Dictionary Field
This document explains how to add and configure the Dictionary field in a template, including dictionary selection and filtering.
Use Dictionary field to pick a value from a dictionary.
Example: select an employee from a list (first name, last name, age, address).
You can place this field in:
structured documents
PDF documents
To learn more, see How to Create and Manage Dictionaries
Add a dictionary field

Open the template in edit mode.
Find Dictionary field in the Fields panel and add it to the template. — Input dictionary name and choose column with required information
Click Save.
Field settings
Click on the placed field to reopen settings menu.
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)
Tooltip — additional hint shown on hover
Optional — whether filling the field is required
Allow custom values — allows free text input in addition to dictionary values
Search — makes the field available for search/filtering in the mailbox UI (if enabled in your setup)
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.

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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