EXCEL - Merge fields/ Field tags

Similar to the Word template, in Excel template there are special tags to identify ValuePRO fields. In excel the fields are formatted as “&=TableName.FieldName” where “&=” trigger that the cell is mapped to a ValuePRO fields and “TableName.FieldName” is the fields that’s mapped. There are two types of field sources in an excel template.

One to One fields

These are usually Valuations fields. The “TableName” and “FieldName” can be identified using the field card on the system. Then the mapped tag can be entered in the cell, for example “&=Valuations.ValuationDate” or “&=Valuations.Address”. The format of the cell can be set to reflect the type of data i.e date, currency, number, etc.

Output:

 

Repeat Blocks

These are usually the one to many field relations. Examples of these are Sales Evidence, Lease Evidence, Subobjects. In these cases one job may have many sales, leases and subobjects linked to it. The field tags for this is similar to the one to one fields but the report block name needs to be set as a name range. The below examples has this set as “SalesEvidence”. The name range set will repeat insert the rows based on the number of sales evidence linked to the job and then populate the respective data to each row.

 

Output:

 

Repeat Block

For

Example

Occupancies

AdditionalOccupancies

Occupancies linked to job

 

Titles

Titles linked to job

 

AdditionalAddresses

Addresses linked to job

 

SalesEvidence

Sales evidence linked to job

 

SalesEvidenceTypeX<saletype>

Sales evidence of a particular sale type linked to job

SalesEvidenceTypeXResidentail

This will show all sales evidence with sale type as Residential.

Leases

All leases linked to job. Includes both Leases Evidence and Subject Leases

 

LeasesEvidence

Leases evidence linked to job

 

LeasesEvidenceTypeX<leasetype>

Leases evidence of a particular lease type linked to job

LeasesEvidenceTypeXOffice

This will show all leases evidence with lease type as Office.

SubjectLeases

Subject leases linked to job

 

SubjectLeasesTypeX<leasetype>

Subject leases of a particular lease type linked to job

SubjectLeasesTypeXRetail

This will show all subject leases with lease type as Retail.

PortfolioJobs

Child jobs linked to a portfolio job

 

so_<subobjectname>

Sub objects linked to job.

so_BuildingAreas

This will show all the BuildingAreas sub object linked to the job.

Note: To identify the name of a sub-object, go to Templates -> Data Entry Templates, then look for the sub-object needed in the list.

Alternatively all the tables can be identified on Templates -> Report Fields under the first drop-down list. All sub-object table names start will “so_”.

 

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