To refer to a field value from only the first row of ReportData or QueryData dataset, you may create a field with the “formal” naming convention: {{DatasetName.FieldName}}

  • Where:
    • DatasetName corresponds to the name of the dataset from the Template Builder window.
    • FieldName is the field name copied to the clipboard from the Template Builder.

For fields from Master, Org or User, you may omit the DatasetName (and the dot) and simply refer to the field name.

{{ReportData.Full_Name}}

Tips and Tricks

If this technique is used with a ReportData or QueryData sheet, data is drawn from the first row of the data. To use other rows from the data set, use either the Nth Row naming convention or a Detail Region.

This naming convention only works within Text Boxes and Shapes. It does not work within Detail Regions or Special Fields.