Using ArcSite Variables To Ouput Pre-defined Company and Client Data.

 

Variables Overview

Variables are used to pull various collected data to be used in output templates.

All variable data is presented in a one-to-one relationship. The key before the colon is the Variable Key, and the value after the colon is the Value.

 

Variable Syntax

💡 An example - {{ client_profile.name }} will return the Company name from the Client Information section

Note {{ and }} are the key tags used in variables, so they should not be used elsewhere.

 

Variable Types

  • Built-in Custom and Company data
  • Additional Data Fields Data

Built-in Custom and Company data is presented as {{ variable key }}

Additional Data Fields Data is presented as {{ "field name" | additional_field_value | or_empty }}

 

Available Client Variables

The Client Information has a required flag: client_profile

  1. The keyword client_profile is presented first
  2. Then add " . "
  3. Then the key of the specific attribute to be used

Customer name

{{ client_profile.name }}

Client Full Address

{{ client_profile.street }} {{ client_profile.city }}, {{ client_profile.state }} {{ client_profile.zip_code }}

Street Number and Address

{{ client_profile.street }}

City

{{ client_profile.city }}

State

{{ client_profile.state }}

Zip Code

{{ client_profile.zip_code }}

Email

{{ client_profile.email}}

2nd Email

{{ client_profile.second_email}}

Phone

{{ client_profile.phone}}

2nd Phone

{{ client_profile.phone}}

County

{{ office_profile.county}}

Country

{{ office_profile.country}}

 

Available Company Variables

The Company/Organization required flag is org_profile

  1. The keyword org_profile is presented first
  2. Then add " . "
  3. Then the key of the specific attribute to be used

Company Name

{{ org_profile.name }}

Full Address

{{ org_profile.street }} {{ org_profile.city }},{{ org_profile.state }} {{ org_profile.zip_code }}

Street Number and Address

{{ org_profile.street }}

City

{{ org_profile.city }}

State

{{ org_profile.state }}

Zip Code

{{ org_profile.zip_code}}

Email

{{ org_profile.email}}

2nd Email

{{ org_profile.second_email}}

Phone

{{ org_profile.phone}}

2nd Phone

{{ org_profile.second_phone}}

Website

{{ org_profile.website}}

Logo

{{ org_profile.logo_image_url}}

County

{{ org_profile.county}}

Country

{{ org_profile.country}}

 

Available Main Office Variables

The Main Office required flag is office_profile

  1. The keyword office_profile is presented first
  2. Then add " . "
  3. Then the key of the specific attribute to be used

Office Name

{{office_profile.name}}

Full Address

{{ office_profile.street }} {{ office_profile.city }},{{ office_profile.state }} {{ office_profile.zip_code }}

Street Number and Address

{{ office_profile.street }}

City

{{ office_profile.city }}

State

{{ office_profile.state }}

Zip Code

{{ office_profile.zip_code }}

Email

{{ office_profile.email}}

2nd Email

{{ office_profile.second_email}}

Phone

{{ office_profile.phone}}

2nd Phone

{{ office_profile.phone}}

Website

{{ office_profile.website}}

Org ID

{{ office_profile.org.id}}

County

{{ office_profile.county}}

Country

{{ office_profile.country}}

 

Additional Data Fields Data Usage

Additional Data field answers can be presented using variables.

  • The required syntax is {{ "field name" | additional_field_value | or_empty }}.
  • Replace the field name with the name of the Additional Data Question.
  • The double quotes before and after must be retained.
  • If the additional data field name contains double quotation marks itself, the double quotation marks before and after would need to be changed to single quotation marks - Example {{ 'Please call " me ' | additional_field_value | or_empty }}
  • The field name is case-sensitive.
  • As this variable is tied directly to the name of the Additional Data Question, if that name is changed for that side, the variable name would also need to be updated

Available Variables

Name

Tags

means

Project Name

{{ project_name }}

 

Drawing Name

{{ drawing_name }}

 

Date of proposal created

{{ report_time | date("m - d - Y") }}

Month - Date - Year

 

{{ report_time | date("d/m/Y") }}

Date/Month/Year  UK date format

Account Job Title

{{ account_profile.job_title }}

new add at 11.10 2021

Account Name

{{ account_profile.name }}

new add at 11.10 2021

Drawing first version time

{{ drawing_first_version_time | date("l, F d, Y") }}

Tuesday, November 23, 2021     new add at 11.23 2021

Drawing last version time

{{ drawing_version_time | date("l, F d, Y") }}

Tuesday, November 23, 2021      new add at 11.23 2021

Category products format text

{{ "Turf" | category_used_products_format }}

get the Turf category included products info, and return {total_quantity}' {unit}. {product_names}

category products total quantity

{{ "Turf" | category_used_products_format (’{total_quantity}’) }}

 

 

{{ "Turf" | category_used_products_names }}

used product names list of the Turf category 

total price

{{ "include" | project_total_price }}

the included products total price after tax, if you want to get 'total or exclude price' just replace include to total or exclude.

 

 

Updated: Add new parameter “digits” to control price precision. If you don't want to control the precision you don't need to care about it, if you need to use it you can use it like this: {{ "include" | project_total_price(digits=0) }}

payment balance

{{ True | payment_data | access_data("balance_amount") }}

get the balance amount from payment

 

 

Updated: Add new parameter “digits” to control price precision. If you don't want to control the precision you don't need to care about it, if you need to use it you can use it like this: {{ True | payment_data(digits=0) | access_data("balance_amount") }}

deposit amount

{{ True | payment_data | access_data("deposit_amount") }}

get the deposit amount from payment

 

 

Updated: Add new parameter “digits” to control price precision. If you don't want to control the precision you don't need to care about it, if you need to use it you can use it like this: {{ True | payment_data(digits=0) | access_data("deposit_amount") }}

Sub total

{{ "include"| project_subtotal_price }}

Updated: Add new parameter “digits” to control price precision. If you don't want to control the precision you don't need to care about it, if you need to use it you can use it like this: {{ "include"| project_subtotal_price(digits=0) }}

Sales Rep

{{ client_profile.support_name }}

{{ client_profile.support_phone}}

{{ client_profile.support_email}}

 

 

Available Filter functions

number_ceil

{{ 12345.67 | number_ceil }}

round up a number(Make sure the value before the | is a number)

Full Address

{{ 12345.67 | round_tool(2) }}

The precision of the control value, the value before ”|“ is the value to be controlled, and the number in brackets indicates the number of decimal places you want to display: for example, {{ 123.27 | round_tool(1) }} you will get 123.3, {{ 123.27 | round_tool(0) }} you get 123.

 

Additional Data Fields In Practice

So, for example, if your client's name was ACME, it would be presented in the following data pairing:

"name": “ACME”

 

  • If you wanted to add the client's name to a sentence, you would add the parent grouping title to have this overall:

{{ client_profile.name }}

 

  • You could then create the following sentence:

Contractor agrees to provide ACME with 12 helical piers.

 

  • By using:

Contractor agrees to provide {{ client_profile.name }} with 12 helical piers.

 

  • We can continue to customize the same sentence by replacing the term Contractor as well. Using the {{ org_profile.name }} the sentence becomes:

{{ org_profile.name }} agrees to provide {{ client_profile.name }} with 12 helical piers

 

  • Then lastly, we can replace the “12 Helical Piers” piece by pulling in the data from the added products to have:

 

{{ org_profile.name }} agrees to provide {{ client_profile.name }} with {total_quantity} {{“category_name” | category_used_products_names }}

 

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