Inserting Blank Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Placeholders/Inserting-Placeholders/Inserting-Blank-Placeholders - 2024-03-25

Document Composition
Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

Blank Placeholders are unconfigured upon creation and are listed under Unconfigured in the Placeholder pane. Unconfigured Placeholders are placed on every document that uses the specified template. For testing purposes, Unconfigured Placeholders can be set to a default value.

To insert a new blank Placeholder into a template:

  1. Place the cursor where the Placeholder should be inserted.
  2. On the Template Builder ribbon, click Insert Blank.
  3. The New Placeholder dialog box is displayed. Type a name for the placeholder in the Name field, and click Create.

    Note the following:

    • This field is limited to 80 characters.

    • Each placeholder name within the same template must be unique.

    • The following characters should not be used in the name of a placeholder that is used in a SQL query: & (ampersand), " " (quotation marks), ' ' (single quotes), < > (carats). When a Placeholder name contains any of these characters and is used in a SQL query, no data is returned for that query.

  4. The Unconfigured Placeholder is inserted into the template as:
    {[Placeholder Name]}
  5. The Placeholder Settings pane is displayed.
  6. To change the name of the Placeholder, click Change and type a new name in the Placeholder Name dialog box.
  7. To set a default value for the Placeholder, type the value in the Default Value field.
    Note:

    Unconfigured Placeholders with a Default Value should only be used for testing.

  8. Click Save Template.