Insights Templates: Modify and Save Parameter Defaults

Setting default values for parameters on document templates will effectively build in a permanent filter to the template for when it is run in-app.

Click the Field List icon.
Expand the Parameters at the bottom of the list.
Select the parameter you want to modify.
Click the pencil icon (once in the parameter settings, you can select other parameters and modify them without going back to the field list)
1. The Edit Parameters window will open.
2. The list of existing parameters is on the left.
3. The Value field represents the default setting that needs to be changed and saved to modify the template behavior.

The following parameters are set automatically when running the template in VenueOps:
- EventId (listed in the URL)
- EventOrderId (*last set of digits on any previously generated event order)
- InvoiceId (*last set of digits on any previously generated invoice)
- ContactId (listed in the URL)
- PaymentId (listed in the URL)
- CreditId (*last set of digits on any previously generated invoice)
- ExhibitorOrderId (*last set of digits on any previously generated exhibitor service order)
- ExhibitorInvoiceId (*last set of digits on any previously generated exhibitor invoice)
These don’t affect the behavior of the template.
If you change the default parameter value in the Insights designer, it will be overwritten when you run the template in-app.
🚩*Insert video links - how to find these id #'s in app🚩

Most standard template types don't have configurable parameters, but they do exist for these template types:

The following parameters can be configured in the Insights designer based on the needs of the venue:

Select Yes in the parameter configuration to show the inventory instructions.
Select No in the parameter configuration to hide the inventory instructions.

The template has the ability to filter on Function Type. Function Type isn't a required field, so Null values exist when there is no Function Type assigned.
Select Yes in the parameter configuration to show functions that have no function type set.
Select No in the parameter configuration to hide functions that have no function type set.

You must use the preview to determine the department id # (here is how to do that?)
In the designer, click Preview.
Under Preview Parameters, click to open the Department(s) dropdown.
- The department id is listed inside the parentheses.
  - Example: department-2
  - Write down the department id’s exactly as listed to input on the parameter configuration page.
  - To set the Default Values for specific departments, edit the Departments parameter.
    - Un-check Select All Values
    - Click the + icon (once for each department that needs to be included).

You must use the preview to determine the Function Type name.
In the designer, click Preview.
Under Preview Parameters, click to open the Include Function Type(s) dropdown.
Write down the function types exactly as listed to input on the parameter configuration page.
To set the Default Values for specific function types, edit the FunctionType parameter.
- Un-Select the ‘Select All Values’ selection as seen in the screenshot below.
- Click the + icon (once for each function type that needs to be included).
- Type the Function Type as found in the 'Include Functions Type(s): parameter dropdown in the report preview. Capitalization matters. These will not be IDs, just the names.

This parameter setting will tell the report how to set the 1st, 2nd and 3rd levels of grouping for the Department Requirements section.
You must use the preview to determine the Grouping name.
In the designer, click Preview.
- Under Preview Parameters, click to open the Include Grouping dropdown.
- Write down the Grouping exactly as listed to input on the parameter configuration page.
To set the Default Values for specific function types, edit the Grouping parameter.
- Type the Grouping Name from the Grouping parameter dropdown in the report preview. Capitalization matters. You can ONLY SELECT ONE.

This parameter setting will tell the report whether individual package components should be displayed or just the Package name and price.
To set the Default Value, edit the PackageDetails parameter.
Select No in the parameter configuration to show the package header and every component of the package.
Select Yes in the parameter configuration to hide the package components and only display a row with the Package Name and package total.

This parameter setting will tell the report whether to display individual package components' pricing or only the pricing for the entire package.
To set the Default Value, edit the PackagePricing parameter.
Select Package Summary in the parameter configuration to show only pricing for the entire package and no pricing for each component.
Select Package Item Details in the parameter configuration to show the pricing for each component of a package and then show a summary total.

This parameter setting will tell the report to hide or display the summary section before the financial calculations near the end of the report. The section gives a summary of 1 row per department with financials.
To set the Default Value, edit the PackageDetails parameter.
Select No in the parameter configuration to show the financial summary section in the report.
Select Yes in the parameter configuration to hide the financial summary section in the report.

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