Dictionary field
Use Dictionary field to pick a value from a dictionary (table).
Example: select an employee from a list (first name, last name, age, address).
You can place this field in:
structured documents
PDF documents
Add a dictionary field
Open the template in edit mode.
Open the Fields panel.
Find Dictionary field and add it to the document.
Configure the field and click Save.
Field settings
Click the field in the document to reopen properties and update them.
Basic settings
Name — field name shown in the document
Role name — role that fills the field
Placeholder — hint text shown before input; if empty, Name is used
Optional — whether filling the field is required
Search — whether the field is available for mailbox search
Advanced settings
Allow custom values — allows free text input in addition to dictionary values
Tooltip — additional hint shown on hover
Dictionary mapping
Dictionary — select a dictionary by typing its name
Column name — select the dictionary column used as the field value
Filtering
Filtering is available only if filtered access is enabled for the selected dictionary.
To configure filtering, click Filtering (icon inside the Dictionary input).
Filtering settings:
Column name — dictionary column used for matching rows
Filter by role mailbox — switches the filter source
Field name — field used as the filter source (changes to a role selector if Filter by role mailbox is enabled)
If Filter by role mailbox is enabled, the system uses the role mailbox UUID to find a matching row.
In this case, select a dictionary Column name that contains mailbox UUIDs.
Edit or delete a dictionary field
Click the field in the document.
Update settings in the properties panel, or delete the field there.
Links inside a dictionary field
If the selected value contains a URL, it is rendered as a normal browser link (blue + underline).
You can open the link from the right-click context menu (any role).
You can open the link with a direct click only if the field is inactive.
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