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Document Contexts: Difference between revisions
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(Created page with "A "context" refers to the object type from which we are creating instructions to pull data from. When creating a template, only a single "main"/ "core" context can be applied. == Intro == When creating Templates, you have the option to select a "Context Object" and a "Merge Object". These two selects will drive what fields and options you have access to. == Context Object == thumb|Context Object selector in template editor The "C...") |
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'''Account (Core/Main Object)''' | '''Account (Core/Main Object)''' | ||
L Contacts through AccountId | L Contacts through AccountId => get contacts where the AccountId field is equal to the id of the parent Account context | ||
L Cases through ContactId | L Cases through ContactId => get cases where the ContactId field is equal to the id of the parent Contact context (which in terms is retrieved by the AccountId field matching the id of the parent Account) | ||
L Cases through AccountId | L Cases through AccountId => get cases where the AccountId field is equal to the id of the parent Account context | ||
== Current Context == | |||
"Current Context" refers to the the process of identifying what object is contextual to where the cursor is placed or where a [[Merge Fields and Tags|merge tag]] or other tool is positioned. | |||
Usually, the current context refers to the template core object. However, when child related objects or other context amending features are added to the template, the context may change. | |||
== Examples == | == Examples == | ||