WP Forms with Configurable Template

Saving and Emailing WP Forms with Configurable Templates 

The following enhancements have been made to the Save and Email options in WP Forms to enable the user to custom define the values generated for the following fields: 

This functionality is accessed from Main Menu – System Maintenance – Forms – Forms Enquiry – Context Menu – Modify – Set Templates. 
  
A template can include both text and variables for the selected WP Form. The variables can be selected and inserted using the ‘Insert Variable’ button or manually typed in by the user and are based on the static fields of the WP Form Type selected, for example a Folio Precis Template can be created for WP Form ‘CS’ Debtor Statement as follows: 

If a template is blank for a WP Form that is saved or emailed, the previous format will be used for the undefined field. Any invalid characters or rules regarding field length will be handled at the time the configured field is created. 
  
Saving WP Forms with Configurable Templates 

When a merged WP Form is saved as a Folio record, the Folio Precis and/or Override File Name can now be based on a configurable template defined in ‘Folio Templates’. 
  
Emailing WP Forms with Configurable Templates 

Where the merged WP Form is emailed on generation, the Attachment File Name, Email Subject and Email Body can be based on a configurable template defined in 'Email Templates'. If an Email Signature is defined in LawMaster this will be added to the end of the Email Body. 

All emailed WP Forms that do not have an Attachment File Name, Email Subject or Email Body defined will use the previous values or rules eg. where the Email Subject Template is not defined but the Precis is defined, then the Precis will become the Email Subject. 
  
Saving and Emailing Draft Bills 

Where a Folio record is created on a Draft Bill and a template has defined the Precis and Override File Name of the Folio record, these fields will be prefixed with the word ‘DRAFT - ’. 
  
If the Bill WP Form is set to SEND on generation of the Bill, the Email Attachment File Name will also be prefixed with the word ‘DRAFT – ‘.

Related Article:

Saving Forms : Lawmaster Support