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Multiline Merge fields

MULTI LINE Merge fields

NOTE: This facility only exists in Influence Professional versions later than 1.00.14.064 and some TYPES only exist in later versions of the software. (e.g. The CANDDOCS type is only available from ver 1.00.15.234 or later)

Overview

The Influence software has a new MULTILINE merge facility which can be used on template documents and template
emails to display multiple records. This is often useful for producing particular emails such a a summary of a candidate bookings,
or a confirmation to a client with multiple interview dates/times on a single email.

 

Syntax for MULTILINE.

Usage:

[[MULTILINE=TYPE;Parameter1=xxxxx;Parameter2=xxxxx;….]] FFFFFFFFF [[/MULTILINE]]

Where TYPE is replaced with one of the TYPEs listed below, and the Parameters are replaced with one (or more) of then Parameters associated with the chosen TYPE.
Parameters should be separated with a semi-colon. (;)
FFFFFFFF should be replaced with fields chosen from the Catalogue

 

EXAMPLE of a Multiline merge field

Example:
[[MULTILINE=BOOKING]][[ENIK_DATE]] - [[ENIK_START_TIME]] to [[ENIK_END_TIME]] [[ENIK_DATE_6]]
[[/MULTILINE]]

Gives the output as below

10/03/2014 - 09:00 to 17:30 10th March 2014
11/03/2014 - 09:00 to 17:30 11th March 2014
12/03/2014 - 09:00 to 17:30 12th March 2014
13/03/2014 - 09:00 to 17:30 13th March 2014
14/03/2014 - 09:00 to 17:30 14th March 2014

Or
[[MULTILINE=BOOKING;ONELINE;REVERSE]]
Your last booking is on [[ENIK_DATE]] at [[ENIK_END_TIME]] [[/MULTILINE]]

Gives the output

Your last booking is on 14/03/2014 at 17:30

(i.e. the output has been REVERSED, and then only ONE LINE has been shown)

Note: When using multi-line fields if a particular parameter does not work it is likely that it was only introduced in a later version of the software than you are currently using, and you will require an update before the parameter will work.

List of TYPES

MULTILINE=BOOKING or BOOKINGS
Reads through bookings depending on journal type for the date range specified. Date range may be overridden by using THISWEEK or NEXTWEEK parameters

Parameters:

REVERSE                  
This runs thought the bookings in reverse order – If used in conjunction with ONELINE (below) it allows you to list details of the ‘Last’ booking.

ONELINE                  
Uses the data from the ‘First’ relevant booking line.

THIS_WEEK            
Based upon Todays’ date, it will only select bookings for “This Week”
(NB: This is only necessary if you are using the field on a document/template called from anywhere other than the ‘Confirm Bookings’ screen)

NEXT_WEEK            
Based upon Todays’ date, it will only select bookings for “Next Week”
(NB: This is only necessary if you are using the field on a document/template called from anywhere other than the ‘Confirm Bookings’ screen)

UNFILLED                
This will show details for ‘un-filled’ bookings – by default they will be excluded from the output unless this parameter is specified.

CANDLIST  This will only show ONE line per candidate, even if they have multiple bookings during the given period.

SITELIST This will only show ONE line per site, even if they have multiple bookings during the given period. It is useful when producing a 'schedule' showing a list of the site addresses where a candidate will be working this week. (Only available from ver 1.00.18.271 or later)

TIMESHEETS= followed by Y or N (Y gives only timesheeted records, N gives only un-timesheeted records, and if omitted then all record will be included) [only available after version 1.00.15.324]

CONTACT If selected this will only show bookings for the chosen contact from the 'Confirm Bookings' screen. If omitted the multi line field
will show ALL bookings at the site, irrespective of the selected contact. (Available after release 1.00.16.292 )

TYPE= If selected this will only show bookings of the specified TYPE (e.g. CAN - cancelled). If omitted the multi line field will show bookings which are 'working time'. (Available after release 1.00.17.019)

PAYPER= followed by H to select only Hourly-rate bookings or D to select only Daily Rate bookings. (Available after release 1.00.19.004)

OFFICE (Only applicable to multi-office systems). If this is added to the parameters of the multi line field then the output will be restricted to display only bookings which match the current office of the user.
e.g. If the user was logged in as the "Driving" office only bookings added by the "Driving" office would be printed - bookings added to the same client by the "Construction" office would not be included.


MULTILINE=CANDDOCS  (only available from ver 1.00.15.234 or later)
Scans through the attachment buffer and reads the candidate record for each candidate document found.

Parameters:

None

 

MULTILINE=COMPLIANCE  (Ver 1.00.15.234 or later. Not all parameters available at this point - some added later)
Reads through the compliance items for a candidate or client. If not specified the default is candidate.

