Creating Filter Screen for Related Objects

<!-- The header section identifies the filter screen that will be displayed to the end-user. The filter screen will display the Involved parties associated to the Claim. The related object records in the filter screen will be displayed in a drop-down list. -->

<tc:header>
<tc:filter name="SelectInvolvedParties" searchCondition="Involved" label="Please select the Involved Party" displayString="Contact/ FirstName;Contact/Name;DefaultCategory/Name" displayFormat="* * - *" />

</tc:header>

<tc:content><tc:data select="Contact">

First Name:
<tc:data select="FirstName" />

Last Name:
<tc:data select="Name" />

Retrieving Data from Custom Fields

<!-- The following tags retrieve data from the custom fields within the Contact record. These custom fields are defined for the category Employee. -->

Hire Date:
<tc:detail select="CONT_EMPL/HireDate" />

Salary:
<tc:detail select="CONT_EMPL/Salary" />

Employee Type:
<tc:detail select="CONT_EMPL/ EmployeeType" />

Comments:
<tc:detail select="CONT_EMPL/Comments" />

Citizen:
<tc:detail select="CONT_EMPL/Citizen" true="Yes" false="No" />

Book:
<tc:detail select="CONT_EMPL/Book"><tc:data select="Name" /></tc:detail>

Retrieving All Instances of the Sub-object Address

<!-- The following tags retrieve all of the addresses added to the contact record. In this case, the tc:loop tag is used because we want to retrieve all of the addresses added to the contact record, not just a specific type of address (which would require the qualifier attribute) or one that the user selected (which would require tc:filter to be used instead of tc:loop). -->

Address Information
<tc:loop select="AddressList">Street: <tc:data select="Street" />

Street:
<tc:data select="Street" />

Country:
<tc:data select="CountryItem/Name" />

</tc:loop>

Automatically Retrieving All Instances of the Related Object History

<!-- The following tags retrieve all of the history records created for the contact record. In this case, the tc:search tag is used because we want to retrieve all history records that were created for the contact record, not just a specific history record (which would require the qualifier attribute or tc:conditional) or one that the user selected (which would require tc:filter to be used instead of tc:search). -->

History Information
<tc:search link="History">

Archived On:
<tc:data select="ArchivedOn" />

Default Category:
<tc:data select="DefaultCategory/Name"/>

Notes:
<tc:data select="Text" />

</tc:search></tc:data>

Retrieving the User- Selected Related Object Involved

<!-- The following tags retrieve data pertaining to the involved party that the user selected while generating the letter. In this case, the tc:filter tag is used because we want to retrieve the data pertaining to the involved party that the user selected. -->

Involved Information
<tc:filter select="SelectInvolvedParties"><tc:data select="Contact">

First Name:
<tc:data select="FirstName" />

Last Name:
<tc:data select="Name" /> </tc:data>

Automatically Retrieving All Instances of the Sub- Object Category

<!-- The following tags retrieve the categories added to the involved party record. In this case, the tc:loop tag is used because we want to retrieve all of the categories added to the user selected record. -->

Role:
<tc:loop select="DetailList"><tc:data select="Category/Name" />

</tc:loop></tc:filter></tc:content></tc:document>