Appendix: Wordkeys¶

The following wordkeys are available in different areas of the system when generating documents from templates. Wordkeys should be placed in your templates, wrapped in double angle-brackets. Eg: <<AnimalName>>

Organisation Keys¶

These keys are available in all types of documents.

Organisation / Organization: The shelter’s name
OrganisationAddress / OrganizationAddress: The shelter’s address
OrganisationTown / OrganizationCity: The shelter’s town / city
OrganisationCounty / OrganizationState: The shelter’s county / province / state
OrganisationPostcode / OrganizationZipcode: The shelter’s zip or postal code
OrganisationTelephone / OrganizationTelephone: The shelter’s telephone number
OrganisationEmail / OrganizationEmail: The shelter’s email address
Date: Today’s date
Database: The name of the database (or account number if using sheltermanager.com)
Signature: A signature:placeholder image for inserting a signature later (default 150px wide)
Signature100 /Signature150 / Signature200 / Signature300: Controls the max width of the signature while retaining aspect ratio
SignatureDate: The date that the document was signed
SignatureIP: The IP address of the signee
SignatureUA: The signees user agent (browser and operating system information)
Username: The current user generating the document
UserRealname: The real name of the user generating the document
UserEmailAddress: The email address of the user generating the document
UserSignature: An image tag containing the electronic signature of the user generating the document (default 150px wide)
UserSignature100 / UserSignature150 / UserSignature200 / UserSignature300: Controls the max width of the signature while retaining aspect ratio
UserSignatureSrc: Just the src attribute value so the signature can be applied to your own image tag (eg: to override size)

Animal Keys¶

Animal keys are available for documents generated from the animal details and movement screens.

