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    Documentation Archive
  • Custom channels guide
  • Entity field configuration

Entity field configuration

Description​

For each platform object associated with channels, you can set the following fields:

Layout is responsible for the arrangement of fields on forms. You can select several options for one-, two-, three- and four-column displays. Each line can have its own set of columns.

Layout elements​

When you click to add an element to Layout, you can select its type.

  1. Layout element is a field of this type does not store data, but simply helps to group or describe the main fields. Available elements of this type:
  • message;
  • header;
  • divider.
  1. Field that directly store data. They are accessed through the keyword of a specific entity using a template language. Types of fields:
  • int;
  • string;
  • bool;
  • json;
  • text;
  • html;
  • file;
  • enum;
  • color.
caution

The set of available field types may vary depending on the entity.

The Entity field is configured separately. Layout has an Add entity button. It allows you to add a field with an external entity attached. It takes up the entire line in Layout. Setting up the external entity itself is described here.

Setting up a field with an associated entity​

Shortname is the name by which the data of the external entity in the pipeline will be accessed. (template language).

Entity button description is the name of the button that opens editing of the external entity in the interface.

Entity is an entity that is bound to a field.

Entity operation is a selection of entity operation (Entities), the result of which will be written to this field.

Select entity from list is available only for the List operation. If set, you will need to select from the list which data to save. Activates the Multiple selection and Save selected entity options for configuration.

Multiple selection is available only for the List operation. Turns multi-select mode on or off. If disabled, only one element can be selected.

Save selected entity is available only for the List operation. Sets whether to save data in a field while setting it up or to automatically load fresh data when a mailing is launched.

For example, for the field configuration in the screenshot above, let's assume that the List operation returned the following array of objects:

[
{
"id": 1,
"name": "Segment 1"
},
{
"id": 2,
"name": "Segment 2"
},
{
"id": 3,
"name": "Segment 3"
},
{
"id": 4,
"name": "Segment 4"
}
]

In the interface with this setting, the field will look like this (provided that the output form of the List operation is configured accordingly in the entities):

The screenshot shows that 2 segments are selected: Segment 1 and Segment 3. Then the following data array will be saved in the field:

[
{
"id": 1,
"name": "Segment 1"
},
{
"id": 3,
"name": "Segment 3"
}
]

In a Pipelines, for example, if a field is configured in Mailing, it will be possible to access the stored data (template language). For example, like this:


Templates:

"$mailing.segment.%1.name"
or
"$mailing.segment"
or
"$$mailing.segment[some_field]": ["[$]id"]

Result:

"Segment 3"

[{ "id": 1, "name": "Segment 1" }, { "id": 3, "name": "Segment 3" }]

["13"]

If the Select entity from list option is disabled, the data list cannot be edited. All data will be recorded in the field.

Last updated on Nov 9, 2023
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Creating and configuring a channel
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Template language
  • Description
  • Layout elements
  • Setting up a field with an associated entity
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