Introduction
Hiro's Templates system enables you to upload Word documents, whereupon variables inserted inside the document can be automatically translated to data stored in Hiro. Hiro template variables are made up of two parts, the record type, and the data type for that record, surrounded by tilde symbols, like follows:
When you insert multiple variables for the same record type, but where each variable has a different data type, Hiro will only ask you to provide a single record for all variables. For example, if your docx template file has the following variables in it:
Attention: ~individual_name~
~individual_linkedcompany_name~
~individual_mailing_address~
~individual_mailing_suburb~ ~individual_mailing_state_abbreviation~ ~individual_mailing_postcode~
..., when you then generate a new file using the Templates page for this template document, in the produced docx file, this text will be replaced to appear like follows:
Attention: Elroy Jetson
Spacely Sprockets Pty Ltd
PO Box 123
Brisbane QLD 4001
Check out this article for further information about how variables work, as well as seeing the full list of variables available.
Use "Groups" for multiple instances of a record type
You might have an instance where you want to insert multiple variables where the record type in the variable is the same, but you want two insert data for two different records from Hiro. For example, you might want to insert information about two different Address Book contacts into the same document.
If you need to add multiple instances of the same record type, you will need to add grouping information to let Hiro know you want to retrieve multiple records.
To instruct Hiro to group particular variables together for a record type, add the pipe symbol just before the last tilde, followed by a digit to denote the group. The number can be any digit, but we recommend starting at "1".
In the above example, you could add different variables for a single Address Book contact to retrieve data for that contact, but then add a different set of records that include "|2" as the group number to tell Hiro you want to pull data for a second contact from the Address Book.