DocumentImgLink: An <img> tag containing a link to the animal’s preferred document image. The image will be 200px high. You can also suffix a pixel height in increments of 100 upto 500px if you would like the image to be larger, eg: <<DocumentImgLink300>>, <<DocumentImgLink400>>, <<DocumentImgLink500>>
DocumentImgSrc: Just the src attribute value for an image link to the preferred document image.
DocumentImgThumbLink: An <img> tag containing a link to a thumbnail of the animal’s preferred document image.
DocumentImgThumbSrc: Just the src attribute value for a thumbnail link to the preferred document image.
DocumentQRLink: An <img> tag containing a link to QR code that references a URL to the animal’s record within ASM. Supports an optional pixel height suffix with the following values: 50, 100, 150, 200, eg: <<DocumentQRLink100>>
DocumentQRShare: An <img> tag containing a link to a QR code that references a URL to the “share a link to this animal” public page for the animal. Supports an optional pixel height suffix with the following values: 50, 100, 150, 200, eg: <<DocumentQRShare>>, <<DocumentQRShare200>>
ShelterCode: The animal’s shelter code
ShortShelterCode: The shortened version of the shelter code
Age: The animal’s age in readable form (eg: “6 weeks”, “5 years”)
AgeYM: The animal’s age in years and months (eg: “5 years and 6 months”)
Description / AnimalComments: The animal description box.
DescriptionAttr: The descriptionfield, but truncated to 100 characters with linebreaks suppressed and double quotes escaped to use in an HTML attribute
HealthProblems: The health problems field
LitterID / AcceptanceNumber: The litter reference / acceptance number
AddressOfPersonBroughtAnimalIn: The full address of the person who brought the animal in
AnimalName: The animal’s name
AnimalTypeName: The animal’s type
BaseColourName (BaseColorName for US users): The animal’s colour
BreedName: The animal’s breed. If the “Use single breed field” option is not set and the animal is a crossbreed, ASM will output the this field as “Breed 1 / Breed 2” to indicate that the animal is a cross of two breeds.
InternalLocation / LocationName: The animal’s location within the shelter
LocationDescription: The description field from the animal’s internal location
LocationUnit: The location unit (eg, pen or cage number)
LocationSite: The site the location is at
DisplayLocation: Either the internal location if the animal is on shelter, a movement type/person for animals leaving the shelter or a deceased reason if the animal is no longer alive
UnitSponsor (only available in HTML website templates): Returns the name of the sponsor of the unit the animal is currently in
CoatType: The animal’s coat type
AnimalFlags: A list of the flags assigned to an animal, separated by commas.
AnimalFlagsEmblems: Like AnimalFlags, but if you have assigned a custom emblem to a flag, outputs that emblem before the flag name
AnimalFlagsEmblemsX: Like AnimalFlagsEmblems but excludes flags with no emblem
AnimalFlagsEmblemsOnly: Like AnimalFlagsEmblems, but only outputs the emblem and not the flag name
AnimalFlagsEmblemsOnlyX: Like AnimalFlagsEmblemsOnly but only excludes flags with no emblem
AnimalCreatedBy: The user who created the animal record (AnimalCreatedByName for full user name)
AnimalCreatedDate: The date the animal record was created
DateBroughtIn: The date the animal was first brought to the shelter
TimeBroughtIn: The time of day the animal was first brought to the shelter
MonthBroughtIn: The month the animal was first brought to the shelter
DateOfBirth: The animal’s date of birth
EstimatedDOB: The word (estimated) if the estimated date of birth flag is ticked on the animal, or a blank string if not.
AgeGroup: The animal’s age group (the defaults are Baby, Adult, Young Adult and Senior). These can be configured under the Settings->Options screen.
DisplayAge: If the EstimatedDOB flag is set, outputs the age group, if not, outputs a string representation of the animal’s age.
DisplayDOB: If the EstimatedDOB flag is set, outputs the age group, if not, outputs the animal’s date of birth.
HoldUntilDate: If the animal is held, the date it will be held until
DeceasedDate: The date the animal died (if applicable)
DeceasedNotes: The comments on the animal’s death
DeceasedCategory: The deceased category for the animal
Declawed: “Yes” if the animal has been declawed
AnimalID: The animal’s internal ID number
BondedAnimal1Name: The name of the first animal this animal is bonded to
BondedAnimal1Code: The code of the first animal this animal is bonded to
BondedAnimal2Name: The name of the second animal this animal is bonded to
BondedAnimal2Code: The code of the second animal this animal is bonded to
BondedAnimal1Microchip: The microchip number of the first animal this animal is bonded to
BondedAnimal2Microchip: The microchip number of the second animal this animal is bonded to
BondedNames: returns the name with bonds eg: AnimalName / BondedAnimal1Name / BondedAnimal2Name
BondedCodes: returns the codes with bonds eg: ShelterCode / BondedAnimal1Code / BondedAnimal2Code
BondedMicrochips: returns all microchip numbers eg: MicrochipNumber / BondedAnimal1Microchip / BondedAnimal2Microchip
Fee: The animal’s adoption fee if you are using per-animal adoption fees
LicenceNumber / LicenseNumber: The latest licence number on file for this animal from the licence tab
Microchipped: “Yes” if the animal has been microchipped
MicrochipNumber: The animal’s microchip number
MicrochipNumber2: The animal’s second microchip number if it has one
MicrochipDate: The date the animal was microchipped
MicrochipDate2: The date the animal received a second microchip
MicrochipManufacturer: The manufacturer of the microchip
MicrochipManufacturer2: The manufacturer of the second microchip
Tattoo: “Yes” if the animal has an identifying tattoo
TattooNumber: The tattoo number
TattooDate: The date the tattoo was applied
CombiTested (FIVLTested for US users): “Yes” if the animal has been combi-tested (or FIV/L testing for the US)
CombiTestDate (FIVLTestDate for US users): The date of the test
CombiTestResult (FIVResult for US users): The test result - Positive or Negative.
FLVResult: The result of the FLV test - Positive or Negative
HeartwormTested: “Yes” if the animal has been heartworm tested.
HeartwormTestDate: The date of the test
HeartwormTestResult: The result - positive or negative
HiddenComments / HiddenAnimalDetails: The hidden comments box
AnimalLastChangedBy: The user who last changed the animal record (AnimalLastChangedByName for full user name)
AnimalLastChangedDate: The date record was last changed
Markings: The markings box
Warning: The warning box
NameOfOwnersVet: The owner’s vet box
HasSpecialNeeds: “Yes” if the animal has the box ticked for special needs on the vet tab
Neutered: “Yes” if the animal has been neutered/spayed (usually called “altered” or “fixed” in the US)
NeuteredDate: The date the animal was neutered
PickupAddress: The pickup address
PickupLocationName: The pickup location set on the animal
AnimalJurisdiction: The animal’s jurisdiction
CoordinatorName: The name of the adoption coordinator
CoordinatorFirstname / CoordinatorForeNames: The first name(s) of the adoption coordinator
CoordinatorLastname / CoordinatorSurname: The last name of the adoption coordinator
CoordinatorHomePhone: The home phone number of the adoption coordinator
CoordinatorWorkPhone: The work phone number of the adoption coordinator
CoordinatorMobilePhone / CoordinatorCellPhone: The mobile phone number of the adoption coordinator
CoordinatorEmail: The email address of the adoption coordinator
BroughtInByAddress: The address of the person who brought the animal in
BroughtInByName: The name of the person who brought the animal in
BroughtInByTown: (BroughtInByCity for US users)
BroughtInByCounty: (BroughtInByState for US users)
BroughtInByPostcode: (BroughtInByZipcode for US users)
BroughtInByHomePhone: The home phone number of the person who brought the animal in
BroughtInByWorkPhone: The work phone number of the person who brought the animal in
BroughtInByMobilePhone: (BroughtInByCellPhone for US users)
BroughtInByEmail: The email address of the person who brought the animal in
BroughtInByJurisdiction: The jurisdiction of the person who brought the animal in
BroughtInByIDNumber: The identification number (driving licence, passport, etc) of the person who brought the animal in
BroughtInBy Additional Fields: Additional fields on the brought in by person can be accessed via BroughtInByFIELDNAME
OriginalOwnerAddress: The address of the animal’s original owner
OriginalOwnerName: The name of the animal’s original owner
OriginalOwnerTown (OriginalOwnerCity for US users): The town of the animal’s original owner
OriginalOwnerCounty (OriginalOwnerState for US users): The county of the animal’s original owner
OriginalOwnerPostcode (OriginalOwnerZipcode for US users): The original owner’s post/zipcode
OriginalOwnerHomePhone: The original owner’s home phone number
OriginalOwnerWorkPhone: The original owner’s work phone number
OriginalOwnerMobilePhone: The original owner’s mobile phone number
OriginalOwnerEmail: The original owner’s email address
OriginalOwnerIDNumber: The original owner’s identification number (driving licence, passport, etc)
OriginalOwnerJurisdiction: The jurisdiction of the original owner
OriginalOwner Additional Fields: Additional fields on the original owner can be accessed via OriginalOwnerFIELDNAME
CurrentOwnerName: The name of the animal’s current owner (fosterer or adopter)
CurrentOwnerTitle: The title of the current owner
CurrentOwnerFirstname / CurrentOwnerForenames: The first name(s) of the current owner
CurrentOwnerLastname / CurrentOwnerSurname: The last name of the current owner
CurrentOwnerAddress: Current owner’s address
CurrentOwnerTown: (CurrentOwnerCity for US users)
CurrentOwnerCounty: (CurrentOwnerState for US users)
CurrentOwnerPostcode: (CurrentOwnerZipcode for US users)
CurrentOwnerHomePhone: Current owner’s home phone number
CurrentOwnerWorkPhone: Current owner’s work phone number
CurrentOwnerMobilePhone: Current owner’s cell/mobile phone number
CurrentOwnerEmail: Current owner’s email address
CurrentOwnerIDNumber: The current owner’s identification number (driving licence, passport, etc)
CurrentOwnerJurisdiction: The jurisdiction of the current owner
CurrentOwner Additional Fields: Additional fields on the current owner can be accessed via CurrentOwnerFIELDNAME
ReservedOwnerName: The name of the person with an active reserve on the animal
ReservedOwnerTitle: The title of the reserving person
ReservedOwnerFirstname / ReservedOwnerForenames: The first name of the reserving person
ReservedOwnerLastname / ReservedOwnerSurname: The last name of the reserving person
ReservedOwnerAddress: Reserved owner’s address
ReservedOwnerTown: (ReservedOwnerCity for US users)
ReservedOwnerCounty: (ReservedOwnerState for US users)
ReservedOwnerPostcode: (ReservedOwnerZipcode for US users)
ReservedOwnerHomePhone: Reserved owner’s home phone number
ReservedOwnerWorkPhone: Reserved owner’s work phone number
ReservedOwnerMobilePhone: Reserved owner’s cell/mobile phone number
ReservedOwnerEmail: Reserved owner’s email address
ReservedOwnerIDNumber: The reserving owner’s identification number (driving licence, passport, etc)
ReservedOwnerJurisdiction: The jurisdiction of the reserving owner
ReservationStatus: The active reservation/application status
CurrentVetName: The name of the animal’s current vet
CurrentVetAddress: The address of the animal’s current vet
CurrentVetTown: (CurrentVetCity for US users)
CurrentVetCounty: (CurrentVetState for US users)
CurrentVetPostcode: The postal code of the animal’s current vet
CurrentVetPhone: A phone number for the animal’s current vet
CurrentVetEmail: The email address of the animal’s current vet
CurrentVetLicence / CurrentVetLicense: The veterinary licence number
CurrentVet Additional Fields: Additional fields on the current vet person can be accessed via CurrentVetFIELDNAME
NeuteringVetName: The name of the vet that neutered/spayed the animal
NeuteringVetAddress: The address of the vet that neutered/spayed the animal
NeuteringVetTown: (NeuteringVetCity for US users)
NeuteringVetCounty: (NeuteringVetState for US users)
NeuteringVetPostcode: The postal code of the the vet that neutered/spayed the animal
NeuteringVetPhone: A phone number for the vet that neutered/spayed the animal
NeuteringVetEmail: The email address of the vet that neutered/spayed the animal
NeuteringVetLicence / NeuteringVetLicense: The veterinary licence number
OwnersVetName: The owner’s vet
OwnersVetAddress: The address of the owner’s vet
OwnersVetTown: (OwnersVetCity for US users)
OwnersVetCounty: (OwnersVetState for US users)
OwnersVetPostcode: The postal code of the owner’s vet
OwnersVetPhone: A phone number for the owner’s vet
OwnersVetEmail: The email address of the owner’s vet
OwnersVetLicence / OwnersVetLicense: The veterinary licence number
RabiesTag: The animal’s rabies tag
GoodWithCats: “Yes/No/Unknown/Selective”
GoodWithDogs: “Yes/No/Unknown/Selective”
GoodWithChildren: “Yes/No/Unknown/Selective”
GoodWithElderly: “Yes/No/Unknown/Selective”
GoodOnLead: “Yes/No/Unknown/Selective”
GoodTraveller: “Yes/No/Unknown/Selective”
HouseTrained: “Yes/No/Unknown/Selective”
CrateTrained: “Yes/No/Unknown/Selective”
EnergyLevel: “1-Very low/2-Low/3-Medium/4-High/5-Very high”
DisplayCatsIfGoodWith: Outputs “Cats” if this animal is good with cats
DisplayDogsIfGoodWith: Outputs “Dogs” if this animal is good with dogs
DisplayChildrenIfGoodWith: Outputs “Children” if this animal is good with children
DisplayCatsIfBadWith: Outputs “Cats” if this animal is bad with cats
DisplayDogsIfBadWith: Outputs “Dogs” if this animal is bad with dogs
DisplayChildrenIfBadWith: Outputs “Children” if this animal is bad with children
DisplayXIfCat / DisplayXIfDog / DisplayXIfRabbit / DisplayXIfMale / DisplayXIfFemale: Outputs an X if this animal is a cat, dog, rabbit, male or female (used for form boxes)
DisplayXIfPedigree / DisplayXIfCrossbreed: Outputs an X if this animal is a pure or crossbreed
DisplayXIfNeutered / DisplayXIfFixedMale / DisplayXIfFixedFemale: Outputs an X if this animal is neutered/spayed
DisplayXIfNotNeutered / DisplayXIfEntireMale / DisplayXIfEntireFemale: Outputs an X if this animal is not neutered/spayed
EntryCategory: The entry category of the animal
EntryType: The animal’s entry type from the fixed list (Surrender, Stray, Transfer, etc).
ReasonForEntry: The reason the animal was brought to the shelter
ReasonNotBroughtByOwner: The reason (if any) that the animal was not brought in by the owner
Sex: The animal’s sex
Size: The animal’s size
Weight: The animal’s weight
DisplayWeight: The animal’s weight, shown as either kg or lb/oz according to system display options
SpeciesName: The animal’s species
MostRecentEntry / MostRecentEntryDate: The date the animal most recently entered the shelter (if it was returned from an adoption or fostering for example)
MostRecentMonthEntry: The month the animal most recently entered the shelter
MostRecentEntryCategory: The entry category or return category depending on which happened most recently
TimeOnShelter: A readable string showing the time the animal has spent on the shelter (from the last time it entered), eg: 4 weeks.
DaysOnShelter: The number of days the animal has spent on the shelter
NoTimesReturned: The number of times the animal has been returned to the shelter
AdoptionStatus: A readable string of the animal’s status, eg: Hold, Reserved, Quarantine, Adoptable
HasValidMedia: “Yes” if the animal has a photo flagged for website generation

