How do you insert variables and why would you use them?

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.

Video Walkthrough:


This is how you can set this up:
1. Create your form fields in your blueprint 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:


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