Inputs are the parameters users enter when generating a Matik presentation to fetch necessary data and customize a template. Inputs are used within Dynamic Content as filters. The screenshot below shows how inputs appear to end users when generating a presentation.
The appearance of Inputs to end users is customizable.
- Display Name: The name of the Input displayed to the end user
- Description: The description is also displayed to the end user
Inputs can be configured to pre-populate input options that end users can select. The Input Source of an input determines where the input is getting value(s) to pre-populate. For example, in the screenshot above, the "Rep Name" input dropdown has been pre-populated with a list of sales reps. This list was obtained from querying a Salesforce data source added to Matik.
- Input Sources
- User Input: No preselected values. Users can input any value in the correct formatting type. (See "Current Number of Licenses" input above.)
- List: The values for the input come from a fixed list of values defined when creating or editing the input.
- Query/API: The values in the input are populated via a query or API call.
- Input Types (Depending on what input source you selected, you can select a type.)
- Date range
- Single date
- Single select dropdown
- Multi-select dropdown
- Boolean
- Text box
- Checkbox
To learn more about inputs, check out this video:
Using Inputs in Dynamic Content
See the Dynamic Content Overview article for a full overview of how to work with Inputs and Dynamic Content.
Inputs are inserted into Dynamic Content typing the syntax &: within your SQL query, followed by the input name. When an input is detected in Dynamic content, it will be displayed in the Included Inputs pane. If the input text is orange, it is an existing input. New inputs yet to be created will be displayed in grey text.
In the example below, we create a very basic piece of Dynamic Content called "Account Name" with an input already created, called "account_name." We did this by entering "&:account_name" into the text box. As a result, the account name will be passed through to the end presentation or content when this piece of Dynamic Content is used.
Inputs can also be inserted into SQL queries, API filters, and spreadsheets (via Dynamic Content) for in-sheet calculations. The same syntax &: + <input name> is used when entering into fields.
There are two ways to create an input within the platform:
- Dynamic Content Page
- Inputs Page
Creating Inputs Through the Inputs Page
You can also create a new input, as well as view all existing inputs, by going to the Inputs page. You can access this page by clicking on the Inputs icon in the navbar. On this page, you can see a library of all the inputs created, how they are configured, and all the dynamic content that uses a particular parameter.
Creating Inputs Through the Dynamic Content Page
Inputs can also be created directly in the Dynamic Content page. Type the input syntax within your SQL query - &: - followed by the new input name. A grey pill will appear above the SQL editor. If the input already exists, then the pill will be orange. If you click on the pill, a popup module will appear that will allow you to configure the input.
Embedded Inputs
Inputs may also use other inputs in their API filters or SQL queries. This is useful for reducing selection options on inputs. For example, imagine a company with 10,000 accounts and 100 sales reps. A sales rep would have to select an account from a drop-down of 10,000 items. However, in the "Account Name" input below, the input query filters on the "rep_name" or sales rep input. When an end user generates a presentation that uses this input, they must first select their name (rep_name) as defined by the "rep_name" input. The selection options available on the "Account Name" input will then be limited to only their accounts.
Input Mapping
Inputs can also be mapped to equivalent values that can be more user friendly. For example, if you are creating Dynamic Content that uses a data source that filters on company_id, you can map company_id to company_name. This will make it so that end users can input a company name field, but company_id will be inputted into your Dynamic Content query. For more on Input Mapping, see this help article.
Best Practices
The inputs you select in your queries should have end-user-friendly display names so that when they attempt to generate presentations, they understand what they need to input. Strategies to improve usability and reliability include:
- Creating dependent inputs (e.g. contract IDs that update when a company is selected)
- Creating Query or API-based inputs that pull directly from data sources (e.g. select name in Salesforce or list of quarters from a table) rather than self-made lists.
- Using common names instead of table IDs to reduce friction in generating presentations.
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