How to use References within Email Notices
Posted by Cameron Telfer, Last modified by on 28 April 2016 10:59 AM

Database references are used when you wish to print information saved in Storman. You would use references when you wish to have notices with auto fill. So instead of editing each notice that comes out of Storman whether during Daily Processing or through manual sending of notices, the referred text will show as it appears in Storman. During the below process you will be adding a Database reference into your printed notices.

Note that 4D referencing for e-mails and letters are different. Copying and pasting the text will not work. Preview for 4D references in e-mail notices are best done by testing through Accnt&Notices tab in an agreement - simply click on the @ sign and pick the notice you'd like to preview.

 Overview of steps:

  1. Navigate to: Opening the Notice
  2. Adding the reference

Step 1. Navigate to: Opening the Notice

To begin go through the Maintenance menu and select Notice Plans. Open the Notice you wish to edit, and go to the Notice Design tab. Edit the email.

Step 2. Adding the reference

  • Insert the Reference. Select Insert then 4D Expression.
    • On the left, you will see a series of tables. Click the + next to the table which you wish to expand.
    • Once you have expanded the table, a list of fields within that table will appear.

  • Once you have selected your desired database reference, click OK. The reference will now be inserted into your Notice (Highlighted below). Repeat the process if you with to add additional references.
     

Step 3. Save

  • Once all references have been added go to the File menu and select the Return to Form menu item.

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