======================================================================== YOUTHCENTER TOKEN REFERENCE For building Export-to-Word templates ======================================================================== HOW TO USE THIS FILE - Part 1 is the formatting rules for writing/building any token. These are exact. - Part 2 lists the base tokens and reference tokens from the Token Library, grouped by category. - Token names must match EXACTLY (case, spaces, punctuation). The most reliable way to get an exact token is to CLICK THE PILL in YouthCenter's Token Library tab -- it copies the exact token to your clipboard. Use the lists below as a guide, and click the pill to confirm anything marked (VERIFY). ======================================================================== PART 1 -- TOKEN FORMATTING RULES ======================================================================== There are three kinds of tokens. You can tell them apart by their shape. ------------------------------------------------------------------------ 1. BASE TOKEN -- data already on the client record (no setup needed) ------------------------------------------------------------------------ Format: {{Category.Field}} Rule: Take the bold category heading and the pill label, remove all spaces, and join them with a period. Examples: {{ClientProfile.FirstName}} {{ClientTeam.AssignedJudge}} {{ClientDemographics.Age}} ------------------------------------------------------------------------ 2. REFERENCE TOKEN -- data from a related record (needs a widget) ------------------------------------------------------------------------ Format: {{Form...}} Rule: The widget display name KEEPS its spaces. The object and field have spaces removed. To use these, first add the matching reference widget on the form's Widgets tab. Examples: {{Form.Court Case Reference.CourtCase.Number}} {{Form.Petition Reference.Petition.PetitionNumber}} {{Form.Client Reference.ClientProfile.EmailAddress}} ------------------------------------------------------------------------ 3. CUSTOM FIELD TOKEN -- anything NOT in the base list (you build it) ------------------------------------------------------------------------ Format: {{Form.}} Rule: If the data you need isn't a base or reference token (a date, a signature, a parent's name, a witness, etc.), you create it: a) On the form's Build tab, add a field (short text, date, dropdown, etc.). b) Give it a Part Name -- REQUIRED, or no token is created. c) Reference it as {{Form.}}. The Part Name is used VERBATIM -- spaces and apostrophes are allowed and are kept. Examples: {{Form.Today's Date}} {{Form.JuvenileRespondent signature}} {{Form.ParentGuardianName}} Tip: reuse ONE part name wherever the same value repeats. e.g. create "Today's Date" once and use {{Form.Today's Date}} in every date blank. Naming tip: be descriptive. "MotherName" is clearer than "Field1" and keeps the token library readable over time. ------------------------------------------------------------------------ IMPORTANT -- LABELS DON'T ALWAYS EQUAL INTERNAL NAMES ------------------------------------------------------------------------ Most base fields are just the label with spaces removed, but some internal field names differ from the pill label. Confirmed examples: "Email" -> EmailAddress "Reason for Release" -> FacilityPlacementReleaseReasonType Because of this, any field marked (VERIFY) below -- especially ones with #, /, ?, ' , -, or parentheses, and everything in the Facility Placement sections -- should be confirmed by clicking the pill before you rely on it. When in doubt, click the pill; it never lies. ======================================================================== PART 2 -- TOKEN LIBRARY LISTING ======================================================================== ######################################################################## BASE TOKENS (ready to use, no setup) ######################################################################## ------------------------------------------------------------------------ CLIENT PROFILE -> {{ClientProfile.___}} ------------------------------------------------------------------------ {{ClientProfile.CellPhoneNumber}} (Cell Phone #) {{ClientProfile.ClientNumber}} (Client #) (VERIFY) {{ClientProfile.EmailAddress}} (Email) [confirmed exception] {{ClientProfile.FirstName}} (First Name) {{ClientProfile.FullName}} (Full Name) {{ClientProfile.LastName}} (Last Name) {{ClientProfile.MiddleName}} (Middle Name) {{ClientProfile.Notes}} (Notes) {{ClientProfile.OnlineAccounts}} (Online Accounts) {{ClientProfile.SendCellPhoneNotifications}} (Send Cell Phone Notifications) {{ClientProfile.SendEmailNotifications}} (Send Email Notifications) {{ClientProfile.Status}} (Status) {{ClientProfile.Suffix}} (Suffix) ------------------------------------------------------------------------ CLIENT DEMOGRAPHICS -> {{ClientDemographics.