WebMediaFilename WebMediaNotes

The notes to accompany the picture

WebMediaNew: “Yes” if the animal has not been published via the web publishing tool
WebMediaUpdated: “Yes” if the notes on the media for the animal have been edited since the animal was last published via the web publishing tool
WebsiteVideoURL: The web address of the default video link for this animal
WebsiteVideoNotes: The notes accompanying the video link
AnimalAtRetailer: “Yes” if the animal is currently located at a retailer
AnimalIsAdoptable: “Yes” if the animal is available for adoption
DateAvailableForAdoption: The date animal was first made available for adoption in its current stay in care.
AnimalOnFoster: “Yes” if the animal is in a foster home
AnimalOnShelter: “Yes” if the animal is on the shelter
AnimalPermanentFoster: “Yes” if the animal is a permanent foster
AnimalIsReserved: “Yes” if the animal has been reserved
AnimalIsVaccinated: “Yes” if the animal has at least one vaccination given and no vaccinations due before today that have not been given
MedicalType[type]Due: The date that the animal’s next medical treatment of type is due. type is one from the fixed dropdown list of medical types, eg: MedicalTypeParasite:FleaTreatmentDue
MedicalType[type]Given: The date that the animal’s last treatment of type was given
OutcomeDate: If the animal has left the care of the shelter, the date it left
OutcomeType: How the animal left the shelter (can be a movement type or deceased reason if the animal died)

