The following template tags are available to use in order to insert the case notes on document templates depending on the date range that the user selects when using the template:
Template Tag | Description |
<adc_Range_CaseNoteSynopsis> | Inserts all case notes from the case for a given date range |
<adc_Range_End_CaseNoteSynopsis> | End Date of the range defined by adc_Range_CaseNoteSynopsis |
<adc_Range_Start_CaseNoteSynopsis> | Start Date of the range defined by adc_Range_CaseNoteSynopsis |
In order for users to be given the option to select a date range when they create a document from the template, a user with Edit Configuration permission needs to go to the template under the Document Templates sub-tab (on the Admin tab), add the <adc_Range_CaseNoteSynopsis> tag on the document template, and then select the option to Prompt for Case Note “Start” and “End” dates:
Once these changes are saved to the document template, the users will be able to create a document from this template by selecting a date range for the case notes to automatically fill out on the document with the <adc_Range_CaseNoteSynopsis> tag.
Very Important: In order for the case notes within the selected date range to fill out on the document template, both the template tag needs to be on the document and the box to prompt for start and end dates needs to be checked.