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Placeholders

Placeholders​

Placeholders are report specific which are used to reference data related to the report. Placeholders are used in the subject, body and file name of the email template.

Placeholders are enclosed in @ symbols. e.g. @InvoiceId@ To view placeholders:

  • Navigate to EasyDox > Common > EasyDox Placeholders
  • If there are no placeholders listed, then select Initialize placeholders to populate the placeholders available. You can keep initializing this form with every update of EasyDox to view the latest placeholders.

Metatags​

The placeholder list also describes if the placeholder is an entity (or a metatag) by the checkbox in the field Is entity

Metatags go much deeper by using data entities. The data entity will be exposed via the data entities specified in the placeholder name.

To use metatags, enclose the entity name & the field in the entity in @ symbols. e.g. @SalesInvoiceHeaderEntity.AccountNumber@

SalesInvoiceHeaderEntity defines the metatag placeholder. The description will display the entity being used under this. e.g. SalesInvoiceHeaderV2Entity AccountNumber defines the field in the entity.

This allows you to use your own custom fields in the entity without any modifications to EasyDox