Qualifiers¶

For situations where a record can be linked to many records, such as an animal with many vaccination or medical records, or a person with many payments, then you must qualify the tokens with a suffix to indicate which of those records you want to access.

n (index)¶

Suffix a token with a number to get the nth record when counting from oldest to newest. Eg:

<<VaccinationName1>> - name of oldest vaccination
<<TestGiven3>> - given date of 3rd test

Last(n)¶

Suffix a token with Last[number] to get the nth record counting from newest to oldest. Eg:

<<VaccinationGivenLast1>> - date given of newest vaccination
<<MedicalDateStartedLast2>> - start date of second newest medical regimen

(name)¶

Suffix a token with the name of a type to get the oldest given record with that type. Eg:

<<VaccinationGivenRabies>> - first date given of type "Rabies"
<<DietDateStartedStandard>> - date first diet on file was started of type "Standard"

Recent(name)¶

Suffix a token with Recent and the name of the type to get the most recently given record of that type. Eg:

<<VaccinationGivenRecentRabies>> - date of most recently given vaccination of type "Rabies"
<<LogCommentsRecentWeight>> - log message of the most recently recorded log of type "Weight"

Note

When constructing names, the tokens will suppress any spaces, so “Rabies 3 Yr” would become “Rabies3Yr”

Due(name)¶

Suffix a token with Due and the name of the type to get the newest ungiven record of that type. Eg:

<<VaccinationRequiredDueRabies>> - required date for the newest ungiven vaccination of type "Rabies"
<<PaymentAmountDueRegular>> - amount for the newest unreceived payment of type "Regular"

Note that the “Due” keyword will not work for medical, vaccination or tests if you have turned off the option to include incomplete medical items from documents under Settings ‣ Options ‣ Documents ‣ Include incomplete medical records when generating document templates

Vaccination Keys¶

You must use a qualifier suffix to access these records.

VaccinationName: The name of the vaccination (eg: Booster)
VaccinationRequired: The date the vaccination is required
VaccinationGiven: The date the vaccination was given
VaccinationExpires: The date the vaccination expires if known
VaccinationBatch: The batch number from the vaccination adminstered
VaccinationManufacturer: The manufacturer of the vaccine
VaccinationRabiesTag: The rabies tag number accompanying this vaccine
VaccinationCost: The cost of this vaccine
VaccinationComments: The vaccination comments
VaccinationDescription: The vaccination description from the lookup data.
VaccinationAdministeringVetName: The name of the vet who administered the vaccination
VaccinationAdministeringVetLicence / VaccinationAdministeringVetLicense: The licence number of the vet who administered the vaccination
VaccinationAdministeringVetAddress: The address of the vet who administered the vaccination
VaccinationAdministeringVetTown / VaccinationAdministeringVetCity: The town/city of the vet who administered the vaccination
VaccinationAdministeringVetCounty / VaccinationAdministeringVetState: The county/state of the vet who administered the vaccination
VaccinationAdministeringVetPostcode / VaccinationAdministeringVetZipcode: The postal/zip code of the vet who administered the vaccination
VaccinationAdministeringVetEmail: The email address of the vet who administered the vaccination

Test Keys¶

You must use a qualifier suffix to access these records.

TestName: The name of the test (eg: FIV)
TestResult: The test result (eg: Positive)
TestRequired: The date the test is required
TestGiven: The date the test was performed
TestCost: The cost of the test
TestComments: The test comments
TestDescription: The test description from the lookup data.
TestAdministeringVetName: The name of the vet who administered the test
TestAdministeringVetLicence / TestAdministeringVetLicense: The licence number of the vet who administered the test
TestAdministeringVetAddress: The address of the vet who administered the test
TestAdministeringVetTown / TestAdministeringVetCity: The town/city of the vet who administered the test
TestAdministeringVetCounty / TestAdministeringVetState: The county/state of the vet who administered the test
TestAdministeringVetPostcode / TestAdministeringVetZipcode: The postal/zip code of the vet who administered the test
TestAdministeringVetEmail: The email address of the vet who administered the test

Medical Keys¶

If you are creating a document from the animal record, then you must use a qualifier suffix to access these records.

Note

For medical regimens, the Recent keyword only looks for those with a status of Completed, while the Due keyword only looks for those with a status of Active.

However, if you create a document from the medical tab of an animal record (or medical book), you can select multiple medical regimens before creating the document and access the information by suffixing a number to the end of the keys listed below (eg: MedicalName1, MedicalStartDate2).

Optionally, you can omit the numeric suffix to access the first selected medical regimen.

MedicalName: The name of the medical treatment
MedicalFrequency: How often the treatment is given (eg: Monthly)
MedicalNumberOfTreatments: The total number of treatments
MedicalStatus: The treatment status (eg: Active)
MedicalDosage: The treatment dosage
MedicalStartDate: The date treatment started
MedicalTreatmentsGiven: How many treatments the animal has had
MedicalTreatmentsRemaining: How many treatments are remaining
MedicalNextTreatmentDue: The date of the next due treatment in the regimen
MedicalLastTreatmentGiven: The date the last treatment was given in the regimen
MedicalLastTreatmentComments: The comments attached to the last treatment given
MedicalCost: The cost of this medical regimen
MedicalComments: The medical comments

Boarding keys¶

Boarding keys are available for use with documents generated from within the boarding tab in animal records.

