Including Merge Fields in Automations

Merge Fields increase the power of Automation Processes by dynamically inserting data from another source, for example, applying details from the client to the job name. For Automation Processes using the CSV Data Import Filter, Merge Fields can also be used to insert the imported data into the relevant field in the Automation Step. Refer to Merge Fields Overview for more examples.

Merge Fields are available on Automation Fields where the following 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. 

1. Open the Process.
    
2. Click Add Step.
    
3. Select the required function, e.g. Create Word.
   
4. Click the Merge Field Icon to open the Merge Fields Editor. 
   
   The Merge Field icon will only be displayed for fields where Merge Field can be used, for example, in the name of a Word Document.
   
5. 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. 
   
   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. 
   
   The Trigger Data section will only be displayed when the Automation Filter is set to CSV Data Import.
   
   For details on each of the available Merge Fields, refer to the Merge Fields Glossary - Automation Fields.
   
   For advanced formatting options, such as calculating or formatting a date field, refer to Formatting Merge Fields.
    
6. 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 is missing, an error will be displayed. Refer to Merge Fields Overview.
    
7. Click Save to save the changes.
    
8. 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.
    
9. Continue to create your automation; refer to Automation Process Steps for more information.

Using Merge Fields with Comments

Merge Fields can be used in Comments to create notifications. For example, the Create Job step allows users to enter a comment and tag a user.

To use a Merge Field to select a user, type the left square bracket [ and @ symbol, select the Merge Field, and type the right square bracket ]:

@[{{ Step1JobPartnerName }}] .