Tutorial: Create document fragments

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Experience Manager 6.4 Forms User Guide

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Applies to: Experience Manager 6.4 Forms

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Create document fragments for Interactive Communication

This tutorial is a step in the Create your first Interactive Communication series. It is recommended to follow the series in chronological sequence to understand, perform, and demonstrate the complete tutorial use case.

Document fragments are reusable components of a correspondence that are used to compose an Interactive Communication. The document fragments are of the following types:

  • Text -  A text asset is a piece of content that consists of one or more paragraphs of text. A paragraph can be static or dynamic.
  • List - List is a group of document fragments, including text, lists, conditions, and images. 
  • Condition - Conditions enable you to define what content gets included in the Interactive Communication based on the data received from the Form Data Model.

This tutorial walks you through the steps to create multiple text document fragments based on the anatomy provided in Plan the Interactive Communication section. At the end of this tutorial, you will be able to:

  • Create document fragments
  • Create variables
  • Create and apply rules
text_document_fragments

The following is the list of document fragments that are created in this tutorial:

Each document fragment includes fields with static text, data received from form data model, and data entered using the Agent UI. All these fields have been depicted in the  Plan the Interactive Communication section.

While creating document fragments in this tutorial, variables are created for fields that receive data using the Agent UI.

Use FDM_Create_First_IC, as described in the Create form data model section, as the form data model to create document fragments in this tutorial.

Step 1: Create Bill Details text document fragment

The Bill Details document fragment includes the following fields:

Field Data Source
Invoice No Agent UI
Bill Period Agent UI
Bill Date Agent UI
Your Plan Form data model

Execute the following steps to create variables for fields with Agent UI as the data source, create static text, and use form data model elements in the document fragment:

  1. Select Forms > Document Fragments. 

  2. Select Create > Text.

  3. Specify the following information:

    1. Enter bill_details_first_ic as the name in the Title field. The title gets auto-populated in the Name field.
    2. Select Form Data Model from the Data Model section.
    3. Select FDM_Create_First_IC as the form data model and tap Select.
    4. Tap Next.

  4. Select the Variables tab in the left pane and tap Create.

  5. In the Create Variable section:

    1. Enter Invoicenumber as the name of the variable.
    2. Select String as type.
    3. Tap Create.
    variable_create_string

    Repeat step 4 and 5 to create the following variables:

    • Billperiod: String type
    • BillDate: Date type
    variables_bill_details

  6. Create static text for the following fields using the right pane:

    • Invoice No
    • Bill Period
    • Bill Date
    • Your Plan
    variable_bill_details_static_text

  7. Place the cursor next to the Invoice No field and double-click the InvoiceNumber variable from the Variables tab in the left pane.

  8. Place the cursor next to the Bill Period field and double-click the Billperiod variable.

  9. Place the cursor next to the Bill Date field and double-click the Bill Date variable.

  10. Select the Data Model Objects tab in the left pane.

  11. Place the cursor next to the Your Plan field and double-click the customer > customerplan property.

    bill_details_customerplan_fdm

  12. Click Save to create the Bill Details text document fragment.

Step 2: Create Customer Details text document fragment

The Customer Details document fragment includes the following fields:

Field Data Source
Customer name Form data model
Address Form data model
Place of Supply Agent UI
State Code Agent UI
Mobile Number Form data model
Alternate Contact Number Form data model
Relationship Number Form data model
Number of Connections Agent UI

Execute the following steps to create variables for fields with Agent UI as the data source, create static text, and use form data model elements in the document fragment:

  1. Select Forms > Document Fragments. 

  2. Select Create > Text.

  3. Specify the following information:

    1. Enter customer_details_first_ic as the name in the Title field. The title gets auto-populated in the Name field.
    2. Select Form Data Model from the Data Model section.
    3. Select FDM_Create_First_IC as the form data model and tap Select.
    4. Tap Next.

  4. Select the Variables tab in the left pane and tap Create.

  5. In the Create Variable section:

    1. Enter Placesupply as the name of the variable.
    2. Select String as type.
    3. Tap Create.

    Repeat step 4 and 5 to create the following variables:

    • Statecode: Number type
    • Numberconnections: Number type

  6. Select the Data Model Objects tab, place the cursor in the right pane, and double-click the customer > name property.

  7. Press Enter to move the cursor to the next line and double-click the customer > address property.

  8. Create static text for the following fields using the right pane:

    • Mobile Number
    • Alternate Contact Number
    • Place of Supply
    • Relationship Number
    • State Code
    • Number of connections
    customer_details_static_text_fdm

  9. Place the cursor next to the Mobile Number field and double-click the customer > mobilenum property.

  10. Place the cursor next to the Alternate Contact Number field and double-click the customer > alternatemobilenumber property.

