Installation guide

Zetadocs for NAV Installation Guide
This edition 5
th
December 2012 © Copyright Equisys plc 2012 All trademarks acknowledged All rights
reserved
Page 102
Dynamic Fields
Dynamic Fields are name/value pairs that can be used to pass any information to Zetadocs. The format of
the command is:
%%[field: <name>, <value>]
For Example:
%%[field: salutation, Mr.]
By using this in conjunction with a Zetadocs Templates you can personalize the message as follows.
%%[field: salutation, Mr.]
%%[field:name, McCarthy]
%%[field: company, Widgets Inc.]
%%[field: quote_number, 1234]
%%[field: myname, Sam]
Document Template
When merged to a document template containing the following text:
Dear %%[salutation] %%[name]
I'm pleased to attach your quotation as discussed along with our conditions of sale and product brochure.
Our quotation number for your reference is %%[quote_number], please include this on your sales order.
Regards,
%%[myname]
Expected Output
Zetadocs creates the following email message body:
Dear Mr. McCarthy
I'm pleased to attach your quotation as discussed along with our conditions of sale and product brochure.
Our quotation number for your reference is 1234, please include this on your sales order.
Regards,
Sam
Archiving Metadata
It is also possible to archive any of the dynamic fields as metadata. To do this the embedded command
should include the ARCHIVE flag at the end. Here is the format:
%%[field: <name>, <value>, ARCHIVE]
For Example:
%%[field: Postcode, N7 0JE , ARCHIVE]
Whether the dynamic field is used in personalizing the message or not its value name pair will be passed to
the SharePoint archive as a content type column.
There are a couple of things to note about this. If the column name does not exist already in SharePoint it
will need to be created as a column of the content type Zetadocs or of a content type that is a sub type of
the Zetadocs content type, this needs to be done in SharePoint in advance.
Zetadocs documents default to using a Zetadocs content type. If you have specified an Archive Document
Type then the content type must be a child type of the Zetadocs content type. NOTE: It is essential that the
SharePoint columns and content types are created before archiving a document and that it is well tested
before roll out.