About this article
In this article, we will explain 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.
Prerequisites
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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 utilizing 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.
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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
Utilizing a custom text binding combining static text and the binding syntax to inject user profile information, response form answers, and static text to create a customized sentence for a prospect
| Binding | {{UserProfile.Company.Name}} could easily help {{Form.CustomerCompany}} with its {{Form.CustomerMainPainPoint.Name}} by {{Form.CustomerMainPainPoint.Description}} | |
| Input |
UserProfile.Company.Name = MyCompany Form.CustomerMainPainPoint.Name = brand activation |
UserProfile.Company.Name = MyCompany Form.CustomerCompany = ProspectB Form.CustomerMainPainPoint.Name = repetitive document creation |
| Output | MyCompany could easily help ProspectA with its brand activation by distributing template and assets to end-users right where they work | MyCompany could easily help ProspectB with its repetitive document creation by distributing automated contracts and proposals to end-users |
Data source in the above example
Example 2
Utilizing a custom text binding combining static text, line breaks and the binding syntax to inject response form answers to create a bullet list containing the prospect company facts
| Binding |
{{Form.CustomerCompany}} founded in {{Form.CustomerCompanyYear}} {{Form.CustomerEmployeeCount}} employees working out of {{UserProfile.Company.Name}} countries |
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| Input |
Form.CustomerCompany = ProspectA Form.CustomerCompanyYear = 2014 Form.CustomerEmployeeCount = 500 Form.CustomerCountryCount = 21 |
Form.CustomerCompany = ProspectB Form.CustomerCompanyYear = 2019 Form.CustomerEmployeeCount = 140 Form.CustomerCountryCount = 3 |
| Output |
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Example 3
Utilizing a custom text binding together with the Upper() function, static text, line breaks and the binding syntax 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.
| Binding |
{{Upper(UserProfile.Name)}} {{UserProfile.JobTitle}} at {{UserProfile.CompanyName}} |
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| Input |
UserProfile.Name = John Doe UserProfile.JobTitle = Sales Manager UserProfile.CompanyName = CompanyA |
UserProfile.Name = Jane Doe UserProfile.JobTitle = Product Owner UserProfile.CompanyName = CompanyB |
| Output |
JOHN DOE Sales Manager at CompanyA |
JANE DOE Product Owner at CompanyB |
Example 4 (applicable to the Spreadsheets Library only)
Utilizing the header and footer property in Excel together with Microsoft headers/footers format code and the 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.
| Binding |
&B{{UserProfile.Name}}&B &I{{UserProfile.JobTitle}}&I |
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| Input |
UserProfile.Name = John Doe UserProfile.JobTitle = Sales Manager |
UserProfile.Name = Jane Doe UserProfile.JobTitle = Product Owner |
| Output |
John Doe Sales Manager |
Jane Doe Product Owner |
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