In Eccentex AppBase, bookmarks can be used to create a reference to a specific record or data item within an application. For example, a bookmark can reference the customer record, allowing the templates to easily access the relevant data an insert it when rendering the template for a specific Case ID. You assign a name or label to the bookmark, which can be used to reference the data item within custom templates.
Steps
Go to the Letter Generation menu. This is a different application from Case Management, Setup, or AppStudio we used in the previous exercises.
Navigate to Bookmarks (1). Click on the green + Add button to create a brand new bookmark that will be used in our templates.
In the Create new Bookmark tab, insert ‘APPLICANT_NAME’ for Name, select ‘Function’ for Type. Select ‘Case’ for Root Object Type.
As you notice, the field Value is already filled with an example code. Replace that code for the following SQL sentence:
SQL
SELECT COL_CUSTOMER_NAME FROM TBL_CDM_AUTO_LOAN WHERE COL_AUTO_LOANCASE = @ObjectId@
Validate that the name of the table and columns correspond to your MDM model.
Save your configuration.
After some seconds, you will see a new Debug the button next to General Information. Select Debug to check if the bookmark returns a valid value.
In the Debug window, insert a valid Object ID in our sample that corresponds to the Case ID, Click the Run button to test our new bookmark.
Remember that in most default solutions, you can identify the Object ID from the last digits in the Case name ID (CASE-YYYY-ID).
Save your configuration and close the window.
Clone the APPLICANT_NAME bookmark to create more needed bookmarks.
Use ‘APPLICANT_CREDIT_SCORE’ for the Name. Open the new bookmark to edit the SQL query and change the field COL_CUSTOMER_NAME for COL_CREDIT_SCORE.
SQL
SELECT COL_CREDIT_SCORE FROM TBL_CDM_AUTO_LOAN WHERE COL_AUTO_LOANCASE = @ObjectId@
Repeat the previous step to add the following additional bookmark: Name: APPLICANT_LOAN_AMOUNT Value: SELECT COL_LOAN_AMOUNT FROM TBL_CDM_AUTO_LOAN WHERE COL_AUTO_LOANCASE = @ObjectId@
After creating the bookmarks, you should have a list as follows:
