Can I use placeholders to insert dates automatically?
Yes, You can use the variables below when setting up your presets (document templates). You can use the variables to automatically set the document number, project title, line items and messages. Each placeholder will be replaced with the appropriate dates/numbers when you create the document using the preset.
Rules:
| General Rule | @(date|[placeholder]) |
|---|---|
| (For Document Numbers) | Insert _001 (or equivalent) at the end of the document number |
| (For English documents) | Insert %en before variables that need to be in English |
Variables:
| Pattern | Before Saving | After Saving |
|---|---|---|
| Year（yyyy） | %Y | 2017 |
| Year（yy） | %y | 17 |
| Month (m) | %m | 1 – 12 |
| Month (mm) | %M | 01 – 12 |
| Month | %enM | January |
| Month (Abb) | %enm | Jan |
| Day (d) | %d | 1 – 31 |
| Day (dd) | %D | 01 – 31 |
Examples:
| Pattern | Before Saving | After Saving |
|---|---|---|
| Date | @(date|%enM %Y) | January 2017 |
| Date | @(date-1M|%enM %Y) – @(date+11M|%enM %Y) | December 2016 – December 2017 |
| Date | @(date|%enm %Y) – @(date+2M|%enm %Y) | Jan 2017 – Mar 2017 |
| Document Number | @(date|%Y)_001 | 2017_001 |
| Document Number | @(date|%y%M)_001 | 1701_001 |
*Date variables reflect the issue date of the document.