Variable Substitution in Flowsana

Variable Substitution in Flowsana

In certain rule conditions and actions, and in Forms Support, Flowsana lets you insert values from custom fields, as well as task, project, and section names. To do this, you include a special phrase, surrounded by curly braces,

What special phrases can I use?

You can include any of the following phrases:
      {task.Custom field name}
and Flowsana will replace the phrases with the value specified by it that's relevant for the current task being evaluated.

Where can I use these phrases in Flowsana Rules?

You can use these special phrases in the following places:
      The  If task contains the word or phrase ______  rule condition
      The  Set custom field ______ to the value ______  rule action
      The  Set task name to ______  rule action
      The  Create a project from a template  rule action, in the  Name for the new project  field
      The  Send an email notification  rule action, in the  Email Message Subject and/or Email Message Text fields (see the instructions for the equivalent fields in Forms Support for details)

Where can I use these phrases in Forms Support?

In Flowsana's Forms Support workflow, you can use variable substitution in the Send email confirmation to form submitter feature. You can include variables in the Email Message Subject and/or Email Message Text fields.

How can I make use of these phrases in Rules?

Here are some examples:

Say you want to prepend the name of the project to the front of every task in the project. Just create this rule:
      If task is newly created, set the task’s name to  {} - {}

Another example: say you want to add certain emojis to the start of a task’s name when the task enters into a particular state. Here are some examples of what you can do with this type of rule:
      If task is marked complete, set the task’s name to    {task.Name}
      If a task has custom field  Status  set to a value of  Waiting , set the task’s name to    {task.Name}

Let's say you're using the rule action  Create a new project from a template...  and you have a custom field called  Client Name  and you want that client's name to be part of the name of the new project you're creating. You can do that by using the text  {task.Client Name}  in the  Name for the new project  field; for example:
      {task.Client Name} Marketing Engagement

How can I make use of these phrases in Forms Support?

You can include variables in the Email Message Subject field. For example, you could define your subject like this:

That definition would yield an email message subject something like this:

You can also include variables in the Email Message Text field. For example, let's say in the form's Settings you set the title of the task to be the form's Name field:

Let's also say you have a drop-down list form field which is mapped to a drop-down list custom field named "Environment":

You can then use variables in the message text; for example:

That definition would yield an email message body something like this:

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