If you create custom data elements for Participant Types then these will appear in the merge field list with the prefix "pt_" followed by the participant type and then the field name.
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NOTE: Actionstep makes a COPY of the values in these fields inside the action when you add contacts as action participants. This is to preserve the field value within the action from subsequent changes to the contact record. |
Generating Documents for Specific Parties
If you link a template to a participant type you can generate documents specific to the selected participant. See Actionstep Templates for more details.
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There is no need to use the Record Number (rn=) option in this case since the record is selected by default when you click on the specific party in the list. |
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If you want a generic template that works across all action participants then you can use the option |pt=selected__participant (double underscore) to identify which participant the user clicked on to generate the document. |
Advanced Options
What we have described above is the default behaviour, however there are some advanced options that allow you to specify whether you want the participant custom data to come from the action or the contact record. Furthermore for secondary contact types you can access custom data fields of their primary contact types. This probably sounds confusing so let's explain by way of some examples.
Example 1: Getting the data from the contact record instead of the action
Use the 'source' option with values 'action' (default) or 'contact_record'.
[[pt_Policeman_Badge_Number|source=contact_base]] will get the Badge Number from the contact record rather than the action.
Example 2: Accessing a base participant type field.
Let's say that for the base participant type of "Company" you created a custom participant data field called 'ABN' and you want to include a merge field that shows the ABN for a participant type of "Insurer" which is a secondary participant type derived from "Company".
[[pt_Company_ABN|pt=Insurer]] will get the ABN number from the action participant data.
You can combine the options so if you wanted the ABN from the Insurer's contact record then use
[[pt_Company_ABN|pt=Insurer|source=contact_base|pt=Insurer]]
Troubleshooting
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053611134 |