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Portable View Templates - Understanding and Accessing Portable View Tokens

This article explains what portable view tokens are and how to access them.  For more general information on portable view templates, refer to Portable View Templates - Overview.

Kahua portable view templates use tokens as placeholders for fields from the selected entity (e.g., a memo, an RFI, a contract), or from the project, partition, or domain you are currently in.

When you open an entity in Kahua and select a portable view template to use to view the entity, the portable view processor scans the template for these tokens and replaces the tokens with the appropriate content.

In order to create a new portable view, you will need to access the template tokens for the application where you intend to make the portable view available.  

Viewing the Token List for an App

Each app comes with a list of tokens that are available for portable views in that app. The list of tokens is available in the Configuration application. Tokens can be copied from this list and applied to a portable view template.

To access the list of tokens for an app, complete the following steps:

  1. Navigate to the Configurations app.
  2. From the applications tab, select the app.
  3. Select the Portable Views tab.
  4. Select the Template Tokens tab.
  5. Three tabs will appear under the Template Tokens tab:
    • Attribute Tokens - These are template tokens specific to the entities in the selected app.  For example, in the RFI app, the attribute tokens will include fields such as the RFI Author ( [Attribute(RFI.Author)] ), the RFI Date ( [Attribute(RFI.Date)] ) and the RFI Question ( [Attribute(RFI.Question)] ).   
    • Culturization Tokens - These are tokens that represent text in the app.  They may use default values or they may have been modified to more closely align with your organization's business processes.  For example, if your organization uses the term "Reply" instead of "Response" on RFIs and you want that term to be used in your Kahua platform, this is where those values would have been updated. 
    • Common Tokens - These tokens are ones that are not app-specific, but instead reference the user, project, partition, or domain, or current settings like the current date or time.
  6. Select the appropriate tab for the tokens you are looking for.  Note the View Name drop-down list.  You may need to change the View you are looking at to get the right tokens. For example, the Communications app has several different views to choose from.  Many tokens are the same for all types, but some are document specific. 
  7. The Type column in the list of tokens is useful to help you find the token you are looking for and also provides a clue to the type of syntax/arguments that may be available for that token. For example, in the cost apps, do a lot of searching for values/numbers so scanning for just currency type tokens may speed up your searching.
  8. Tokens have a hierarchy – the parent level then attributes within that level. In the example, the RFI Source Company has several child attribute tokens such as Government ID and VendorNumber.
  9. To select a single token, click the clipboard icon  next to the token name.  This will copy the token to your clipboard.  You can then paste the token into the Microsoft Word document that will be your portable view template.  

For more information on building a portable view template, refer to Portable View Templates - Building a New Template.

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