Working with text

For more information on text, including explanations of data dictionary elements and placeholders, see Story: Creating text and images.

Creating text

  1. Open the Manage Assets UI. To open the sample Manage Assets UI provided in the solution template, go to the sample portal at http://<server>:<port>/cmsa and log in using hdouglas as your user name and password as your password. Then click Manage Assets.

  2. Click New > Text.

  3. In the Name box, type a unique name for the text asset. No asset (text, image, condition, or list) in any state (active, inactive, or archive) should exist with the same name.

  4. In the Description box, type a description of the asset.

  5. In the Data Dictionary list, select the data dictionary to map to. This enables you to add references to data dictionary elements in the text asset.

  6. Select a category and subcategory for the text asset.

  7. In the Comment box, enter an optional comment. If you are editing an existing asset, you can use this box to indicate the reason for the edit.

  8. In the edit area at the bottom of the Text Editor window, enter the text.

    • To format the text, use the formatting toolbar.

    • To add an data dictionary element in the text, select the Choose a Data Element option, select a data element from the list, and click Insert. If you select the Protected checkbox, the data dictionary element will be read-only and it will not be shown on the Letter Template Editor’s Data Map tab.

    • To add a data dictionary data type in the text, select the Select a Data Type option, select the data type from the list (such as boolean, date, number or string) and click Insert.

    • To add a placeholder, select the Type a Placeholder Name option, type the name of placeholder in the box, and click Insert.

  9. Click Save, or click Save and New if you want to create another text asset.

Styling Text

The Correspondence Management Solution Accelerator allows the authoring of text using the Text Editor user interface. The Text Editor allows formatting of text styles such as bold, italics and indentation. The Text Editor also allows you to insert repeated content which is used with collection elements within a paragraph or within bullets and lists.

The <*>, <#>, and {<repeat>repeatable content</repeat>} notations are used to indicate ordered, unordered and repeatable content. The number of characters, specifically the * and # characters, specify the depth of the indentation. The following table details how to use these paragraph styles using the Text Editor.

Style

Authoring Syntax

Runtime View

Bullet

<*> This is bulleted item 1

<*> This is bulleted item 2

<**> This is a nested bulleted item

• This is bulleted item 1

• This is bulleted item 2

• This is a nested bulleted item

Numbered List (Standard)

<#, 1> This is numbered item 1

<#> This is numbered item 2

<##, *1> This is compound numbered item

1. This is numbered item 1

2. This is numbered item 2

2.1 This is a compound numbered item

Numbered List (mixed numeric and alphanumeric

<#, 1> This is numbered item 1

<#> This is numbered item 2

<##, a> This is nested alphanumeric item

1. This is numbered item 1

2. This is numbered item 2

a. This is nested alphanumeric item

Numbered List (mixed numeric and alphanumeric

<#, 1> This is numbered item 1

<#> This is numbered item 2

<##, *a> This is nested alphanumeric item

1. This is numbered item 1

2. This is numbered item 2

2.a This is nested alphanumeric item

Numbered List (Roman upper and lower case)

<#,I> This is numbered item 1

<#> This is numbered item 2

<##, *i> This is a compound numbered item

I. This is numbered item 1

II. This is numbered item 2

II.i This is a compound numbered item

Repeatable Items

List of accounts: {<repeat><*> {^DD_person_accNumber^} of type {^DD_person_accType^}</repeat>}

List of accounts:

• AC-1278 of type Savings

• AC-1457 of type Current

• AC-9823 of type Recurring

Repeatable item with separator

Names : {<repeat separator=",">[ChildFirstName] [ChildLastName] </repeat>}

Names: Kevin Dawson, Stuart Dawson, Helen Dawson

Repeatable items on separate lines

{<repeat><*> {dd_name_firstname} </repeat>}

•Kevin

•Stuart

•Helen

Repeatable primitive collection data dictionary element

<repeat><*> {^dd_name_nickname^} </repeat>

•Dianne

•Dan

•Di

Repeatable composite collection data dictionary element without the <repeat> tag

<*> {^dd_name_nickname^}

•Dianne, Dan, Di