Map Entity Data to a Bookmark
After you've grouped the bookmarks in a report, you'll need to map entity data to each bookmark.
By mapping entity data to a bookmark, you can specify what entity information should be included in the report.
For Word import templates you can map bookmarks to entity attributes, whose values are imported.
To map entity data to a bookmark:
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Open the template you want to edit.
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Select the Content subtab.
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Select the bookmark you want to map entity data to.
You can only map one value to one bookmark.
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Do one of these things:
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Double-click the bookmark.
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Select the Options
icon > Select Add Mapping.
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Right-click the Content table > Select Add Mapping.
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Select the Content subtab. The:
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Group field shows the name of the bookmark group.
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Entity type field shows the type of entity you're creating a mapping for.
The type of entity determines the data you can include in the report.
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Bookmark field shows the name of the bookmark you're mapping entity data to.
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Select the bookmark you want to map entity data to.
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Select OK.
The selected attribute or field shows in the Data Mapping column for that bookmark.
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Select Save.