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

  1. Open the template in edit mode.

  2. Open the Fields panel.

  3. Find Dictionary field and add it to the document.

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Dictionary field in the Fields panel
  1. Configure the field and click Save.

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Dictionary field creation form

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).

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Filtering modal

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)

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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

  1. Click the field in the document.

  2. Update settings in the properties panel, or delete the field there.

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Editing 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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