A
- Applicative Fields:
- Definition: Salesforce fields that populate data on generated output.
- Usage: These fields seamlessly integrate with Salesforce, pulling relevant data into the generated documents.
D
- Data-Tag:
- Definition: A tagged field, applicable to any field type, post-tagging process.
- Usage: Data-tags ensure fields are recognized and processed correctly, constituting a vital component of document generation.
- Types:
- Script Tag – Recognized as a ‘S’
- Group Table Tag – Recognized as a red ‘G’
- Container Tag – Recognized as a ‘C’
- Chart Tag – Recognized as a chart icon.
- Table Tag – Recognized as a blue ‘T’
- Table Block – Recognized as a blue ‘B’
F
- Form:
- Definition: A template used to generate output based on designed data, logic, and views.
- Usage: Forms serve as blueprints for creating documents, facilitating the structured presentation of information.
I
- Interactive Fields:
- Definition: Fields that interact with and capture data from recipients.
- Types:
- Salesforce Interactive Fields: Directly linked to Salesforce, storing recipient-entered data.
- Docomotion Interactive Collection: Ad-hoc collection of fields for non-Salesforce-related data.
S
- Segment:
- Definition: Segments are subforms where are acting as reusable content to be placed in multiple forms.
- Usage: Segments can be used as linked content, or unlinked content.