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The document is now ready to be printed, emailed, or shared within AgileCase.
Notes on Field Tokens
Using the “View Merge Fields” helper tool allows you to see every piece of stored information that is held within a Case within AgileCase.
There are three options within this tool that you can use to help you with your day-to-day work.
Merge Fields. This is the most commonly used option where users can locate a field from within their system and use the Copy option to store the location of that Field for use inside document, email, SMS and other types of Template.
XML View. This view shows all of the Case Data available on the Merge Fields page but as an XML file which can be used when integrating with other systems, or exporting the data for use elsewhere.
JSON View (Coming Soon). Similar to the XML View, the JSON View gives you access to the same information except in a JSON format which many systems now use as their primary import / export mechanism.
Custom Templates
Alongside our powerful built-in Document Creation option, AgileCase v2 also offers the ability to create Custom Templates on your system.
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