Merge fields inside service descriptions

8 votes

Desired Capability: Merge fields inside descriptions
Goal: We would like to have the ability to use merge fields inside of service and task descriptions, not just text boxes.

Idea Submitted Language Fields Suggested by: Aspire Technology Partners (17 Jan) • Upvoted: 26 Feb • Comments: 4

Comments: 4

17 Jan
Mitchell Buford Admin Merged
Desired Capability: Add variables to description fields
Goal: The ability to add variables into description fields such as <<Client_name>> so templates can be tailored vs have Customer or Client in documents
17 Jan
Aspire Technology Partners Admin Merged
Desired Capability: Enhanced automation of Service Description field
Goal: add the ability to use Merge Variables (specifically task.quantity and subtask.quantity) in the Service Description, Key Assumptions, Client responsibilities, etc. to automate adding the quantity for each task/subtask in the SOW output - as subtask with quantity 18 with the Service Description "install up to {{subtask.quantity}} access points" in the SOW output would become "install up to 18 access points" in the SOW document
17 Jan
Jon Scott Admin
"Add variables to description fields" (suggested by <Hidden> on 2025-01-17), including upvotes (1) and comments (0), was merged into this suggestion.
17 Jan
Jon Scott Admin
"Enhanced automation of Service Description field" (suggested by <Hidden> on 2025-01-17), including upvotes (1) and comments (0), was merged into this suggestion.