Placeholders are added using double opposing brackets [[...]]. They serve the purpose of indicating where and what information will be automatically added within the defined space from Provet. Available placeholders include standard information such as patient and client information, medicine details, clinic location information, consultation and supervising veterinarian details, as well as date and time information. For a list of available placeholders, see List of Placeholders.
Default informational placeholders are provided, but users can also define custom placeholders within text templates.
Note
Available placeholders depend on the selected template type. For example, invoice placeholders are only available when an invoice can be linked to the template. If no type is selected, no placeholders are available.
To create a text templates, go to Settings > Lists & Templates > Templates > Text Templates. For more information, see Create and Manage Text Templates.
To add a placeholder in a template, start by typing '[['. A list of available placeholders opens. You can filter the list by typing the placeholder level, such as 'patient' or 'client'.
-
To add a placeholder for a text input field in the template, type [[ ]].
-
To add a description to the input field, type it between the double opposing brackets, for example, [[ optional placeholder text ]].
-
To add a placeholder for a larger text input field, type [[+ +]].
-
To add a description to the input field, type it between the double opposing brackets, for example, [[+ optional placeholder text +]]. The description can be, for example, instructions on what information the user should add to the field.
-
To add a placeholder for checkbox selections, type the options separated by a pipe character (|) between the double opposing brackets, for example, [[ option 1 | option 2 | option 3 | ... ]]
-
For single selection options (radio buttons or drop-down list), type the options separated by a forward slash, for example, [[ text for option 1 / text for option 2 / ... ]]. The number of options determines how the selection is displayed when the template is used:
-
If the placeholder has 4 or fewer options, the selection is displayed as radio buttons.
-
If the placeholder has 5 or more options, the selection is displayed as a drop-down list.
-
Note that escape characters are not permitted inside placeholders. As a workaround, use the ⁄ (fraction slash) instead.
Example: Placeholders in a text template
Example: Text input fields and option lists when using a template
Updated
Comments
0 comments
Article is closed for comments.