Variables & Templating Skill

What problem does it solve?

This Skill solves the problem of producing personalized, correctly routed documents and messages at burst time without manually editing filenames, paths, or email content for every output.

Core Features & Use Cases

• Built-in runtime variables for burst tokens, input document metadata, extracted file paths, and timestamped archiving (e.g., burst_token, input_document_name, now?string formats).
• User-defined variables extracted from your source reports (PDF XML-style tags <0>...</0> through <19>...</19>, or Excel burst metadata via a userVariables column).
• Configurable application points where variables can be used, including burst file names, output/backup/quarantine folders, FTP/SFTP/HTTP upload commands, and email fields (To/CC/BCC, subject, body, and mail server settings).
• Use Case: Generate customer- and date-specific invoice PDFs and emails by naming files like ${var1}-${burst_token}-${var0}.pdf and archiving them into customer/year-quarter folders automatically.

Quick Start

Use this Skill to replace placeholders such as ${burst_token} and ${var0} in your burst file name, folder, and email subject/body so each produced document and message is personalized from the report runtime.