Ideas Portal
Currently, eDocBuilder only allows a single field to be designated as the identifying field for dynamic templates. This limitation creates challenges when users need to combine multiple data points — such as name and title — into a single identifying field. Workarounds using scripting or calculated fields often result in errors or blank outputs, making it difficult to provide flexible and user-friendly personalization.
Proposed Solution: We propose an enhancement to eDocBuilder that allows the use of multiple identifying fields or the ability to concatenate fields directly within the identifying field setup. This could be achieved through:
Allowing the identifying field to accept combined fields, using existing field values without requiring user input.
Expanding support for simple scripting (like VBScript or HTML) within the identifying field.
Introducing a new field type designed for combining multiple fields into a single output without script limitations.
Benefits:
Increased flexibility in dynamic templates, especially for business cards, letterheads, and other personalized documents.
Reduced reliance on manual entry and workarounds, improving efficiency and reducing errors.
Better user experience for both template designers and end-users.
Use Case Example: A business card template requires the user’s name and title to both appear in the identifying field for proper mapping and variable population. With this feature, the field could be set up like:
TitleName = [Name] + "\n" + [TitleLineOne]
This would eliminate the current scripting issues and ensure accurate, automated data mapping.
We believe this enhancement would greatly improve eDocBuilder’s functionality and streamline template creation. Thank you for considering this feature request.
