Inserting Variables in a Doclet

After static and reference variables are created and checked in, they are ready for authors to use in their Word doclets, in headers, tables, cells, or paragraphs) or Excel doclet cells.

To insert a variable into a doclet:

  1. Open a report package, and then open and check out a Word or Excel doclet.
  2. In the drop-down list in the Report Package panel, select Variables.

    Shows the options available in drop-down list in the Report Package. Options are Report Center and Variables.

    Once you select Variables, the list of available variables are displayed in the Smart View Panel. Figure 18-31 shows a short list of variables. See Figure 18-30 for another example list of variables in a report package.

    Figure 18-31 Example List of Variables Available for a Report Package


    A variable selected in the list of variables in the Smart View Panel.
  3. In the doclet, select the point where you want to insert the variable.
  4. From the list of variables, select the variable to insert.

    When you select a variable in the list, three menu options for the variable are displayed, as shown in Figure 18-31.

  5. Click The insert variable button, an arrow pointing to the left. to insert the variable at the selected point in the doclet.

    Figure 18-32 shows a portion of a Word doclet with the variable insertion point highlighted in yellow. The Insert Variable button, The insert variable button, an arrow pointing to the left., is circled and the button tooltip text is displayed.

    Figure 18-32 Doclet with Variable Insertion Point Highlighted


    Shows a Word doclet with the variable insertion point highlighted. The Insert button is circled for emphasis, and the tooltip text reads Insert Variable in current selection.

    Figure 18-33 shows the result of inserting a static variable for the current month, defined as August 2016, into a Word doclet. Also, the figure $235,370,180.29, shown in the paragraph text is actually a previously-inserted reference variable.

    Figure 18-33 Doclet Showing the Result of Inserting a Static Variable for Current Month

    A portion of a doclet showing the result of inserting a static variable for the current month.
  6. When finished inserting variables into the current doclet, upload and check in the doclet.
  7. Repeat the steps in this procedure for each doclet that requires that you insert static and reference variables.