Combining the binding syntax with static text to achieve advanced Dynamics use-cases

This article explains how the binding syntax can be used together with static text within smart templates to achieve advanced use-cases with Dynamics. The combination of static text and the binding syntax is especially used when creating advanced smart fields.

Using the binding syntax with static text in smart templates

Sometimes, when building a smart template, it might be required to create complex text bindings in order to achieve specific use cases using both dynamic and static input. These use cases may be applicable to smart fields or to template properties. Achieving this type of advanced use cases requires a good understanding of the binding syntax and might require a good knowledge of conditions, functions, and operators based in the desired result.

Use cases examples

Examples 1, 2, and 3 can be applied to all templates/assets supporting Dynamics, example 4 can only be applied to the spreadsheets Library.

Example 1

Using a custom text binding to combine static text and binding syntax for user profile information and response form answers, to create a customized sentence for a prospect. The binding is:

{{UserProfile.Company.Name}} could easily help {{Form.CustomerCompany}} with its {{Form.CustomerMainPainPoint.Name}} by {{Form.CustomerMainPainPoint.Description}}.

Example 2

Using a custom text binding to combine static text, line breaks and binding syntax for response form answers, to create a bullet list containing the prospect company facts. The binding is:

{{Form.CustomerCompany}} founded in {{Form.CustomerCompanyYear}}

{{Form.CustomerEmployeeCount}} employees working out of {{Form.CustomerCountryCount}} countries

Example 3

Using a custom text binding to combine static text, line breaks and binding syntax with Upper() function, to apply the desired casing to the user information: the first paragraph should contain the name of the user in uppercase, the second paragraph should mention the user's job title and the company name in the same casing as used in the user profile. The binding is:

{{Upper(UserProfile.Name)}}

{{UserProfile.JobTitle}} at {{UserProfile.CompanyName}} 

Example 4 

(applicable to the Spreadsheets Library only) 

Using the header and footer property in Excel together with Microsoft headers/footers format code and binding syntax to apply the desired formatting to the user information in the header: the name of the user and the job title should be separated by a line break, the name of the user should be bold and the job title italic. The binding is:

&B{{Upper(UserProfile.Name)}}&B

&I{{Upper(UserProfile.JobTitle)}}&I