Purpose of Bookmark Prefixes
Adding prefixes to bookmark names allows you to
- extract data not stored directly in the Document
- format number and data fields
- pull data from Contact records
- repeat rows or columns
Descriptive Value
By adding the DV_ prefix, the text associated with the field will be extracted.
| DocHeader_Project | GC003 |
| DV_DocHeader_Project | Northern Lights Office Building |
Tip: For a list of DV_ prefix bookmarks and how your data will appear, see KBA-01612.
Mask
Use the DM_ prefix to insert the “mask” for Project or Cost Code IDs. Masks determine how IDs are formatted, and they are established in the Mask Maintenance tool on the System Admin Dashboard.
| DocHeader_Project | GC003 |
| DM_DocHeader_Project | GC-003 |
Document Title
Use the DDT_ prefix to insert the the document title from a key (internal GUID), such as DocHeader_LinkedDocKey or DocRevision_csKey.
| DocHeader_LinkedDocKey | blank because the system does not know what the key points to |
| DDT_DocHeader_LinkedDocKey | This is the Title of the Document |
Plain Text
Use the FPT_ prefix if your bookmark source is an unlimited text field in which the text size and text color can be modified, but you only want plain text pulled into the bookmark target.
| DocRevision_Notes |
Install new window in east-facing wall.
|
| FPT_DocRevision_Notes |
Install new window in east-facing wall. (includes ending paragraph break) |
| FPTT_DocRevision_Notes | Install new window in east-facing wall. |
Date
Date fields can be formatted in a number of different ways by using the prefixes listed below. The examples below is May 23, 2017 as the example
| Prefix | Info | Bookmark | Result |
| Fd | date | Fd_DocHeader_DocDate | 5/23/2017 |
| FS_ | date, time | FS_DocHeader_DocDate | 5/23/2017 1:00 PM |
| FG_ | date, time | FG_DocHeader_DocDate | 5/23/2017 1:00:00 PM |
| FD_ | day, date | FD_DocHeader_DocDate | Tuesday, May 23, 2017 |
| FM_ | month, date | FM_DocHeader_DocDate | May 23 |
| FR_ | day, date, time | FR_DocHeader_DocDate | Tues, 23 May 2017 13:00:00 GMT |
| FT_ | all time info | FT_DocHeader_DocDate | 1:00:00 PM |
| FU_ | day, date, time | FU_DocHeader_DocDate | Tuesday, May 23, 2017 1:00:00 PM |
| FY_ | month, year | FY_DocHeader_DocDate | May, 2017 |
| The two date prefixes below only return the “day” in Ordinal format: | |||
| FORD_ | day in Ordinal | FORD_DocHeader_DocDate | 23rd |
| FORDW | day in Ordinal Words | FORDW_DocHeader_DocDate | twenty-third |
Tip: Fd_ is the most commonly used prefix. FS_ and FG_ are very similar, but FS_ is sensitive to Microsoft Windows’ Control Panel Date Display preferences and does not include the time if it is midnight. FG_ is not influenced by the Control Panel and does include midnight.
Freeform Date
You can create freeform date prefixes that begin with an F and are followed by a combination of the elements listed below.
Note: The table uses the date Thursday, March 9, 2017, 4:05 PM.
| Element | Description | Result |
| d | date without leading zero | 9 |
| dd | date with leading zero | 09 |
| ddd | abbreviated day name | Thu |
| dddd | full day name | Thursday |
| M | month without leading zero | 3 |
| MM | month with leading zero | 03 |
| MMM | abbreviated month name | Mar |
| MMMM | full month name | March |
| yy | year without the century | 17 |
| yyyy | year with century | 2017 |
| h | hour on a 12-hour clock, no leading zero | 4 |
| hh | hour on a 12-hour clock with leading zero | 04 |
| H | hour on a 24-hour clock, no leading zero | 16 |
| HH | hour on a 24-hour clock with leading zero | 16 |
| m | minute without leading zero | 5 |
| mm | minute with leading zero | 05 |
| t | A for AM or P for PM | P |
| tt | AM/PM designation | PM |
| b | blank space (used to separate elements) | |
| x | default date separator (/ for US) | / |
| c | a comma | , |
| x | default time separator (: for US) | : |
For example:
| FMMMMbddcbyyyy_DocHeader_DocDate | March 9, 2017 |
| FMxdxyy_DocHeader_DocDate | 3/9/17 |
| FyyyybMMMbdd_DocHeader_DocDate | 2017 Mar 09 |
| FddxMMxyyyybhhXmmbtt_DocHeader_DocDate | 03/09/2017 04:05 PM |
Number
There are several Number prefixes, and x represents the number of decimal places. If you omit the x variable, 2 decimal places are assumed. For whole integers, use 0 (zero) as the x variable. [V2020+] On certain prefixes, you can include a Z between the F and the next prefix letter if you want a blank to show up when the amount is zero (0).
| Prefix | Info | Bookmark | Result |
| FCx_ FZCx_ |
currency | FC_DocItem_OriginalQuote | $1,000.00 (blank if amount is 0) |
| FNx_ FZNx_ |
numbers with commas | FN0_DocItem_OriginalQuote |
1,000 |
|
FFx_ |
numbers without commas | FF1_DocItem_OriginalQuote |
1000.0 |
| FDTX_ | write out numbers See WordTemplateConfig FDTXCents and FDTXDollars |
FDTX_DocItem_OriginalQuote | One thousand and zero/100 |
| FNTX_ | write out numbers, no dollar check format | FNTX_DocItem_OriginalQuote | One thousand |
| FPx_ FZP_ |
format numbers and percentages | FP1_DocItem_OriginalQuote | 8.1% (blank if amount is 0) |
Note: The DV_ prefix can be combined with a number prefix (no underscore between them) if needed.
Note: If using the RR_ prefix, it comes before the F prefix.