Parameters:

TYPE=CLIENT/CAND (Default is CAND if missed off)

DEPEND=XXXX (Only dependencies of selected code)

COMPLIANT=Y/N (All if not used)

EXPIRES=Y/N/E/X/B (Only include compliance items with/without an expiry date) - E=Near Expiry, X=Expired, B=Blank

EXPIREDAYS = ?? (enter a number of days within which time the item will expire)  (only available from 1.00.16.240 or later)

REFS=Y/N (Only include compliance items with/without a reference number)

ISSUE=Y/N (Only include compliance items with/without Issue Date)

DOC=Y/N (Only include compliance items with/without documents)

GROUP=XXXX (All items with a specific group)

MAND=Y/W/N (Mandatory flag – Can use combinations e.g YW for mandatory and warn, WN for warn and not mandatory)

VALIDCODES=XXX,XXX,XXX (allows users to choose specific compliance codes that will be listed in the multiline output, e.g. DBS,DRIV,PASS) (only available from 1.00.16.240 or later)

SORT (or ORDERBY)=EXPIRY/DOCUMENT/QUAL/CHECKED – use these to specify which of the dates the output will be sorted by.
REVERSE – specify the word Reverse to reverse the order of the sort. (If unspecified it will not be reversed)

Example:

[[MULTILINE=COMPLIANCE;TYPE=CAND;COMPLIANT=N;EXPIRES=Y;DOC=Y;SORT=EXPIRY;EXPIRESDAYS=45]] [[RQDF_DESC$]] [[RQIN_EXPIRY_DATE]] [[RQIN_CHECKED$]] [[/MULTILINE]]

This will produce a list of Compliance items for a candidate which require a document to be stored and have expiry dates which will expire within 45 Days.


MULTILINE=INTERVIEWS or INTERVIEW
Reads through the interview/match records for Clients, Candidates or Vacancies or a specific list of interview records.

In addition to the interview record for each line, the relevant candidate and trade detail record will be read for client and vacancy journals, client and site records for candidate and vacancy journals and vacancy and contact record for client and candidate journals.

Parameters:

SELECTED (A list of specified interview records has been supplied. This should not be used without instructions from Influence)

 

MULTILINE=INVOICE
Reads through the lines on the current invoice record.

Parameters:

None

 

MULTILINE=JOURNAL or JOURNALS
Reads through the journals for the relevant journal type (i.e. Client, Candidate, Contact, Vacancy, Interview) and date range specified in the parameters.

Parameters:

DIRECTION=I/O  (If omitted then all journal will be displayed irrespective of direction)

METHOD=A/C/E/F/G/I/L/M/N/P/S/T/W/X This can be used to specify which method(s) will be included in the list. If omitted then ALL methods are assumed. The chosen methods can be specified as a list, e.g. METHOD=EPSG

CALL_TYPE=XXXX This can be used to specify call types to look for. You can specify multiple call types, but each must be 4-characters long. e.g. CALL_TYPE=SCV TOBSBUSD

DELETED=ONLY/FALSE/NO Will display deleted journals if set to ONLY. If omitted then false is assumed and only non-deleted journals are displayed.

START_DATE=DD/MM/YYYY or YYYY-MM-DD or TODAY

END_DATE=DD/MM/YYYY or YYYY-MM-DD or TODAY

 

EXAMPLE

When adding the merge field the entry should start with

[[MULTILINE=???????]]  where ????? is replaced by the relevant type of multiline, e.g. BOOKING, JOURNALS, etc.
The entry should be ended with [[/MULTILINE]]

There are also various additional parameters which can be used, e.g.
[[MULTILINE=JOURNALS;DIRECTION=O;METHOD=E;START_DATE=TODAY-30]]

Example:

Dear [[ENID_FORENAME$]]

Below is a list of the  journals you have been sent (email)

[[MULTILINE=JOURNALS;DIRECTION=O;METHOD=E;START_DATE=TODAY-30]][[JNLE_DATE]] [[JNLE_TIME]] [CMS_SITE_NAME$]] [[JNLE_SUBJECT$]][[TXT_JOURNAL_BODY_TEXT$]] [[/MULTILINE]]

If you have any problems, please contact us immediately so that we can make alternative arrangements

A template such as this, might produce output looking like :-

Dear Martin

Below is a list of the  journals you have been sent (email)

26/03/2018 14:52 ABC Products Application Information
We have sent your application and are awaiting feedback.
As soon as we hear we will let you know.

29/03/2018 09:46 ABC Products Application Update
We have heard back from our client and on this occasion you have been unsuccessful.
We will contact you if another suitable position arises, but in the meantime best of luck.


If you have any problems, please contact us immediately so that we can make alternative arrangements


Note: When using multi-line fields if a particular parameter does not work it is likely that it was only introduced in a later version of the software than you are currently using, and you will require an update before the parameter will work.

 

Example of Compliance Document Attachment 
(Only available after release 1.00.18.299)

The template below is an example of  a booking confirmation that could be sent to  client and would attach a document relating to the "PASS" (Passport) compliance item from a candidate.

Hi [[CMC_FORENAME$]]  

Here is a confirmation of the bookings for [[MULTILINE=BOOKING;ONELINE]] [[ENID_FORENAME$]] [[ENID_SURNAME$]][[/MULTILINE]]

Booking Details:
[[MULTILINE=BOOKING]] [[ENIK_DATE_19]]  [[ENIK_DATE]] - [[ENID_FORENAME$]] [[ENID_SURNAME$]] : [[ENIK_START_TIME]] - [[ENIK_END_TIME]] [[ENIK_JOB_CODE$]]
[[/MULTILINE]]

Compliance Items to Attach
[[MULTILINE=BOOKING;CANDLIST]] [[ENID_FORENAME$]] [[ENID_SURNAME$]]: Passport No: [[RQIN_QUAL_REF$(PASS)]] 
[[RQIN_DOC_NAME$(PASS)]]
[[/MULTILINE]]


The field shown in RED is the one which will attach the relevant compliance document from the candidate.





[Keywords: Multiline, multi line, multi-line, multiple line, multilines, multi-lines, multi lines ]



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  1. Graeme Orchard

  2. Posted
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