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Items merge fields
Updated over a month ago

Checklist items merge fields

Merge Field (Copy & Paste)

Description

{ITEMS_ALL}

Lists all the items mentioned in your checklist

{ITEMS_MISSING}

Lists the missing items from the checklist

{ITEMS_PENDING_REVIEW}

Lists the pending review items from the checklist

{ITEMS_MANDATORY}

Lists all the mandatory items from the checklist

{ITEMS_MANDATORY_MISSING}

Lists the missing mandatory items from the checklist

These lists will display items that can be visible by end users (stakeholders). If you want to display internal items, just add _INTERNAL to the related merge field. Ex: {ITEMS_ALL_INTERNAL} or {ITEMS_MANDATORY_INTERNAL}

Checklist files merge fields

These merge field will display links to the requested resources. For example, you could add the link to a generated e-contract in an email or the link to a PDF form after the user has filled it in.

Merge Field (Copy & Paste)

Description

{ITEM_FILE_123}

Shows the list of the links to all provided files for the item with ID 123

{ITEM_FILE_123.1}

Shows the link to the first file provided for the item with ID 123

{ITEM_FILE_123.3}

Shows the link to the third file provided for the item with ID 123

Where to find an item ID ?

You can find the needed IDs in the item popup.

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