Template-Resources

introduction the builder automatically retrieves all fields (both standard and custom) from the selected master object in addition to these, you may need data from other associated records, record collections or fields required to configure e signature recipients to support these requirements, cloudfiles allows you to create resources how to create resources y ou can create resources by clicking " resources " hyperlink in the cloudfiles add in and selecting + create new resource configuring a resource depending on the resource type selected, you can configure object type (e g deal, company, contact) filters to control which records are fetched limits to restrict the number of records returned (for collections) once configured, these resources become available inside the document template and can be used just like standard fields during document generation supported cloudfiles resources cloudfiles supports the following resource types docid\ wieruf2u4uqbpslpyhvkx a record single variable represents a single record and holds all its field values it is ideal for working with a specific data entry, such as a contact, company or deal the record can either be related to the main template object or be an independent record fetched using filter criteria docid\ pet7dgxb3nirymhnjset1 a record collection variable represents a group or list of records from a hubspot object it stores multiple records that meet defined criteria and is typically used when you need to work with repeating data entries, such as a list items, orders or quotes within your document docid\ mvz5waxad2y5eiy 0kad the recipient resource allows you to define the individuals who will receive and sign generated documents via docusign this resource holds information such as the recipient’s name and email address, which are critical for routing the document to the right person for e signature combining resources for advanced logic you can combine different types of resources to create more dynamic templates for example,field values from a record single variable can be used to filter a record collection variable , allowing you to narrow down the collection based on a specific record’s attributes