BoardingFromDate: The date the boarding period started
BoardingToDate: The date the boarding period ends
BoardingDays: The number of days in the boarding period
BoardingDailyFee: The amount of the daily boarding fee
TotalBoardingFee: The total cost of the boarding period

Payment Keys¶

If you are creating a document from the animal or person records, then you must use a qualifier suffix to access these records. The Recent keyword looks for payments that have been received and Due for non-received payments.

However, if you create an invoice/receipt document from the payment tab of a person or animal record (or the payment book), you can select multiple payments before creating the document and access the information by suffixing a number to the end of the keys listed below (eg: PaymentType1, PaymentComments2)

The fields are:

ReceiptNum: If you issue receipts for donations, the receipt number
CheckNum / ChequeNum: The cheque number for the payment
PaymentType: The payment type
PaymentMethod: The payment method
PaymentDate: The date the payment was received
PaymentDateDue: If this is a recurring payment, the date it is due
PaymentGross: The total gross amount of the payment, including any fees and taxes
PaymentFee: Any transaction fees incurred on the payment
PaymentAmount / PaymentNet: The net amount of the payment, excludes any fees and taxes
PaymentQuantity: (if quantities are enabled) The number of items the payment covers
PaymentUnitPrice: (if quantities are enabled) The price per item
PaymentGiftAid: Yes or No if this payment is eligible for UK giftaid
PaymentTax / PaymentVAT: Yes or No if this payment was taxable for sales tax/VAT/GST
PaymentTaxRate / PaymentVATRate: The taxable rate applied
PaymentTaxAmount / PaymentVATAmount: The taxable amount charged
PaymentComments: Any comments on the payment

The following fields are only available to payments generated via invoice/receipt document:

PaymentAnimalName: The name of the animal the payment is linked to
PaymentAnimalShelterCode: The full shelter code of the animal the payment is linked to
PaymentAnimalShortCode: The short shelter code of the animal the payment is linked to
PaymentPersonName: The name of the person the payment is linked to
PaymentPersonAddress: The address of the person the payment is linked to
PaymentPersonCity / PaymentPersonTown: The city of the person the payment is linked to
PaymentPersonState / PaymentPersonCounty: The state of the person the payment is linked to
PaymentPersonZipcode / PaymentPersonPostcode: The zipcode of the person the payment is linked to
PaymentTotalDue: The gross total of all selected payments that have a due date and no received date
PaymentTotalNet / PaymentTotalReceived: The net total of all selected payments that have a received date
PaymentTotalTaxRate / PaymentTotalVATRate: The highest rate of tax applied by any of the selected payments
PaymentTotalTax / PaymentTotalVAT: The total of all sales tax/VAT/GST on the selected payments
PaymentTotal / PaymentTotalGross: The gross total of all received payments

Transport Keys¶

If you are creating a document from the animal or person records, then the same rules apply as for vaccinations and medical records when accessing transports. The Recent keyword looks for transports with the most recent drop off date/time and the Due keyword uses the pickup date/time.

However, if you create a document from the transport tab of an animal record (or the transport book), you can select multiple transports before creating the document and access the information by suffixing a number to the end of the keys listed below (eg: TransportType1, TransportComments2)

The fields are:

TransportID: A unique ID number representing the transport
TransportType: The type of transport
TransportDriverName: The transport driver if known
TransportPickupDateTime / TransportPickupDate / TransportPickupTime: The date and time of the pickup
TransportPickupName: The person the transport is picking up from if known
TransportPickupAddress: The pickup address
TransportPickupCity / TransportPickupTown: The pickup city / town
TransportState / TransportCounty: The pickup state / county
TransportPickupZipcode / TransportPickupPostcode: The pickup zipcode/postcode
TransportPickupCountry: The pickup country
TransportPickupEmail: The email address of the pickup contact
TransportPickupHomePhone: The home phone number of the pickup contact
TransportPickupWorkPhone: The work phone number of the pickup contact
TransportPickupCellPhone / TransportPickupMobilePhone: The mobile phone number of the pickup contact
TransportDropoffName: The person the transport is taking the animal to if known
TransportDropoffDateTime / TransportDropoffDate / TransportDropoffTime: The date and time of the dropoff
TransportDropoffAddress: The dropoff address
TransportDropoffCity / TransportDropoffTown: The dropoff city / town
TransportDropoffState / TransportDropoffCounty: The dropoff state / county
TransportDropoffZipcode / TransportDropoffPostcode: The dropoff zipcode / postcode
TransportDropoffCountry: The dropoff country
TransportDropoffEmail: The email address of the dropoff contact
TransportDropoffHomePhone: The home phone number of the dropoff contact
TransportDropoffWorkPhone: The work phone number of the dropoff contact
TransportDropoffCellPhone / TransportDropoffMobilePhone: The mobile phone number of the dropoff contact
TransportMiles: The distance of the transport in miles (if known)
TransportCost: The cost of the transport
TransportComments: Any comments present for the transport

The following fields are only available to transports generated via the transport tab or book:

TransportAnimalName: The name of the animal being transported
TransportShelterCode / TransportShortCode: The code of the animal being transported
TransportSpecies: The species of animal being transported
TransportBreed: The breed of animal being transported
TransportSex: The sex of the animal being transported

Cost Keys¶

You must use a qualifier suffix to access these records.

CostType: The cost type
CostDate: The date the cost was incurred
CostDatePaid: If the “show cost paid field” option is on, the date the cost was actually paid for
CostAmount: The value of the cost
CostDescription: Any other information about the cost

In addition there are a number of total fields for costs:

TotalVaccinationCosts: The total of all vaccination costs for the animal
TotalTransportCosts: The total of all transport costs for the animal
TotalTestCosts: The total of all test costs for the animal
TotalMedicalCosts: The total of all medical costs for the animal
TotalLineCosts: The total of all cost lines from the cost tab for the animal
DailyBoardingCost: The animal’s daily boarding cost
CurrentBoardingCost: The daily boarding cost multiplied by days on shelter for the animal
TotalCosts: The total of CurrentBoardingCost and all the Total Cost fields.

