Adding Reference Table Values to Documents

You can create templates for deliverables, activities, gate documents, and reports that contain values or the entire table from reference tables available within Accolade. Embedding references to reference tables allows you to pull additional data into templates, while updating the values in only the reference table. The values in the template update with the current reference table value when users download the template or document version and refresh the data.

You can add reference table values using the Accolade Office Extensions add-in, or using Accolade field codes. You can also add a reference table in its entirety using a specially named worksheet within a spreadsheet file.

Note:  Anyone in your organization can create a template that includes an embedded reference table, if they have access to the reference table itself. However, only Administrators and Process Designers with the Template Access user role can add templates to the Template Library, which is the repository for templates available within Accolade.

To add entire reference tables using specially named worksheets:

To include an entire reference table, you need to know the reference table's system name as set in Accolade.

1. Open the spreadsheet and save the file to a convenient location on your computer using a file name that clearly identifies the purpose of the document.
2. Rename the worksheet containing the reference table as SGM_RT_<system name>, where <system name> is the system name of the reference table to display.

You can either hide the worksheet containing the reference table, or show it and add other content to it. Note that the reference table's top left cell starts in cell A1. If you add content outside the table's cell range, that content could be overwritten if later versions of the table are larger. Accolade fields added to the worksheet are also refreshed.

3. Save the file to Accolade or add the file to the Template Library as a Process Document type.

To add a reference table cell value using Accolade field codes:

1. Open the document and save the file to a convenient location on your computer using a file name that clearly identifies the purpose of the document.
2. Where needed, add the Accolade field code that points to the reference table and column you want to include:

{*REFTABLE:<TableSystemName> #RowID=(row ID) #ColumnID=<ColumnSystemName>*}