In the extension NCDT Document Text, placeholders enable dynamic and personalized design of your documents.
These placeholders act as variable text that is automatically replaced with specific information from your business data. For example, you can use placeholders to insert the customer's name, date, invoice number, or other relevant data. This allows you to create customized documents that are tailored to your requirements and the needs of your customers. With this flexible feature, you save time and minimize potential errors while maximizing the professionalism of your business correspondence.
Using the placeholders
The following section explains the steps, using a sales order as an example, to create documents with beginning texts and a personal salutation.
Open a sales order for the customer 10000 - Adatum Corporation.
Click in the Beginning Text - current/following document field and open the list of text lines configured for the document.
If you do not find any texts in the document yet, read the topic Tasks, Working with Beginning and Ending Texts.
In the overview of text lines (this applies to all text types), first click in a new line (the Text Editor opens) and write the text "Dear ".
Click on the action Insert Placeholder.
The list of Available fields of the document opens.
Select the desired field whose value you want to use in the text line from the list - for example: Bill-to Name. The text line will then display ##Bill-to Name##.
Add a comma to the line.
Close the page with OK.
After that, when you print a document and preview it, the pre-text "Dear Adatum Corporation," appears.
Tip
If you do not see the Beginning Text on the document, it is possible that the wrong report is set up in the Report Selection - Sales. However, if this is the case the wrong layout is probably set, instructions on how to fix this can be found at Setup, Report Layout Selection.
Important
Please note that placeholders can only be used in the respective documents. When documents are posted or copied, it may happen that the placeholders are not replaced by values. In this case, they will be displayed as ##Placeholder## in the document. Some documents have the same fields and can therefore replace the placeholders, but this is not always the case. Make sure that the placeholders used are present in the specific documents to ensure correct replacement.
Related information
Setup, Report Layout Selection In the Report Layout Selection you can specify which layout should be used when printing a document...
Tasks, Working with Beginning and Ending Texts The NCDT Document Text extension can be used to configure and format recurring texts in various areas of Microsoft Business Central, helping you customize your correspondence with your customers...
Working with placeholders
