Custom Fields' Auto Fields option in the iinked Platform allows you to extend the Syngrafii templating and tagging features with more advanced functionality.
Auto Fields can be accessed in the Custom Field creation process.
See: How to Create Custom Template Fields
When creating a New Custom Field, there is an option for Auto Field, which includes a dropdown menu that is set to None by default.
Auto Fields are available exclusively for custom fields with shared access only; the custom field's access must be set to Organization.
Under the Auto Fields dropdown menu, there are two options:
- Anchor Text
- Custom Tag (outlined here and in the Syngrafii Templating Guide)
Anchor Text
Available in V 3.4
The Anchor Text option allows users to create Custom Syngrafii fields and to use existing text in a document to insert the Syngrafii fields when the particular text is located. When using Anchor Text Auto Field, you can insert the search criteria for the phrases to search for within the document (i.e. to locate a specific paragraph of text in the document), along with the Anchor Text value which will determine where you want to have the field placed into the document. Position and offset values help you fine-tune the exact placement of the field in relation to the Anchor Text.
Anchor Text Auto Fields can be added for multiple signers as well as for the host in a VSR. To add signers, simply click on the Add Signer link. Additionally, you can select other signers or the host by clicking on the small down arrow.
Anchor Field Options include:
- Search Between Phrases: After and Before - To help find the correct location of your Anchor Text you can limit the search by adding text phrases that occur before and after your Anchor Text.
- Anchor Text - When the specified text is detected within the document, the custom field will be added to the document, taking into account the selected position attributes.
- Occurrence - If there are multiple occurrences of the Anchor Text in the document, you can specify the exact occurrence of this Anchor Text to which the field will be added.
- Anchor Position - Once the Anchor Text is located, you have the option of specifying the position where to place the custom field. Available options are After, Above, Before, and Below. For example, if After is selected, the custom field will be placed after the Anchor Text.
- Offset X and Offset Y - You can also specify offset values to adjust the positioning of the custom fields. Offset X is for adjusting horizontally and Offset Y is for adjusting vertically.
Use Auto Fields in Documents
While creating a Package, on the templating page, click on the Detect Auto Fields button under the Auto Fields tab.
All the custom fields get auto-populated in the document.
Sample Document