Create a Function Bookmark

Steps to configure

1. On the top right, navigate to 

   

    → ServiceJourney
2. On the left, navigate to

   

    → Letter Generation → Bookmarks
3. Click the + Add button

   

4. 

5. In the Create new Bookmark tab select Function Type for the new bookmark
6.  

   

7. Fill in the fields, as shown below.

   General Settings

   Name: Name of the Bookmark. Example: REQUESTER_CRMID.

   Specific DB: Set the target DB from what bookmark will be created. By default is Oracle.

   Root Object Type: Main Business object of the Bookmark. Example: Case.

   Is HTML: Set if the bookmark will include HTML tags.

   Template List: Show a list of the Templates where this bookmark is used. It is empty until the bookmark is added to a template.

   Value: Value of the Bookmark. It must be a valid SQL query for the current databases (Oracle/MS) which must return a single value. Validate that the name of the table and columns correspond to the MDM model. Parameters must contain only alphanumeric and underscores. Parameters must be wrapped using @@

   Example SQL Query:

   SQL

   SELECT cdmp.col_firstname FirstName
     FROM tbl_caseparty  cp
          LEFT JOIN tbl_dict_participantunittype pt
              ON pt.col_id = cp.col_casepartydict_unittype
          LEFT JOIN tbl_cdm_party cdmp
              ON cdmp.col_partyparty = cp.col_casepartyexternalparty
    WHERE pt.col_code = 'EXTERNAL_PARTY' 
    AND cp.col_casepartycase = @ObjectId@
    AND cp.col_id = @CasePartyId@

   

   NOTE: The SQL query should not contain reserved words as parameter names. Oracle Reserved Words

8. Optional

   Show on UI Settings

   Show on UI: Show bookmark in Send Email

   Control Display Rule: Using for a custom bookmark list in Send Email
   

   Value Field Alias: This value will be substituted instead of the bookmark. (Use only with Control Display Rule).

   Display Field Alias: This value shows what the bookmark will look like. (Use only with Control Display Rule)

9. Save your configuration.