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Content Variables and Formulas in Rules

Apr 9, 2022

Content variables can be used to pull fields or information that has been filled out, these can be used in Step Instructions & Guidance and rules. When you are using content variables in Rules &Triggers there will not be a type-ahead option so you will need to use the following format to pull information correctly:

  • If you are wanting to add a field use content variables by typing  {{field[Field Name]}} 
    • Inside the bracket type in the name of the field, type exactly how the name is formatted (capitalizations & spaces included) 
    • Close the bracket and the curly braces
  • Example: 
    • {{field[Client Name]}} - this will pull what is filled out in the field 'Client Name'
    • {{field[Select date]}} - this will pull the date that was selected in the field

Example action: Changing the name of an Ask to include a value from a field in a step

For this rule I'm going to use the content variable {{field[consultant name]}} and I'll have the Ask name automatically changed to include the consultant name.

Aside from typing your field names, you can use content variables to pull Ask names, Submitter names, etc. Find the full list on this page