Diary Keys¶

You must use a qualifier suffix to access the records (animal only).

DiaryDate: The date/time of the diary note
DiaryCompleted: The date the diary note was completed
DiaryFor: Who the diary note is for
DiarySubject: The diary subject
DiaryNote: The diary note text
DiaryComments: Any comments added to the diary note

Diet Keys¶

You must use a qualifier suffix to access these records (animal only).

DietName: The name of the diet
DietDescription: The diet description
DietDateStarted: The date the diet started
DietComments: Any comments on the diet

Log Keys¶

You must use a qualifier suffix to access these records.

LogName: The type of log
LogDate: The date of the log
LogTime: The time of the log
LogComments: The log entry
LogCreatedBy: The person who created the log entry

Movement Keys¶

Movement keys are available for documents generated either from the Move->Adopt screen, or from the animal details screen (in which case the animal’s active movement is assumed if it has one) or movement tabs. Since movements tie together animals and owners, all of the animal and owner keys are also available for movements.

MovementDate: The date the animal was moved (whatever the type)
MovementType: The movement type (eg: Adoption, Foster, Transfer, etc)
MovementNumber: The movement number
MovementComments: The comments from the movement
InsuranceNumber: If your shelter insures animals as they are adopted, the insurance number
ReservationDate: The date the animal was reserved (if it’s a reserve record)
ReservationCancelledDate: The date the reservation was cancelled
ReservationStatus: The status of the selected reservation
ReturnDate: The date the animal was returned from this movement
ReturnNotes: The reason for return notes
ReturnReason: The return category
ReturnedByName: The name of the person who returned the animal
ReturnedByFirstname / ReturnedByForenames: The first name(s) of the person who returned the animal
ReturnedByLastname / ReturnedBySurname: The last name of the person who returned the animal
ReturnedByAddress: The returner’s address
ReturnedByTown: (ReturnedByCity for US users)
ReturnedByCounty: (ReturnedByState for US users)
ReturnedByPostcode: (ReturnedByZipcode for US users)
ReturnedByHomePhone: Returner’s home phone number
ReturnedByWorkPhone: Returner’s work phone number
ReturnedByMobilePhone: Returner’s cell/mobile phone number
ReturnedByEmail: Returner’s email address
ReturnedByIDNumber: The identification number (driving licence, passport, etc) of the person who returned the animal
ReturnedBy Additional Fields: Additional fields on the original owner can be accessed via ReturnedByFIELDNAME
AdoptionDate: The date of the adoption (if this is an adoption, alias for MovementDate)
FosteredDate: The date the animal was fostered (if this is a foster, alias for MovementDate))
TransferDate: The date the animal was transferred (if this is a transfer, alias for MovementDate)
TrialEndDate: The date the trial adoption ends
MovementIsTrial: Yes if this movement is a trial adoption
MovementIsPermanentFoster: Yes if this movement is a permanent foster
MovementPaymentTotal: The total of any payments for this movement
MovementCreatedBy: The user who created the movement record (AdoptionCreatedByName)
MovementCreatedDate: The date the movement was created
MovementLastChangedBy: The user who last changed the movement (AdoptionLastChangedByName)
MovementLastChangedDate: The date the movement was last changed

Person Keys¶

Person keys are available for documents generated from the person and movement screens, they are also available for documents generated from the payment and licence tabs as well as lost animal, found animal and waiting list. For documents generated from the animal screen, the person will be chosen in the following order: Latest movement on file, latest reservation on file, current owner (if the animal is non-shelter) Log keys are available for people, but prefixed with PersonLog instead of just Log.

Title / OwnerTitle / Title2 /: The person’s title
Initials / OwnerInitials / Initials2: The person’s initials
Forenames / OwnerForenames / Forenames2: (Firstnames / OwnerFirstNames / Firstnames2 for US users)
Surname / OwnerSurname / Surname2: (Lastname / OwnerLastName / Lastname2 for US users)
OwnerFlags: A list of the flags assigned to a person, separated by commas.
OwnerComments: Any comments on the person
OwnerWarning: The warning box on the person
OwnerCreatedBy: (OwnerCreatedByName)
OwnerCreatedDate: The date the person record was created
HomeTelephone: The person’s home phone number
OwnerID: The ID of the person record
IDCheck: “Yes” if the owner has been homechecked
HomeCheckedDate: The date this person was homechecked
HomeCheckedByName: The name of the person who homechecked this person
HomeCheckedByEmail: The email address of the person who homechecked this person
HomeCheckedByHomeTelephone: A phone number for the person who homechecked this person
HomeCheckedByMobileTelephone: (HomeCheckedByCellTelephone for US users)
OwnerLastChangedDate: The date this person record was last changed
OwnerLastChangedBy: (OwnerLastChangedByName) - The person who last changed this person record
Address / OwnerAddress: The person’s address
Name / OwnerName: The person’s display name in the selected system display format
Town / OwnerTown: (City / OwnerCity for US users)
County / OwnerCounty: (State / OwnerState for US users)
Postcode / OwnerPostcode: (Zipcode / OwnerZipcode for US users)
Country / OwnerCountry: The country this person lives in
OwnerLookingFor: A summary of the “Looking for” slider on the person’s record
OwnerJurisdiction: The person’s jurisdiction
OwnerSite: The site this person is linked to
WorkTelephone / WorkTelephone2: The person’s work telephone number
MobileTelephone / MobileTelephone2: (CellTelephone / CellTelephone2 for US users)
EmailAddress / EmailAddress2: The person’s email address
OwnerDateOfBirth / OwnerDateOfBirth2: The person’s date of birth
IDNumber / IDNumber2: The person’s identification number (driving licence, passport, national ID card, etc)
MembershipNumber: The person’s membership number
MembershipExpiryDate: The date this person’s membership with the shelter expires
PersonDocumentImgLink: An <img> tag containing a link to the person’s preferred document image. The image will be 200px high. You can also suffix a pixel height in increments of 100 upto 500px if you would like the image to be larger, eg: <Person<DocumentImgLink300>>, <<PersonDocumentImgLink400>>, <<PersonDocumentImgLink500>>
PersonDocumentImgSrc: Just the src attribute value for an image link to the preferred document image.

