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Completing the Details tab

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Complete the Details tab to configure the output content, including both data attributes and static text, for this Output Template rule. For file Output Templates, you can also configure a header and a footer for the output file.

Completing the Fields section

Use the Add icon to add a new row in the Fields section. Use each row to include a data field or static text. The rows specified in the Fields section together represent the output content that the system will write (into the output file or table) for each customer.

Field

Description

Name Enter a name for the field.
Note The system uses this value as the name for the database table column or file column header.
Type Select between Data Field and Text.
Content
  • Data Field - Enter/select the data field to output.
  • Text - Enter free form text to output.
Format File Output Templates only. Select the format to apply to the field. When you select a date/numeric field in the Content column, the system loads this field with the available set of date/numeric formats.

Completing the Header and Footer sections

These sections are only available for file Output Templates. Use the Add icon to add a new row in the header or the footer. You can add the following information as part of the file header or footer:

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