  11. Place the cursor next to the Relationship Number field and double-click the customer > relationshipnumber property.

  12. Select the Variables tab, place the cursor next to the Place of Supply field and double-click the Placesupply variable.

  13. Place the cursor next to the State Code field and double-click the Statecode variable.

  14. Place the cursor next to the Number of Connections field and double-click the Numberconnections variable.

    customer_details_df2

  15. Click Save to create the Customer Details text document fragment.

Step 3: Create Bill Summary text document fragment

The Bill Summary document fragment includes the following fields:

Field Data Source
Previous Balance Agent UI
Payments Agent UI
Adjustments Agent UI
Charges current bill period Form data model
Amount Due Agent UI
Due Date Agent UI

Execute the following steps to create variables for fields with Agent UI as the data source, create static text, and use form data model elements in the document fragment:

  1. Select Forms > Document Fragments. 

  2. Select Create > Text.

  3. Specify the following information:

    1. Enter bill_summary_first_ic as the name in the Title field. The title gets auto-populated in the Name field.
    2. Select Form Data Model from the Data Model section.
    3. Select FDM_Create_First_IC as the form data model and tap Select.
    4. Tap Next.

  4. Select the Variables tab in the left pane and tap Create.

  5. In the Create Variable section:

    1. Enter Previousbalance as the name of the variable.
    2. Select Number as type.
    3. Tap Create.

    Repeat step 4 and 5 to create the following variables:

    • Payments: Number type
    • Adjustments: Number type
    • Amountdue: Number type
    • Duedate: Date type

  6. Create static text for the following fields using the right pane:

    • Previous Balance
    • Payments
    • Adjustments
    • Charges current bill period
    • Amount Due
    • Due Date
    • Late payment charges after Due Date is $ 20
    bill_summary_static

  7. Place the cursor next to the Previous Balance field and double-click the Previousbalance variable.

  8. Place the cursor next to the Payments field and double-click the Payments variable.

  9. Place the cursor next to the Adjustments field and double-click the Adjustments variable.

  10. Place the cursor next to the Amount Due field and double-click the Amountdue variable.

  11. Place the cursor next to the Due Date field and double-click the Duedate variable.

  12. Select the Data Model Objects tab, place the cursor next to the Charges current bill period field in the right pane, and double-click the bills > usagecharges property.

    bill_summary_static_variables

  13. Click Save to create the Customer Details text document fragment.

Step 4: Create Summary of charges text document fragment

The Summary of charges document fragment includes the following fields:

Field Data Source
Call Charges Form data model
Conference Call Charges Form data model
SMS Charges Form data model
Mobile Internet Charges Form data model
National Roaming Charges Form data model
International Roaming Charges Form data model
Value Added Services Charges Form data model
Total Charges Form data model
TOTAL PAYABLE Form data model

Execute the following steps to create static text and use form data model elements in the document fragment:

  1. Select Forms > Document Fragments. 

  2. Select Create > Text.

  3. Specify the following information:

    1. Enter summary_charges_first_ic as the name in the Title field. The title gets auto-populated in the Name field.
    2. Select Form Data Model from the Data Model section.
    3. Select FDM_Create_First_IC as the form data model and tap Select.
    4. Tap Next.

  4. Create static text for the following fields using the right pane:

    • Call Charges
    • Conference Call Charges
    • SMS Charges
    • Mobile Internet Charges
    • National Roaming Charges
    • International Roaming Charges
    • Value Added Services Charges
    • Total Charges
    • TOTAL PAYABLE
    summary_charges_static

  5. Select the Data Model Objects tab.

  6. Place the cursor next to the Call Charges field and double-click the bills > callcharges property.

  7. Place the cursor next to the Conference Call Charges field and double-click the bills > confcallcharges property.

  8. Place the cursor next to the SMS Charges field and double-click the bills > smscharges property.

  9. Place the cursor next to the Mobile Internet Charges field and double-click the bills > internetcharges property.

  10. Place the cursor next to the National Roaming Charges field and double-click the bills > roamingnational property.

  11. Place the cursor next to the International Roaming Charges field and double-click the bills > roamingintnl property.

  12. Place the cursor next to the Value Added Services Charges field and double-click the bills > vas property.

  13. Place the cursor next to the Total Charges field and double-click the bills > usagecharges property.

  14. Place the cursor next to the TOTAL PAYABLE field and double-click the bills > usagecharges property.

    summary_charges_static_fdm

  15. Select the text in the Value Added Services Charges row and tap Create Rule to create a condition based on which the row is displayed in the Interactive Communication:

  16. On the Create Rule pop-up window:

    1. Select Data Models and Variables and then bills > callcharges.
    2. Select is less than as the operator.
    3. Select Number and enter the value as 60.

    Based on this condition, Value Added Services Charges row is displayed only if the value for the Call Charges field is less than 60.

    create_rules_caption

  17. Click Save to create the Summary of charges text document fragment.

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