Citation Keys¶

You must use a qualifier suffix to access these records.

Note

The Recent keyword returns citations where the fine is paid where Due returns unpaid.

CitationName: The type of citation being issued
CitationDate: The date of the citation
CitationComments: Any comments on the citation
FineAmount: The fine amount
FineDueDate: The date the fine is due to be paid
FinePaidDate: The date the fine was paid

Equipment Loan Keys¶

You must use a qualifier suffix to access these records.

Note

The Recent keyword returns returned trap loan records where Due is unreturned.

EquipmentTypeName: The type of equipment being loaned
EquipmentLoanDate: The date the equipment was loaned
EquipmentDepositAmount: The amount of deposit on the loan
EquipmentDepositReturnDate: The date the deposit was returned
EquipmentNumber: The equipment number of the trap being loaned
EquipmentReturnDueDate: The date the equipment is due for return
EquipmentReturnDate: The date the equipment was returned
EquipmentComments: Any comments on the equipment loan

Licence Keys¶

Licence keys are only available for documents generated for a single licence under the licence tab or licencing book (or for licence reminder emails as configured under Settings ‣ Options ‣ Reminder Emails).

Keys for the person purchasing the licence are also present and if the licence is linked to an animal, animal keys are also present.

Note

You can use “Licence” or “License” when accessing these keys - either will work.

LicenceTypeName: The type of licence purchased
LicenceNumber: The unique number of the licence
LicenceFee: The fee for the licence
LicenceIssued: The date the licence was issued
LicenceExpires: The date the licence expires
LicenceComments: Any comments from the licence record
LicenceRenewLink: A clickable link to “pay and renew this licence”. Links to the licence checkout.
LicenceRenewSrc: The link target only for renewing so that you can build your own link

Voucher Keys¶

Voucher keys are only available for documents generated for a single voucher under the voucher tab or the voucher book. Keys for the person the voucher has been issued to are also present and if the licence is linked to an animal, animal keys are also present.

VoucherTypeName: The type of voucher
VoucherCode: The voucher’s unique code
VoucherVetName: The vet or other organisation the voucher can be redeemed with
VoucherVetAddress: The address of the vet or other organisation the voucher can be redeemed with
VoucherVetTown / VoucherVetCity: The city of the vet or other organisation the voucher can be redeemed with
VoucherVetCounty / VoucherVetState: The state of the vet or other organisation the voucher can be redeemed with
VoucherVetPostcode / VoucherVetZipcode: The zipcode of the vet or other organisation the voucher can be redeemed with
VoucherVetPhone: The phone number recorded in the work phone field of the vet or other organisation the voucher can be redeemed with
VoucherVetEmailAddress: The email address of the vet or other organisation the voucher can be redeemed with
VoucherValue: The amount the voucher can be redeemed for if appropriate
VoucherIssued: The date the voucher was issued
VoucherExpires: The date the voucher expires
VoucherRedeemed: The date the voucher was redeemed/used
VoucherComments: Any comments about the voucher

Incident Keys¶

Incident keys are only available for documents generated with the document button on a single incident. Log keys are available for incidents, but prefixed with IncidentLog instead of just Log.

IncidentNumber: The unique incident number
IncidentCode: The incident code
IncidentDate: The date of the incident
IncidentTime: The time of the incident
IncidentTypeName: The type of incident
CallDate: The date of the call
CallTime: The time of the call
CallerName: The name of the caller
CallerAddress: The address of the caller
CallerTown / CallerCity: The city of the caller
CallerCounty / CallerState: The state of the caller
CallerPostcode / CallerZipcode: The zipcode of the caller
CallerHomeTelephone: The caller’s home number
CallerWorkTelephone: The caller’s work number
CallerMobileTelephone / CallerCellTelephone: The caller’s mobile number
CallNotes: Any notes about the call.
CallTaker: The username of the staff member that took the call
DispatchDate: The date an ACO was dispatched
DispatchTime: The dispatch time
DispatchAddress: The address an ACO was dispatched to
DispatchTown / DispatchCity: The city an ACO was dispatched to
DispatchCounty / DispatchState: The state an ACO was dispatched to
DispatchPostcode / DispatchZipcode: The zipcode an ACO was dispatched to
PickupLocationName: The pickup location set on the incident
IncidentJurisdiction: The incident jurisdiction
RespondedDate: The date the incident was attended by an ACO
RespondedTime: The time the incident was attended by an ACO
FollowupDate: The date the incident is due for followup
FollowupTime: The time the incident is due for followup
FollowupDate2: The date the incident is due for followup
FollowupTime2: The time the incident is due for followup
FollowupDate3: The date the incident is due for followup
FollowupTime3: The time the incident is due for followup
CompletedDate: The date the incident was completed
CompletedTypeName: The completion code/name
AnimalDescription: A description of any animals involved in the incident
SpeciesName: The species of animal(s) involved in the incident
Sex: The sex of the animal(s) involved in the incident
AgeGroup: The age group of the animal(s) involved in the incident
SuspectName: The name of the main suspect
SuspectAddress: The suspect’s address
SuspectTown / SuspectCity: The suspect’s city
SuspectCounty / SuspectState: The suspect’s state
SuspectPostcode / SuspectZipcode: The suspect’s postal/zip code
SuspectHomeTelephone: The suspect’s home number
SuspectWorkTelephone: The suspect’s work number
SuspectMobileTelephone / SuspectCellTelephone: The suspect’s mobile number
Suspect1Name: The name of the first suspect
Suspect2Name: The name of the second suspect
Suspect3Name: The name of the third suspect
VictimName: The name of the victim
VictimAddress: The address of the victim
VictimTown / VictimCity: The victim’s city
VictimCounty / VictimState: The victim’s state
VictimPostcode / VictimZipcode: The victim’s postal/zip code
VictimHomeTelephone: The victim’s home number
VictimWorkTelephone: The victim’s work number
VictimMobileTelephone / VictimCellTelephone: The victim’s mobile number
DocumentImgLink: An <img> tag containing a link to the incident’s preferred document image. The image will be 200px high. You can also suffix a pixel height in increments of 100 upto 500px if you would like the image to be larger, eg: <<DocumentImgLink300>>, <<DocumentImgLink400>>, <<DocumentImgLink500>>
DocumentImgSrc: Just the src attribute value for an image link to the preferred document image.

