Inserting Data

This page shows how to print single values from the quote data: a customer name, a selected robot, a request field or a BoM total. To repeat content for every product, see Repeating Content.

Simple values

Write d. followed by the name of the field:

Dear {d.name},
Thank you for your interest. Please find quote {d.id} below.

Result

Dear Jane Doe,
Thank you for your interest. Please find quote 2586 below.

Nested values

Use a dot to go one level deeper:

Your contact: {d.user.name} ({d.user.email})

Result

Your contact: Alex Seller (alex@yourcompany.com)

Items in a list

Lists are numbered from zero. [0] is the first item, [1] the second, and so on.

{d.form_submissions[0].form.name}
{d.form_submissions[0].form.data.elements[1].label}
{d.form_submissions[0].form.bom.tables[0].label}

Result

Migatronic CoWelder V2
Robot
CoWelder Quote

To get the last item of a list, use [i=-1]. [i=-2] returns the second to last:

Last element in the form: {d.form_submissions[0].form.data.elements[i=-1].label}

Result

Last element in the form: Quote Specification

Searching a list

Positions change when you edit a form or BoM, so it’s usually better to search for an item by one of its fields. Write the condition in square brackets:

Robot:    {d.form_submissions[0].form.data.elements[label='Robot'].options[0].label}
Warranty: {d.extra_fields[name='Commercial Terms'].fields[slug='warranty'].value}
Discounts table: {d.form_submissions[0].form.bom.tables[label='Discounts'].label}

Result

Robot:    UR12e
Warranty:
Discounts table: Discounts

Rules for searching:

• Put text in single quotes: [label='Robot']. Quotes are required when the text contains spaces, and recommended always.
• Numbers don’t need quotes: [id=51824].
• You can use =, !=, >, <, >= and <=.
• Combine several conditions with a comma. All of them must match: [groupLabel='Software', type='element-without-options'].
• You can search inside nested fields: [productProperties.type='Robot'].
• If more than one item matches, the first match is used.

Search by ID or slug for robust templates

Labels can be renamed and translated. IDs and slugs stay the same, so elements[id=51824] keeps working even if someone renames the Robot element.

More examples with the example quote:

Goal	Tag	Result
Selected power source	{d.form_submissions[0].form.data.elements[groupLabel='PowerSource', type='element-with-options'].options[0].label}	MIG
First option that is a robot product	{d.form_submissions[0].form.data.elements[label='Robot'].options[productProperties.type='Robot'].label}	UR12e
Software discount entered	{d.form_submissions[0].form.data.elements[label='Software discount in %'].value}	50
Price of the delivery line	{d.form_submissions[0].form.data.elements[label='Delivery'].options[0].price}	3761
Total discount from the BoM	{d.form_submissions[0].form.bom.tables[label='Discounts'].groups[0].rows[type='subtotal'].subtotals[field='sales_price'].value}	-78,290.00 kr
Grand total from the BoM	{d.form_submissions[0].form.bom.summary.rows[0].value}	516,551.00 kr

Product properties

Product properties are stored as name/value pairs in productProperties. Read them like any other field:

Type:     {d.form_submissions[0].form.data.elements[label='Robot'].options[0].productProperties.type}
Solution: {d.form_submissions[0].form.data.elements[label='Robot'].options[0].productProperties.solution}

Result

Type:     Robot
Solution: MotionPlus

To list all properties of a product, see Looping over product properties.

Going up a level

Two dots .. go back up one level in the data. This is handy after a search, when you found an item and want a field from its parent:

{d.form_submissions[0].form.data.elements[label='Robot'].options[0]..groupLabel}

Result

Solution

Shortcuts (aliases)

Paths into a configuration can get long. An alias gives a path a short name. Declare it once, anywhere in the template (the declaration is removed from the output), and use it with $:

{#config = d.form_submissions[0]}
{#elements = d.form_submissions[0].form.data.elements}
{#bom = d.form_submissions[0].form.bom}
{#terms = d.extra_fields[name='Commercial Terms']}

Configurator: {$config.form.name}
Robot: {$elements[label='Robot'].options[0].label}
Total: {$bom.summary.rows[0].value}
Payment terms: {$terms.fields[slug='payment'].value}

Note

An alias is a shortcut, not a variable. It doesn’t store a value, it simply stands for the path. An alias can’t point to another alias. To store a calculated value, use set.

Aliases with parameters

An alias can take a parameter, which makes it work like a small function. This is useful when you print many elements in the same way:

{#selected($label) = d.form_submissions[0].form.data.elements[label=$label].options[0]}

Robot:        {$selected('Robot').label}
Welding:      {$selected('Welding method').label}
Training:     {$selected('Training').label}

Result

Robot:        UR12e
Welding:      MIG
Training:     Basic Training Package

Empty values

When a field is empty or doesn’t exist, the tag prints nothing. To print a fallback, use a condition:

Warranty: {d.extra_fields[name='Commercial Terms'].fields[slug='warranty'].value:ifEM():show('To be agreed')}

Result

Warranty: To be agreed

If the value is not empty, it is printed as normal. See Conditions for more.

Current date

{c.now} contains the date and time at which the document is generated:

Printed on {c.now:formatD('DD-MM-YYYY HH:mm')}

Common mistakes

Wrong	Right	Why
{{d.name}}	{d.name}	Tags use single braces.
{d.form_submissions.form.name}	{d.form_submissions[0].form.name}	form_submissions is a list. Pick an item first.
{d.elements[0]options[0].label}	{d.elements[0].options[0].label}	A dot is required after ].
{d.elements[label="Robot"]}	{d.elements[label='Robot']}	Only single quotes are allowed.
{d.first name}	{d.firstName}	Field names can’t contain spaces.