A Merge Field is a field that you input into a piece of text from your admin interface and that auto-fills value automatically when a primary stakeholder submits an application.
Eg. you created a Process description (or welcome message) that says “Hi {CONTACT_FIRSTNAME}”. The merge field here would be used to automatically pull the first name of the client detailed on the contact card.
You can use merge fields in your custom emails, portal description (welcome message), in e-contracts, or even in HTLM forms.
Here is the list of merge fields you can use today:
Team settings merge fields
These merge field will display custom settings related to your team. Eg : Zip code, billing address, contact email. Go to your team profile section to add new settings
| Merge Field (Copy & Paste) | Description |
|---|---|
| {TEAM_SETTINGS_123} | Shows the setting with ID 123 |
Applications merge fields
| Merge Field (Copy & Paste) | Description |
|---|---|
| {DOSSIER_ID} | Shows application ID (which is the same as the reference number received by some clients when they create an application from the public portal) |
| {DOSSIER_TITLE} | Shows the name of the application |
| {DOSSIER_STAGE} | Shows the current Application progress stage |
| {DOSSIER_CREATED_AT} | Shows the date of creation of the application (UTC) |
| {DOSSIER_CREATED_AT_TIMESTAMP} | Shows the date of creation of the application (unix timestamp) |
| {DOSSIER_DEADLINE} | Shows the deadline |
| {DOSSIER_SCORING} | Show the score |
Primary Contact merge fields
| Merge Field (Copy & Paste) | Description |
|---|---|
| {CONTACT_FIRSTNAME} | Shows related stakeholder's first name |
| {CONTACT_LASTNAME} | Shows related stakeholder's name |
| {CONTACT_FULLNAME} | Shows related stakeholder's first name and name |
| {CONTACT_EMAIL} | Shows your related stakeholder's email |
| {CONTACT_PHONE} | Shows related stakeholder's phone number |
| {CONTACT_COMPANY} | Shows related stakeholder's company name (for primary stakeholder only) |
| {CONTACT_CUSTOM} | Shows related stakeholder's custom information(for primary stakeholder only) |
Secondary contacts (Stakeholders) merge fields
If you want to display specific stakeholder information, please use the merged fields below.
| Merge Field (Copy & Paste) | Description |
|---|---|
| {STAKEHOLDER_123_FIRSTNAME} | Shows related stakeholder's first name |
| {STAKEHOLDER_123_LASTNAME} | Shows related stakeholder's name |
| {STAKEHOLDER_123_FULLNAME} | Shows related stakeholder's first name and name |
| {STAKEHOLDER_123_COMPANY} | Shows related stakeholder's company name |
| {STAKEHOLDER_123_EMAIL} | Shows your related stakeholder's email |
| {STAKEHOLDER_123_PHONE} | Shows your related stakeholder's phone |
| {STAKEHOLDER_123_MISSING_ITEMS} | Shows the missing items for this stakeholder |
| {STAKEHOLDER_123_MISSING_ITEMS_COUNT} | Shows the count of missing items for this stakeholder |
Team members merge fields
| Merge Field (Copy & Paste) | Description |
|---|---|
| {OWNER_FIRSTNAME} | Shows application owner's first name |
| {OWNER_LASTNAME} | Shows application owner's name |
| {OWNER_FULLNAME} | Shows application owner's first name and name |
| {OWNER_EMAIL} | Shows application owner's email |
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.
Attachment merge fields
These merge field will display links to the requested attachment.
| Merge Field (Copy & Paste) | Description |
|---|---|
| {ITEM_ATTACHMENT_123} | Shows the link to the attachment with ID 123 |
Where to find an attachment ID ?
You can find the needed ID in the attachment popup.
Generic merge fields
| Merge Field (Copy & Paste) | Description |
|---|---|
| {DATE} | Shows current date |
| {DATE_TIME} | Shows current date and GMT time |
| {DATE_YEAR} | Shows current date |
| {DATE_YEAR_PREVIOUS} | Shows previous year |
| {DATE_YEAR_NEXT} | Shows upcoming year |
| {DATE_MONTH} | Shows current month (Ex: February 2021) |
| {DATE_MONTH_SUB_123} | Substract X month to the current month (Ex: If current date is 2020-12-01, DATE_MONTH_SUB_2 will display October 2020). |
| {DATE_MONTH_ADD_123} | Add X month to the current month (Ex: If current date is 2020-06-01, DATE_MONTH_SUB_3 will display September 2020). |
Online form merge fields
| Merge Field (Copy & Paste) | Description |
|---|---|
| {FORM_FIELD_123} | Shows the specific field of an online form added to the checklist. (123 should be replaced by the specific field number) |
Where to find an item ID ?
You can find the needed IDs in the item editing area.
Repeated fields
In order to add a tag for a repeatable field, you just need to add the rank of the targeted item.
Eg: Use {FORM_FIELD_123.1} for the first found value and {FORM_FIELD_123.2} for the second value.
| Merge Field (Copy & Paste) | Description |
|---|---|
| {FORM_FIELD_123.1} | Shows the content of the first repeated field |
| {FORM_FIELD_123.2} | Shows the content of the second repeated field |
Comments
0 comments
Please sign in to leave a comment.