Skip to main content
Skip table of contents

Template Bookmarks

Bookmarks are the system names for different elements in the system. They can be seen as placeholders that represent an element such as fields that will be replaced with data during the merge process.

Access Bookmarks

The bookmarks can be accessed from the bookmarks panel located next to the template content editor. You can access this panel when creating or editing a template.

For details about creating or editing templates, see this article: Templates: Managing Templates.

image-20240328-024027.png

Bookmarks Types

In the templates context, bookmarks represent objects and fields. There are different types of bookmarks:

  1. Single Fields: These fields belong to objects and can be added anywhere on this template.

  2. Grid Fields: Grid Fields are used to sequentially retrieve multiple data records under the same field name within a given object. It consists of an introduction that declares the grid in the object and the data fields within that grid, which can be accessed as bookmarks.

    1. Grid Items : This is the grid that you can insert into the current template. It’s represented by a table-shaped icon.

    2. Grid Field Bookmarks : The grid bookmark refers to the data fields that can retrieve a value within that grid. It must be placed in Grid Items.
      For more information, see this article: Grid Template: How Grids work.

      [Example] Student Object Template

  1. Section Templates: These are templates of type 'Section' that you can insert into a template. They’re pre-made and may be various depends on the object.

  2. Grid Templates: These are templates of type 'Grid' that you can insert into this template. They’re pre-made and may be various depends on the object. For more information about how to create Grid Templates, see this article: Grid Template.

  3. Helpers: General-use bookmarks to customize the content of the template or to format other bookmarks.
    For more detail about Helpers, see this article: Template Helpers.

 

Syntax

Example input

Example output

Single Fields

{{ObjectApiName-FieldApiName}}

{{students-first_name}}

Peter

Grid Fields

{{#each ObjectApiName}}
{{ObjectApiName-FieldApiName}}
{{/each}}

{{#each offer_items}}
{{offer_items-notes}}
{{/each}}

Note of item1
Note of item2
...

Section/Grid
Templates

{{#template TemplateApiName}}

{{#template template_01}}

 

Helpers

{{#HelperName [Argument]}}

{{#pagenumber}}

 

Most of Field-Name matches with each objects column names.
If you're not sure which fields to be used in your template, compare them with tables in each corresponding pages.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.