Managing Data Variables
Creating Nested Dynamic Tables Using Variable Relationships in Perfect Doc Studio
In Perfect Doc Studio, you can create Nested Dynamic Tables by establishing relationships between two entities in the variables section. This setup allows the variables of one entity to be linked with those of another, enabling tables to dynamically ...
How to Set a Display Name for a Variable?
A Display Name defines how a variable appears in your document while designing it. It is especially useful when: The original entity or variable name is long. Variables are used in tables or other compact areas where text overlap needs to be avoided. ...
What are Link Variables and How to use them?
Perfect Doc Studio allows you to dynamically insert hyperlinks into your documents using Link Variables. This feature is especially useful when you want to personalize or conditionally include links without hardcoding URLs. Assign Links to Variables: ...
What is Data Validation? Where can we use them?
To prevent unnecessary usage of document counts when variables are left blank, the Data Validations feature is available in the Preview & Download section of the document template. In this section, you’ll find two tabs: Preview and Download and Data ...
Managing Entities & Variables
Entity and Variable: To maintain a structured and efficient system, entities such as funds, users, patients and applications are identified and represented using variables in camelCase format. A variable is a named storage space designed to hold ...
Intro to Data Variables & How to use them?
In Perfect Doc Studio, variables are managed at a global level, as demonstrated in the accompanying video. The system features entities that house variables, defining all relevant data variables for your business. This ensures the consistency of ...