How to use Letter Generation Component features

With Letter Generation component you can upload a template, configure it, and then use a placeholders to populate fields in the template with specific content from your application. For example, you might use a New Customer Welcome Letter template to pull information from the BOM to create a PDF containing each customer’s information. The resulting letter you could send by email to recepients.

Letter Generation component presents abilities for creating/generating/sending letter templates (MS Word, EmailHtml, EmailPlainText, LetterHead, XSLT). For this purpose component provide abilities for working with Letter Templates and sending letter to recepients by email.

Often letter templates may contain data from db, for getting this data you should you use Placeholders in a document. Placeholders in a Letter Template indicates where there should be dynamic text, for e.g. such as First Name/Last Name of the intended recipient.

Below are examples of Letter template documents with placeholders (in MS Word): CONTACT_NAME, EMPLOYER_ATTENTION, EXMPLOYER_FAX.

or in Letter template with type EmailPlainText: TEST

Email Templates are HTML templates that can be sent from your Solution. Email templates are designed to contain placeholders which then can be replaced at run time with data extracted from a Solution.

For mapping dynamic text to Placeholders in Letter Template component uses  Bookmarks. It's an object where you could write some text, or query for getting data from your solution's tables, which should be inserted into template.

Example below show bookmarks with type Text and Function.For ex. placeholder @SYSTEM_DATE@ in runtime will be executed query from Value and mapped to the placeholder text in template.

For generating HTML text from XML and XSLT, based on defined parameters, Letter Generation component provide ability to work with XSLT template. Return text of HTML.

Letter Template component provide pocibility to test templates with parameters. For example use different types of bookmark in one template:

Select type from Variant or/and input other needed parameters

 

Result document.