Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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On this page
  • What are Context Tags?
  • Using Context Tags
  • Accessing Raw Values
  1. Managing Services

Context Tags

PreviousUsing Document QR CodesNextManaging Workflow Access for Teams

Last updated 1 year ago

What are Context Tags?

A context tag is a way of associating content in a template to the actual data values that will be present in the individual instances of that template. In other words, it is a placeholder or marker that is used to indicate where specific data values should be inserted when the template is instantiated or used to create a new document, page, notification, or other piece of content.

When creating a template, you can use context tags to define specific areas where dynamic data should be inserted when the template is used to create an instance. The dynamic data is retrieved from various sources e.g. form submissions, assessment task form data, user profile info, organization info, and more.

For example, a template for a business letter might include context tags for the recipient's name, address, and date, which can be replaced with actual data when the template is used to create a new letter.

It allows separating the structure of the data and the actual values of that data, so that the same template could be reused with different data values, creating different outputs.

Using Context Tags

In Onestop, context tags are used in document templates, notification templates, field labels, field help text, and more.

  • When in configuring a template in onestop, you will see a "Use Conext Tags" button

  • Click on the button

  • A popup of all available context tags will appear for you to use

  • The context tag popup has the different tag categories on the left and the tags for the currently selected category on the right as shown below

  • To add a context tag to your template, simply click on the tag you wish to use and it will be appended to your template.

Accessing Raw Values

When using the above context tags, Onestop will render the value in your target e.g. document, email etc. as a pre-rendered HTML value. If you want more control over how the value is rendered, you can opt-in to using the raw value of the field by appending __raw to the tag. This will expose the raw json value of the field entry and you can use the Django Templating Language in your template to render more complex UI logic e.g. for loops.

Context Tags button
Tag categories and tags