___}} ------------------------------------------------------------------------ {{ClientDemographics.Age}} (Age) {{ClientDemographics.AIDSHIV}} (AIDS/HIV) (VERIFY) {{ClientDemographics.BirthCertificateOnFile}} (Birth Certificate on File) {{ClientDemographics.BodyBuild}} (Body Build) {{ClientDemographics.CityOfBirth}} (City of Birth) {{ClientDemographics.ClientRestrictions}} (Client Restrictions) {{ClientDemographics.CountryOfBirth}} (Country of Birth) {{ClientDemographics.CustodyClassification}} (Custody Classification) {{ClientDemographics.DateOfAdoption}} (Date of Adoption) {{ClientDemographics.DateOfBirth}} (Date of Birth) {{ClientDemographics.DNAIsOnFile}} (DNA Is On File) {{ClientDemographics.DNAIsRequired}} (DNA Is Required) {{ClientDemographics.DominantHand}} (Dominant Hand) {{ClientDemographics.DriversLicenseNumber}} (Driver's License #) (VERIFY) {{ClientDemographics.EyeColor}} (Eye Color) {{ClientDemographics.FacialHair}} (Facial Hair) {{ClientDemographics.FingerprintTaken}} (Fingerprint Taken) {{ClientDemographics.GangClassification}} (Gang Classification) {{ClientDemographics.GangDescription}} (Gang Description) {{ClientDemographics.Gender}} (Gender) {{ClientDemographics.GenderIdentity}} (Gender Identity) {{ClientDemographics.HairColor}} (Hair Color) {{ClientDemographics.Height}} (Height) {{ClientDemographics.HispanicLatino}} (Hispanic / Latino?) (VERIFY) {{ClientDemographics.IdentifyingMarks}} (Identifying Marks) {{ClientDemographics.InterpreterNeeded}} (Interpreter Needed) {{ClientDemographics.IsAdopted}} (Is Adopted) {{ClientDemographics.IsGangMember}} (Is Gang Member) {{ClientDemographics.Literacy}} (Literacy) {{ClientDemographics.MaritalStatus}} (Marital Status) {{ClientDemographics.NSLPDiscount}} (NSLP Discount) {{ClientDemographics.PrimaryLanguage}} (Primary Language) {{ClientDemographics.Pronoun}} (Pronoun) {{ClientDemographics.ProtectiveServices}} (Protective Services) {{ClientDemographics.Race}} (Race) {{ClientDemographics.RaceIdentification}} (Race Identification) {{ClientDemographics.RaceSource}} (Race Source) {{ClientDemographics.Religion}} (Religion) {{ClientDemographics.ResidesWith}} (Resides With) {{ClientDemographics.ResidesWithNotes}} (Resides With Notes) {{ClientDemographics.RestrictionNotes}} (Restriction Notes) {{ClientDemographics.Revoked}} (Revoked) {{ClientDemographics.SkinComplexion}} (Skin Complexion) {{ClientDemographics.SocialSecurityNumber}} (Social Security #) (VERIFY) {{ClientDemographics.SSNCardOnFile}} (SSN Card on File) {{ClientDemographics.StateIssued}} (State Issued) {{ClientDemographics.StateOfBirth}} (State of Birth) {{ClientDemographics.USCitizen}} (US Citizen) {{ClientDemographics.WearsGlasses}} (Wears Glasses) {{ClientDemographics.Weight}} (Weight) ------------------------------------------------------------------------ CLIENT TEAM -> {{ClientTeam.___}} ------------------------------------------------------------------------ {{ClientTeam.AssignedJudge}} (Assigned Judge) {{ClientTeam.AssignedReferee}} (Assigned Referee) {{ClientTeam.OtherTeamMembers}} (Other Team Members) {{ClientTeam.PrimaryTeamMember}} (Primary Team Member) {{ClientTeam.TeamSupervisor}} (Team Supervisor) {{ClientTeam.Therapists}} (Therapists) ------------------------------------------------------------------------ CURRENT FACILITY PLACEMENT -> {{CurrentFacilityPlacement.___}} NOTE: The Facility Placement fields may use expanded internal names (like the Release section does). Treat this whole section as (VERIFY) and click the pill for the exact token. ------------------------------------------------------------------------ Charge Notes Charges Detained On Charges from County Contact - Method Contact - Name Contact - Relationship Court Case Occurrences Delivered By Delivered By Signature Delivered By Title Duration Estimated Release Date Facility Placement Number Intake Authorized By Intake Date Intake Date (Date Only) Intake Notes Intake Staff Intake Supervisor Is Prelim Needed Police Report Received Reason for Intake Was Contact Made ------------------------------------------------------------------------ CURRENT RESIDENCE -> {{CurrentResidence.___}} ------------------------------------------------------------------------ {{CurrentResidence.Address1}} (Address 1) (VERIFY) {{CurrentResidence.Address2}} (Address 2) (VERIFY) {{CurrentResidence.City}} (City) {{CurrentResidence.Phone1Number}} (Phone 1 - Number) (VERIFY) {{CurrentResidence.Phone1Type}} (Phone 1 - Type) (VERIFY) {{CurrentResidence.Phone2Number}} (Phone 2 - Number) (VERIFY) {{CurrentResidence.Phone2Type}} (Phone 2 - Type) (VERIFY) {{CurrentResidence.Phone3Number}} (Phone 3 - Number) (VERIFY) {{CurrentResidence.Phone3Type}} (Phone 3 - Type) (VERIFY) {{CurrentResidence.Phone4Number}} (Phone 4 - Number) (VERIFY) {{CurrentResidence.Phone4Type}} (Phone 4 - Type) (VERIFY) {{CurrentResidence.ResidencyStartDate}} (Residency Start Date) {{CurrentResidence.State}} (State) {{CurrentResidence.ZipCode}} (Zip Code) (VERIFY) ######################################################################## REFERENCE TOKENS (add the matching widget on the Widgets tab first) ######################################################################## ------------------------------------------------------------------------ CLIENT REFERENCE -> {{Form.Client Reference.ClientProfile.