused: 2 Votes absent: 1

You can add formatting values to this tag to customize how the name displays. The formatting options include:

• [title]. Displays the attendee's title.

• [firstname]. Displays the attendee's first name.

• [lastname]. Displays the attendee's last name.

• [fullname]. Displays the full name of the attendee, including the middle name if available.

In the template, it is configured as:

In the document, it displays as:

Votes for: 5: Mayor Brown, Councilman Green, Councilwoman Black, Councilman White, Councilwoman Red

Votes against: 2: Mary Blue, John White

Votes abstain: 1: Jane Green

Votes recused: 2: Jones, Smith

Votes absent: 1: Mary A. White

These wrapper tags wrap around text that is removed when there are no votes that match up with the tag.

Voting text tags include the following:

• <for_text>. Removes text when there is no vote in the affirmative.

• <against_text>. Removes text when there is no vote in the negative.

• <abstain_text>. Removes text when no one abstains from voting.

• <recused_text>. Removes text when no one recuses themselves from voting.

• <absent_text>. Removes text when no one is absent from the vote.

In our example, let's say that no one was absent from the vote, so that value is set to 0. The Voting Text Tag removes the Votes absent heading from the document.

In the template, it is configured as:

In the document, it displays as:

Votes for: 5: Mayor Brown, Councilman Green, Councilwoman Black, Councilman White, Councilwoman Red

Votes against: 2: Mary Blue, John White

Votes abstain: 1: Jane Green

Votes recused: 2: Jones, Smith

This wrapper tag is used to wrap around text that is removed when at least one attendee is absent for a vote.

In our example, we have 5 votes to the affirmative, 4 votes against, 0 attendees abstaining from voting, 0 attendees recusing from voting and 0 absent attendees.

In the template, it is configured as:

In the document, it displays as:

Votes for: 5: Mayor Brown, Councilman Green, Councilwoman Black, Councilman White, Councilwoman Red

Votes against: 4: Mary Blue, John White, Alice Yellow, Joe Black

All council members were present

These wrapper tags are used to wrap around text that displays when all votes are either for or against a motion. This tag excludes any absent and recused votes.

In the template, it is configured as:

Depending on how the vote went, you will see wither of the following:

For: 5 Against: 0 Abstain: 0 Absent: 0 Recused: 0

The decision was Unanimous For

For: 0 Against: 5 Abastin: 0 Absent: 0 Recused: 0

The decision was Unanimous Against

This wrapper tag is used to wrap around test that displays when the votes for a motion are divided. Essentially, this tag displays when the vote is neither unanimous for or unanimous against.

In the template, it is configured as:

In the document, it displays as:

For: 3 Against: 2 Abstain: 0 Absent: 0 Recused: 0

The decision was divided