Merge fields inside service descriptions
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.
Comments: 5
Oldest
•
Newest
•
Most likes
•
Fewest likes
-
17 Jan, '25
Mitchell Buford Admin MergedDesired 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, '25
Aspire Technology Partners Admin MergedDesired 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, '25
Jon Scott System"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, '25
Jon Scott System"Enhanced automation of Service Description field" (suggested by <Hidden> on 2025-01-17), including upvotes (1) and comments (0), was merged into this suggestion.