Document Template Key Fields

Document Template Key Fields

Many of the Microsoft Word-based reports support the use of Key Fields in the report template. Key Fields are placeholders that you can add to your template which get replaced with appropriate information when the report is run.

The following documents use key fields to automatically pull data from the project: 

  • All Cover Sheets, Door and Frame Submittal, Bid Proposal, Quote Request, Hardware Preamble, Door and Frame Preamble, and the Submittal Templates.

The key fields and their description are listed below. To use the key fields, include them in the master document exactly as they are shown below. Include the bracets ( { } ) and use capital letters for the name. The master documents are the document files that are used as templates each time the reports are generated, so changes to them will affect all documents generated by the system from that point forward.

The master document templates can be located at:

<Common Folder Location>\Common\Templates\

Where <Common Folder Location> is the common folder location for your Opening Suite installation. You can locate this location by clicking Help > About Comsense Advantage in Advantage.

In this Templates folder you will find many subfolders that are associated with the various report types. Many of the Word documents ( .doc) in these folders can have these key fields added to them. Simply find the folder for the type of report you are looking to modify and open the document in Word, and add the key fields that you need and save the document.

Template Key Fields:

{ARCADDR} - Architect address - Lines of address appear on separate lines

{DIVCODE} - Division code

{ARCADDR1} - Architect address - Lines of address appear on one line separated by commas

{ARCCODE} - Architect code

{ARCCTRY} - Architect country

{ARCCTY} - Architect city

{ARCEMAIL} - Architect email

{ARCFAX} - Architect fax

{ARCNAME} - Architect name

{ARCTEL} - Architect telephone

{ARCZIP} - Architect Zip/Postal Code

{ARCPRST} - Architect Province/State

{BIDTOTAL} - Total bid amount

{CMPADDR} - Company address - Lines of address appear on separate lines

{CMPADDR1} - Company address - Lines of address appear on one line separated by commas

{CMPCODE} - Company code

{CMPCTRY} - Company country

{CMPEMAIL} - Company email

{CMPFAX} - Company fax

{CMPNAME} - Company name

{CMPPRST} - Company Province/State

{CMPTEL} - Company telephone

{CMPZIP} - Company Zip/Postal Code

{CSTADDR} - Customer address - Lines of address appear on separate lines

{CSTADDR1} - Customer address - Lines of address appear on one line separated by commas

{CSTCODE} - Customer code

{CSTCTRY} - Customer country

{CSTCTY} - Customer city

{CSTEMAIL} - Customer email

{CSTFAX} - Customer fax

{CSTNAME} - Customer name

{CSTTEL} - Customer telephone

{CSTPRST} - Customer Province/State

{CSTZIP} - Customer Zip/Postal Code

{DETAILER} - Primary detailer's name

{DIVADDR} - Division address - Lines of address appear on separate lines

{DIVADDR1} - Division address - Lines of address appear on one line separated by commas

{DIVCTRY} - Division country

{DIVCTY} - Division city

{DIVEMAIL} - Division email

{DIVFAX} - Division fax

{DIVNAME} - Division name

{DIVPRST} - Division Province/State

{DIVTEL} - Division telephone

{DIVZIP} - Division Zip/Postal Code

{DODGE} - Dodge code

{ESTIMATOR} - Primary estimator's name

{INSALES} - Primary inside salesperson's name

{OUTSALES} - Primary outside salesperson's name

{PRJADDR} - Project address - Lines of address appear on their own line

{PRJADDR1} - Project address - Lines of address appear on one line separated with commas

{PRJCODE} - Project code

{PRJCTRY} - Project country

{PRJCTY} - Project city

{PRJEMAIL} - Project email

{PRJFAX} - Project fax

{PRJMGR} - Primary project manager's name

{PRJNAME} - Project name

{PRJPRST} - Project Province/State

{PRJTEL} - Project telephone

{PRJZIP} - Project Zip/Postal Code

{SPECWRTR} - Spec writer's name

{SUPADDR} - Supplier address - Lines of address appear on their own line

{SUPADDR1} - Supplier address - Lines of address appear on one line separated by commas

{SUPCODE} - Supplier code

{SUPCTRY} - Supplier country

{SUPCTY} - Supplier city

{SUPEMAIL} - Supplier email

{SUPFAX} - Supplier fax

{SUPNAME} - Supplier name

{SUPPRST} - Supplier Province/State

{SUPTEL} - Supplier telephone

{SUPZIP} - Supplier Zip/Postal Code

{USERCODE} - Usercode of person printing report

{USERNAME} - User name of user printing report

 

Additional Comments

It is advisable to make a backup copy of any template file before making any changes.

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Comments

  • Avatar
    Milt Allred
    Purchase Order and Packing Slip templates will not accept these key fields.