Automations allow you to easily process repetitive tasks, or introduce time-saving benefits by automating emails, document creation, and much more.
Using Merge Fields, you can further increase the power of Automation process steps by applying additional details from a client to a job and visa versa. For example, automatically create a job customised with the Client's name. Refer to Merge Fields Overview for more examples.
Merge Fields are available on Automation Fields where the below icon is displayed:
Adding Merge Fields to Automations
To add a Merge Field, you will need to add a step to your Automation Process. For detailed step-by-step instructions on creating an Automation Process Step refer to Automation Process Steps.
- Open the Process.
- Click Add Step.
- Select your function e.g. Create Word.
The below image displays functions for users on the Pro Plan.
- Click the Merge Field Icon to open the Merge Fields window.
Fields where the Merge Field Icon appears indicate a Merge Field can be selected.
For example, when updating the Name field of a Word Document click the Merge Field Icon to load the Merge Fields window.
- Expand the tabs on the right to view the list of available Merge Fields. Click the Merge Field you wish to add to the field.
For example, when adding the Client Name, select Name under Trigger Client. This can also be used in a Create Job step.
Note: The Merge Field Sections available depend on the Filter view, previous steps in the Process, your practice integrations and your subscription plan. For example, Trigger Job Merge Fields are only available where the Automation Process Filter is a Job View, or a Create Job step is included in the process.
For advanced formatting options, such as calculating or formatting a date field, refer Advanced Formatting and Calculations.
- The Merge Field formatting will be reviewed and a green tick will be displayed underneath. If the format is incorrect, for example, a curly bracket missing, an error will be displayed. Refer to Merge Fields Overview.
- Click Save to save the changes.
- Update the remaining Process Step details as required to add the step to your automation. Use Merge Fields where required to add additional information to the field.
- Continue to create your automation; refer to Automation Process Steps for more information.
Download Merge Fields Comprehensive Guide
Click here to download the FYI Merge Fields Comprehensive Guide.
In this document, you'll find a list of Merge Fields and a description on where the merge field information is retrieved. You'll also find a copy of the link at the bottom of the article.