Incident Animal Keys¶

Incident animal keys allow accessing of the animals linked to an incident. Each animal is indexed with a number for ascending (eg: AnimalName1) or LastX for descending (AnimalNameLast1).

AnimalName: The animal’s name
ShelterCode: The animal’s shelter code
ShortCode: The animal’s short shelter code
MicrochipNumber: The animal’s microchip number
AgeGroup: The animal’s age group
AnimalTypeName: The type of animal
SpeciesName: The species of animal
Sex: The sex of the animal
Size: The size of the animal
BaseColorName / BaseColourName: The color of the animal
CoatType: The coat type of the animal
DateBroughtIn: The date the animal entered the shelter
DeceasedDate: The date the animal died

Lost Animal Keys¶

Lost animal keys are only available for documents generated with the document button on a single lost animal record. In addition to the tokens listed below, the person keys listed above are also valid for the primary contact along with log keys.

DateReported: The date the report was received
DateLost: The date the animal was first missing
DateFound: The date the animal was found
AgeGroup: An age group for the animal
Features: Any information about the animal’s appearance
AreaLost: The area in which the animal was lost (street, etc)
AreaPostcode: The postcode in which the animal was lost
Comments: Any comments about the lost record
SpeciesName: The species of animal
BreedName: The breed of animal
BaseColorName / BaseColourName: The color of the animal
Sex: The sex of the animal
DocumentImgLink: A photo of the animal if one exists. 200/300/400/500 can also be suffixed as with animal images above to control the size of the output.

Found Animal Keys¶

Found animal keys are only available for documents generated with the document button on a single found animal record. In addition to the tokens listed below, the person keys listed above are also valid for the primary contact along with log keys.

DateReported: The date the report was received
DateFound: The date the animal was found
DateReturned: The date the animal was returned to its owner
AgeGroup: An age group for the animal
Features: Any information about the animal’s appearance
AreaFound: The area in which the animal was found (street, etc)
AreaPostcode: The postcode in which the animal was found
Comments: Any comments about the found record
SpeciesName: The species of animal
BreedName: The breed of animal
BaseColorName / BaseColourName: The color of the animal
Sex: The sex of the animal
DocumentImgLink: A photo of the animal if one exists. 200/300/400/500 can also be suffixed as with animal images above to control the size of the output.

Waiting List Keys¶

Waiting list keys are only available for documents generated with the document button on a single waiting list record. In addition to the tokens listed below, the person keys listed above are also valid for the primary contact along with log keys.

DatePutOnList: The date the animal was put on the waiting list
DateRemovedFromList: The date the animal was removed from the waiting list
DateOfLastOwnerContact: The last time we heard from the owner
Size: The size of the animal
SpeciesName: The species of animal
Description: A description of the animal
ReasonForWantingToPart: The reason the owner is relinquishing the animal
ReasonForRemoval: The reason this waiting list entry was removed
CanAffordDonation: Yes/No - whether the person can afford to make a donation
Urgency: An urgency rating for this waiting list item
Comments: Any comments on this waiting list entry
DocumentImgLink: A photo of the animal if one exists. 200/300/400/500 can also be suffixed as with animal images above to control the size of the output.

Clinic Keys¶

Clinic keys are only available for documents generated with the document button on a single clinic appointment record (either via the Clinic tab of an animal or person, or the “Consulting Room” or “Waiting Room” screens). In addition to these keys, the person and animal keys listed above are valid for clinic appointments.

AppointmentFor: The name of the vet the appointment is with
AppointmentDate: The date of the appointment
AppointmentTime: The time of the appointment
Status: The appointment’s current status
ArrivedDate: The date the person arrived for the appointment
ArrivedTime: The time the person arrived for the appointment
WithVetDate: The date the person was with the vet for the appointment
WithVetTime: The time the person was with the vet for the appointment
CompletedDate: The date the appointment was complete
CompletedTime: The time the appointment was complete
ReasonForAppointment: The reason the appointment was made
AppointmentComments: Any comments on the appointment
InvoiceAmount: The total of all invoice items for the appointment
InvoiceVatAmount / InvoiceTaxAmount: The total VAT/Tax on the invoice
InvoiceVatRate / InvoiceTaxRate: The tax rate applied to the invoice
InvoiceTotal: The total of invoice amount and VAT/Tax

Table Keys¶

These are special keys that insert a table into your document that contains the complete data from a tab.

These keys do not allow the flexibility of formatting that the other keys offer, but they do offer a simple way of putting bulk data into a document without having to create a table containing many “just in case” placeholder keys.

They will also dynamically expand the document according to how many records there are. Records are output in ascending order of date.

AnimalVaccinations: Inserts a table containing all the animal’s vaccinations into the document
DueAnimalVaccinations: Inserts a table containing all due vacinations for this animal into the document
GivenAnimalVaccinations: Inserts a table containing all given vacinations for this animal into the document
AnimalTests: Inserts a table containing all of the animal’s tests into the document
AnimalMedicals: Inserts a table containing all of the animal’s medical regimens
ActiveAnimalMedicals: Inserts a table containing all of the animal’s medical regimens where the status is active
AnimalLogs: Inserts a table containing all of the animal’s log entries
AnimalLogsTYPE: Inserts a table containing all of the animal’s log entries of TYPE
IncidentLogs: Inserts a table containing all of the incident’s log entries
LitterMates: Inserts a table containing a list of the animal’s littermates
ActiveLitterMates: Inserts a table containing a list of the animal’s littermates (only those still in care)
MovementPayments: Inserts a table containing all of the payments for the active movement for the person, animal or movement the document is being generated for.