Show Tag Details

 

Information for template fields can be supplied by using options available from the Show Tab button lists.  They allow the application to insert information based on the tag that is used.

 

Permissions are required to work in the Setup.

 

The options for the Show Tag buttons are listed below.  The options that are available will depend on the field type.  For example, a Date/Time field will have the Today() function to automatically insert today's date, but a Number field will not.

 

Function

Description

 

 

AddDays(n)

Adds n days to the current date.  If today is January 1, AddDays(5) will insert January 6 as the date.

AddHours(n)

Adds n hours to the current time.  If it is 11 A.M., AddHours(2) will insert 1 P.M. as the time.

AddMinutes(n)

Adds n minutes to the current time.  If it is 11:15 A.M., AddMinutes(15) will insert 11:30 A.M. as the time.

AddMonths(n)

Adds n months to the current date.  If it is January, AddMonths(2) will insert March as the month.

AddYears(n)

Adds n years to the current year.  If it is 2008, AddYears(1) will insert 2009 as the year.

Delete()

  • In a template, use this in fields that are Required but you do not want to or have any information to enter into the field in the template.  

  • When cloning a record, it removes any information from that field in the old record so the field is empty for the new record.

HomePhone()

Inserts a phone number for the logged in user.

Left(n)

Shows n characters on the left hand side of any text including symbols and spaces.  Left(9) of "This is the text." becomes "This is t"

Len(str)

Shows the number of characters in the text, including symbols and spaces.  So "This is the text." becomes 17

Now()

Inserts the current time as set on the computer the user is working on.

OrganizationName()

Inserts the name of your organization from the Setup.

Right(n)

Shows n characters on the right hand side of any text.  Right(9) of "This is the text." becomes "the text."

Today()

Inserts today's date as set on the computer the user is working on.

Tomorrow()

Inserts the date for tomorrow.

UserEmail()

Inserts the email address of the logged in user from the User Properties in the Setup.

UserName()

Inserts the username of the logged in user from the User Properties in the Setup.

Value(str)

Converts numeric characters entered in a text field into numbers.  For example, "5" as text becomes 5 the number.

WorkPhone()

Inserts a phone number for the logged in user.

 

See Also

Create a Template

Templating Overview

 

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