___}} (Use to reference a second client -- co-defendant, sibling, etc.) Fields are the same as CLIENT PROFILE above. Example: ------------------------------------------------------------------------ {{Form.Client Reference.ClientProfile.FirstName}} (First Name) {{Form.Client Reference.ClientProfile.LastName}} (Last Name) {{Form.Client Reference.ClientProfile.EmailAddress}} (Email) ...same field list as Client Profile... ------------------------------------------------------------------------ PETITION REFERENCE -> {{Form.Petition Reference.Petition.___}} ------------------------------------------------------------------------ {{Form.Petition Reference.Petition.AuthorizationDate}} (Authorization Date) {{Form.Petition Reference.Petition.AuthorizationRequired}} (Authorization Required) {{Form.Petition Reference.Petition.CaseType}} (Case Type) {{Form.Petition Reference.Petition.CourtCase}} (Court Case) {{Form.Petition Reference.Petition.CourtCaseOccurrence}} (Court Case Occurrence) {{Form.Petition Reference.Petition.CTNNumber}} (CTN Number) {{Form.Petition Reference.Petition.Disposition}} (Disposition) {{Form.Petition Reference.Petition.DispositionDate}} (Disposition Date) {{Form.Petition Reference.Petition.JISCaseDocketID}} (JIS Case Docket ID) {{Form.Petition Reference.Petition.PetitionDate}} (Petition Date) {{Form.Petition Reference.Petition.PetitionNumber}} (Petition Number) {{Form.Petition Reference.Petition.TCNNumber}} (TCN Number) ------------------------------------------------------------------------ COURT CASE REFERENCE -> {{Form.Court Case Reference.CourtCase.___}} ------------------------------------------------------------------------ {{Form.Court Case Reference.CourtCase.CaseType}} (Case Type) {{Form.Court Case Reference.CourtCase.CloseDate}} (Close Date) {{Form.Court Case Reference.CourtCase.JISJuvenileFileID}} (JIS Juvenile File ID) {{Form.Court Case Reference.CourtCase.Number}} (Number = case number) {{Form.Court Case Reference.CourtCase.OpenDate}} (Open Date) ------------------------------------------------------------------------ FACILITY PLACEMENT REFERENCE -- INTAKE -> {{Form.Facility Placement Reference.FacilityPlacementIntake.___}} Fields match Current Facility Placement. Internal names likely expand -- click the pill for exact tokens. (VERIFY whole section) ------------------------------------------------------------------------ Charge Notes Charges Detained On Charges from County Contact - Method Contact - Name Contact - Relationship Court Case Occurrences Delivered By Delivered By Signature Delivered By Title Duration Estimated Release Date Facility Placement Number Intake Authorized By Intake Date Intake Date (Date Only) Intake Notes Intake Staff Intake Supervisor Is Prelim Needed Police Report Received Reason for Intake Was Contact Made ------------------------------------------------------------------------ FACILITY PLACEMENT REFERENCE -- RELEASE -> {{Form.Facility Placement Reference.FacilityPlacementRelease.___}} CONFIRMED: internal names are heavily expanded here. Only one is known for certain. Click each pill for the exact token. (VERIFY whole section) ------------------------------------------------------------------------ Reason for Release -> {{Form.Facility Placement Reference.FacilityPlacementRelease.FacilityPlacementReleaseReasonType}} [confirmed] Release Authorized By Release Date Release Notes Release Staff Release Supervisor Released By Signature Released To Released To Address Released To Location Released To Signature Released To Title ======================================================================== QUICK CLASSIFICATION TEST (which kind of token do I need?) ======================================================================== Is the value already on the client's record? -> BASE token Does a person type it when completing the form? -> CUSTOM field, {{Form.PartName}} Does it come from a different record they pick? -> REFERENCE widget ======================================================================== OUR STANDING CONVENTIONS (ORGANIZATIONAL RULES) ======================================================================== - Tokenize caption data, the client identity block, and signature/date lines. Leave checkboxes as manual empty boxes. - Reuse {{Form.Today's Date}} for every date blank. - Signatures signed by hand (usually the judge's) can have their token deleted to leave a blank line. - Signature token placement: put the signature token ON the underlined signature line (the row/cell ABOVE the "Signature" label), never inline next to the label. The label line stays as-is below it. {{Form.Affiant signature}} <- on the line Signature <- label below - Specific named people printed on the source form (e.g. "Judge Ruth B. Ginsburg" and their bar number) stay HARDCODED -- do not replace them with {{ClientTeam.AssignedJudge}} or other tokens. Only tokenize a name when the source form left it blank. ======================================================================== Check updated token list that is uploaded under the files here