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Adding a Field to a Script Entry Form's Text

You can use Autoline's resources to provide up-to-date information within the text of your script.

To add a field to a script entry form's text:

  1. On the Autoline Master menu select the Customer contact management option and the relevant Company

    The Customer Contact Management menu is displayed.

  2. Select the Scripts option

    The Scripts menu is displayed.

  3. Select the Editor option

    The Script Editor form is displayed.

  4. Open the script to which the field is to be added

    The Script Editor's tabs are displayed.

  5. On the Forms tab, right-click on a line in the Form definitions grid and select the Amend option from the pop-up menu

    The Amend Form form is displayed.

  6. Select the Edit text graphic button

    The Rich text editor is displayed.

  7. Position the text cursor where the field is to be inserted and click the Add Field... button.

    The Insert Field form is displayed.

  8. Select a form in the Source tables grid

    The Fields grid is populated with the selected form's field names and types.

  9. Select a line in the Fields grid and click OK

    You are returned to the Rich Text Editor with the field inserted in the form of code, for example {{!6_APPSEQ}}, which becomes readable information when you run the script.


Insert Field Form

This form is displayed when you select the Add field button on the Rich text editor, the Insert field button on the Derived field editor, or an Ellipsis button [...] belonging to any field on the Add Contact Option form. It enables you to add a field based on a field belonging to a table in an Autoline module.

Source tables:

Note: A module can own several tables, resulting in the Module column likely containing many table lines with the same module.

Module: The Autoline module that the table belongs to, for example CM for customer contact management

Table: Identifies a table belonging to the Module

Note: Some tables do not belong to a specific Autoline module, their Module columns being blank. They are displayed in blue text, as are user-defined fields created on the Derived fields tab (and therefore unique to the selected script) and generic fields such as Date and Time.

Fields:

Note: This grid contains fields belonging to the selected table in the Source tables grid.

Field: Identifier, for example DOB for date of birth

Type: The category of data held in the field, for example Date

Tip: The selected source table's description is displayed in the form's status bar at bottom-left and the selected field's description at bottom-centre.


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