How to Use User-Defined Placeholders
You can use placeholders in print settings such as email body, subject, output filename, etc. You can also use placeholders in Docentric report setup, e.g. in report caption, PDF encryption password and document properties.
There are three types of placeholders. You can use Standard placeholders, which are common for all reports, e.g. @COMPANYID@, @COMPANYNAME@, @WORKERTITLE@ and @USEREMAIL@. They are always at your disposal.
However, you will probably need to use report specific placeholders such as @InvoiceId@ and @InvoiceDate@. We already prepared some typical placeholders for common reports, and delivered them via Docentric SSRS Replicas. They represent the second type of placeholders called Custom placeholders. Additional Custom placeholders can be added programmatically.
Both Standard and Custom placeholders are part of Free Edition.
From the 3.3.8 version on, we introduced as part of Full Edition the third type of placeholders called User-defined placeholders. They are also report specific but unlike Custom placeholders, they can be configured in Docentric report setup (without development) and used instantly.
User-defined placeholder setup
You can open User-defined placeholder setup if you click the User-defined placeholders menu item in Docentric report setup.
You can bind User-defined placeholders to any data in report data source (DDSP). More precisely, a placeholder is bound to a single data field or to an expression, which consists of operands – data fields, data records and constants, and operators – numeric, comparison, logical operators and functions such as sum(), count() and iif().
The limitation is that placeholders can point only to a simple value, e.g. text, number or date. Also, User-defined placeholders cannot be bound to a binary value, e.g. an image.
If the resulting placeholder value is a number or date, you should also select a format (the Format string field) that will be applied at the runtime.
You can upload Sample DDSP by clicking the Sample DDSP menu item in the action pane. Without Sample DDSP you will not be able to use advanced Expression designer to build placeholder expressions. Also, you will not be able to see the resulting value of placeholder expression (the Result field in the Preview fast tab), and this way validate expressions and format strings.
If you upload Sample DDSP, you can use an advanced editor for building placeholder expressions called Expression designer.
View in grid and Open in Excel
You can also view and update (add, edit and delete) User-defined placeholders in grid and Excel.
Overriding Custom placeholders
If you want to override an existing Custom placeholder, you need to create a User-defined placeholder with the same name.
To move User-defined placeholders between environments you can use the Import/Export options in Docentric report setup. Learn more >>
You can also use the Open in Excel feature on two different environments to copy-paste the user-defined placeholders between them. And finally, you have the Docentric User-defined Placeholders data entity at your disposal for various export and import scenarios.
Use User-defined placeholders in print destinations
You can use all types of placeholders (Standard, Custom and User-defined placeholders) in all print settings where it makes sense.
List of available placeholders can be accessed from Docentric report setup and also from Print destination settings form.
Use User-defined placeholders in Docentric report setup
Note that all types of placeholders (Standard, Custom and User-defined) can also be used in Docentric report setup, e.g. in report caption, PDF encryption passwords, PDF document properties, email sending settings such as email sender display name, reply-to, bounce-to and read receipt email addresses.
Also note that wherever you can use placeholders, you can also use D365FO and Docentric User-defined labels. This way you can make, e.g. report caption or PDF document properties multilingual.
How to Use Labels in Print Destinations >>
How to Use Standard Placeholders in Print Destinations >>
How to Use Custom Placeholders in Print Destinations >>
How to Change Print Destination Settings Dynamically >>