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

Insert Variables are a great way to make sure that all users see the right information in the right task, as information is added in real-time. When an assignee fills out a form with information or files that a future step and assignee will need, you can use the insert variable feature to have it ready in the task description. If there is a change, at any time, the description will also change! 

You can only use Insert Variables for  Step Title and Step Description. If the variable code is used aside to those two, then it won’t work.

Setting Up Insert Variables in Step Titles 

  1. Go to your desired blueprint in  Edit mode. Select the independent task and create the form fields you'll need in a later, dependant step title.
  2. Go to the dependant step title.  You will need to add {{field alias}} in the step title to insert variable.
  3. Launch your process. The step title will show the form value in its description.

 

Setting Up Insert Variables in Step Descriptions 

  1. Go to your desired blueprint in Edit mode. Select the independent task and create the form fields you'll need in a later, dependant step.
  2. Go to the dependant step. Create a description and insert the form variable via the { } button in the right-hand corner.
  3. Launch your process. The dependant task will show the form value in its description. Both Members and Guests will see it in bold.






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