What is 'Insert Variable'?

Insert Variables can be used to ensure all users see the right information on the right task. They are placeholders for any form field entries.

You can insert a form field value into the description of any process task so that the assignee of the task has all the information they need to complete the task. If the form field value changes, the variable will also change.
This is how you can set this up:
1. Create your form fields in your template steps.
2. Go to your step details tab and create your description, select and insert your form variable:

3. Launch your process. Everyone will see the value in the form inserted into the task description:

Member's see the variable bold, but the guest's will not see the variable as bold:

Here is a video walking you through how easy they are to set up and use:

We would love to hear where else you would like to see 'insert variables' within Tallyfy. Please contact support with your feedback and feature requests.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us