Information Tree

TABLE OF CONTENTS

• Overview
• Structure of the Information Tree
• Building Block types
• Adding building blocks
• Referencing building blocks in the template
• Organizing large trees
• Good to know

Define the data structure used by your template

Overview

The Information Tree is where you define the data structure used by a template.
It contains all fields, groups, and logic that control how information is collected and inserted into your document.

Each building block in the tree represents a piece of data or a structural component. These building blocks can be referenced in the rich-text editor to dynamically insert values into the generated document.

The Information Tree allows you to:

• Define input fields for users
• Organize data into logical structures
• Create conditional sections
• Repeat sections of content
• Build complex data models for templates

Together with the template editor and data transformations, the Information Tree forms the foundation of how a document is generated.

Information tree with building blocks

Structure of the Information Tree

The Information Tree is hierarchical.
Building Blocks can contain other building blocks, allowing you to create nested structures.

For example, a document may contain a group called Customer data which includes fields such as:

• Name
• Address
• City
• Postal code
• Country

Grouping related fields together improves organization and helps create structured data behind the scenes.

The structure of the Information Tree also defines how data appears in the form shown to end users.

Building Block types

When adding a building block to the Information Tree, you can choose from several different types.

Each building block type serves a specific purpose and helps define how data is collected and structured.

Adding building blocks

To add a new building block to the Information Tree:

1. Locate the position where you want to add the building block.
2. Click the "+" button next to the relevant section or group.
3. Select the building block type you want to add.

Adding a building block to the Information Tree

Once added, the building block becomes part of the tree structure and can be configured using its settings.

Referencing building blocks in the template

Building Blocks from the Information Tree can be inserted into the document using the rich-text editor.

When inserted, they appear as dynamic tokens that represent the building block’s value.

For example:

• A Name building block can be inserted to display the recipient’s name.
• A Date building block can populate a letter date.
• A Select building block can control which content blocks appear.

When the document is generated, Omnidocs Create replaces these tokens with the actual data provided by the user or integrations.

Organizing large trees

As templates grow more complex, the Information Tree can contain many building blocks.

To keep the structure manageable:

• Use Groups to organize related fields.
• Separate logic using Elements.
• Use Repeats for lists or repeating sections.
• Choose clear and descriptive building block names.

A well-structured Information Tree makes templates easier to maintain and understand.

Good to know

Data Structure

Behind the scenes, the Information Tree defines the data structure used by the template.

Each building block creates a corresponding key in the data model. This data model is used when inserting values into templates and when performing data transformations.

Building block keys

Each building block contains a unique key that identifies it in the data structure.

These keys are used internally when referencing the building block in templates, transformations, and integrations.

Keys are automatically generated when a building block is created.