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Definitions, Terminology and Characters


Definitions

URI#

Stands for Uniform Resource Identifier, when setting up Pages it has the same function as a URL (Uniform Resource Locator), it is the link to your webpage eg. a Page on site "demo" with URI "Home" will be accessed by https://demo.dashnetics.com.au/Home

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Stands for Uniform Resource Identifier, when setting up Pages it has the same function as a URL (Uniform Resource Locator), it is the link to your webpage eg. a Page with URI test will be accessed by https://demo.dashnetics.com.au/test

WARNING!

When creating a URL - DO NOT INCLUDE any of the following;

  • ASCII control characters (e.g. backspace, vertical tab, horizontal tab, line feed etc),
  • unsafe characters like
  • Dollar ("$")
  • Ampersand ("&")
  • Plus ("+")
  • Comma ("")
  • Forward slash/Virgule ("/")
  • Colon (":")
  • Semi-colon (";")
  • Equals ("=")
  • Question mark ("?")
  • 'At' symbol ("@") and
  • any character outside the ASCII charset are not allowed to be placed directly within URLs.

Or any of the below characters that have special meaning within URLs

  • space
  • Quotation Marks
  • Backslash ("\")
  • 'Less Than' symbol ("<")
  • 'Greater Than' symbol (">")
  • 'Pound' Character ("#")
  • Percent Character ("%")
  • Left Curly Brace ("{")
  • Right Curly Brace ("}")
  • Vertical Bar/Pipe ("|")
  • Caret ("^")
  • Tilde ("~")
  • Left Square Bracket ("[")
  • Right Square Bracket ("]")
  • Grave Accent ("`")

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WYSIWYG#

WYSIWYG stands for "what you see is what you get". With a WYSIWYG editor, how your design and content appears on the editing platform is exactly what it will look like in the final version.

loop over#

To loop means to repeat, or iterate So loop OVER "X" means we repeat, or iterate for each value of "X" found (that match our criteria), therefore looping over sale_items means we will show every sale item that matches the criteria.

Fields#

Fields are referred to by name.


Terminology

Custom Fields#

FieldUsed InPurpose
linkAction Emails, Connect EmailsLink sent in the email to do the action
statusAction EmailsStatus of the actioned form (button used to start the action)
sequence-number, sequenceNumberEmails, Action EmailsSequence number of the saved form
approver-name, approverNameAction EmailsName of the approver
approver-email, approverEmailAction EmailsEmail of the approver
connect-name, connectNameConnect EmailsName of the connect account
messagePayment error HTMLError message returned from payment gateway

Sale Custom Fields#

Various fields used in.....

FieldUsed InPurpose
saleItem.nameSale Category - Grid, Sale Options - Purchase, Sale Options - Details, Cart DisplayName of the sale item
saleItem.descriptionSale Category - Grid, Sale Options - Purchase, Sale Options - DetailsDescription of the sale item
saleItem.infoSale Category - Grid, Sale Options - Purchase, Sale Options - DetailsInfo of the sale item
saleItem.indexCart Display
saleOption.nameSale Options - Purchase, Sale Options - Details, Cart DisplayName of the option (actual thing that users purchase)
saleOption.descriptionSale Options - Purchase, Sale Options - Details, Cart DisplayDescription of the option
saleOption.infoSale Options - Purchase, Sale Options - Details, Cart DisplayInfo for the sale option
saleOption.quantitySale Options - Purchase, Sale Options - Details, Cart DisplayNumber of options purchased
saleOption.costSale Options - Purchase, Sale Options - Details, Cart DisplayCost of the option
saleUnit.discountCart Display, Purchase EmailDollar Discount
saleUnit.percentDiscountCart DisplayPercentage Discount Applied to this unit
saleUnit.qtyDiscountCart DisplayQuantity ordered to get this discount
saleUnit.typeDiscountCart DisplayText of Discount Type
saleUnit.fixedDiscountCart DisplayFixed discount applied
saleUnit.costCart Display, Purchase EmailCost of the sale unit once discounts have been applied
saleUnit.indexCart DisplaySequence number of the sale unit
saleUnitDetailsCart DisplayDetails entered into a Sale Options - Details control for the option. Needs to have a dot with the name of the field on the form. (eg, if you had a field called 'name' on the sale option details form, you would access it with {{saleUnitDetails.name}}. In the purchase email, you access it with just the name of the field, see below
saleUnitDetailsPurchase EmailDetails entered into a Sale Options - Details control for the option. Same fields as above but used in purchase Email, but accessed with just the name of the field
saleAmountHTML Text, EmailTotal amount of the Sale
saleFeeHTML Text, EmailTotal fee charged
saleDiscountHTML Text, EmailTotal amount of discount

Purchase Email#

Note that the action to create the purchase email needs to be on the parent form, not a subform.

Sale Units#

In Purchase emails, Sale Units can be looped over using

{{saleUnit}}
{{/saleUnit}}

Anything inside the two tags will be repeated for each sale unit.

Sale Items#

In Purchase emails, Sale Items can be looped over using

{{saleItem}}
{{/saleItem}}

Anything inside the two tags will be repeated for each sale item.

Accessing Custom Fields#

Any custom fields on a sale item can be accessed inside the sale item loop using dot notation.

Formatting#

Formats can be applied to items in Brackets using the pipe '|'.

FormatDescription
currencyTwo decimal with a $ prefix
percentageTwo decimal with a % postfix

Fields on Action Forms#

All fields, anywhere on the chain of action forms, are available in the form emails. ie If you have an approval form with a field named 'problem', you can refer to this from any action email.


Characters

[ ] Brackets#

Bracket Notation is used in various places to use data from form entry in other places in the forms.

{{ }} Double Curly Brackets#

Values are referred to with double curly brackets. {{ ...... }} eg {{saleUnit.cost}}

| Pipe characters#

Pipe characters are used to format the value, eg {{saleUnit.cost | currency}}

Formats can be applied to items in Brackets using the pipe '|' like below.

FormatDescription
currencyTwo decimal with a $ prefix
percentageTwo decimal with a % postfix

. Dots#

Dots are used to separate object names and field names for complex objects (such as companies etc)

The main places it's used in are:

  1. Text fields
  2. Initial Values
  3. Emails