CLIENT
=mandatory in PARAM sheet
Parameter (col A in PARAM) | Mandatory/Optional | Value in col C (example) | Value in col D (example) | Occurrence in PARAM | Comment | |
|---|---|---|---|---|---|---|
FORMS | REPORT | |||||
CLIENT | $CLIENT | Client IDs for retrieving values e.g. NCG#NCGDEV | 1 | If $CLIENT, then value will be exchanged with logged in client. If a specific client is stated, then only that client can use the template. | ||
CLIENT is a general parameter that must be stated in every PARAM sheet. This parameter must define which clients should have access to the template. If the parameter value '$CLIENT' is stated, then that value will be exchanged with the logged in client when generating the document. If a specific client is stated as parameter value, then only that client will have access to generate the document.
Access CLIENT in the Template Design right panel by selecting Parameters > General Parameters > Client:
The CLIENT parameter needs to be defined with a value. Either enter the value directly in the field, or select a client ID from the drop-down list. Usually parameter value = $CLIENT is used so that the template can be applied to any client that will have access to the template.
The value entered in the field will be written to PARAM sheet, column C for CLIENT parameter.
If the client value contains a hyphen ( - ), then the value need to be surrounded with { } in the PARAM sheet.
Retrieve/Update Values - Column C and D in PARAM
In a FORM, if only a value in column C in PARAM is defined for the CLIENT parameter, then that value will be used both when retrieving data to the form and when updating values to the database.
If you want to retrieve value for another set of clients compared to the CLIENT value you want to be updated, then you need to define those retrieve value(s) in column D in the PARAM sheet. If several client values should be retrieved, then these client values must be separated with #(CLIENT1#CLIENT2).
In a REPORT, only value in column C in PARAM will be used. Column D in PARAM should not be used.