Help CenterDocuments & quotesLook it up
Record fields in a document, and how each value prints
Every field you insert is replaced by its value from the record when you print. This reference shows how each field type prints, and how to set a text that shows when the field is empty.
Before you start · 1 thing · for owners and managersA template open in the editor
Before you start · 1 thing · for owners and managers
A template open in the editor
- You need: The permission to edit document templates
- A template open in the editor. See Write the template’s content in the document editor.
Steps
1
Put the cursor where you want the value, and type
{{.2
Search for the field and choose it.
The field’s chip shows with its name.
3
Press the chip to choose its format, if it has one. See Field formats: Hijri or Gregorian, time, yes/no and lists.
4
Set a text that prints when the field is empty, such as “—“ or “Not set”.
Fallback text for an empty field
If the field is empty or holds only spaces, the fallback text prints. Without fallback text, nothing prints. The value 0 isn’t empty, and prints as it is.
Fallback text doesn’t change what conditional sections decide, because they look at the field’s own value.
Fields you can’t see
A document prints what the person printing it is allowed to see. A field from a linked unit they have no permission on prints empty.
At a glance
Field type
Prints
Text, number, email, phone, link
The value as it is
Currency, or a calculation/rollup whose result is a currency
With thousands separators and the field’s number of decimal places:
55,500.50. The currency symbol doesn’t print, so type it yourself in the textPlain number
As it is:
3, not 3.00Choice, multi-select, tag, status, priority
The option’s name. Multi-select is comma-separated, or a bulleted/numbered list
Date
As the record stores it, or in the format you choose. A field set to Hijri prints in Hijri, and “Both” prints the Gregorian date, then the Hijri date in brackets
Yes/no
Depends on the format: a checkbox or yes/no
File or image (as a text chip)
The file names, separated by commas. To print the image itself, see Add an image or a logo, or a photo from a field in the record
Lookup
The field’s value in the source record
Line items (smart catalog)
Use the line items table
If something goes wrong
What you see
Why
What to do
The field prints empty
The field is empty in the record, or you don’t have permission on the linked unit.
Fill in the field, or add fallback text. See Preview a template with a real record, or download a proof to find out why.
The amount has no currency symbol
This is on purpose, so the symbol isn’t repeated.
Type “SAR” or the symbol next to the chip.
An odd number shows instead of the option’s name
The option was deleted from the field.
Bring the option back, or update the record.
A real example
Namaa Academy
The situation
Some clients have no email, so an empty “Email:” line showed in the acceptance letter.
What they did
- They gave the chip the fallback text “Not recorded”.
- The fees field is a currency field, and they typed “SAR” after it in the text.
The result
The letter has no awkward gaps, and the amount shows as 4,500.00 SAR.
A made-up company, to show the idea. The numbers are rounded.
Good to know
A field from a linked record reaches up to 2 levels deep. See Print data from a linked record, such as the client’s name.
A file field that holds no file prints empty.
Did this guide solve it?
If not, we’ll ask what was missing.