Reusable Text Blocks

Reusable Text Blocks are rich-text snippets you write once and insert by name wherever field tokens are supported: task instructions, emails, and documents. A text block can itself contain field tokens, so the snippet fills in with each process’s own details when it is used.

Standard disclaimers, boilerplate instructions, and report layouts are the classic uses. The =TASKREPORT function, for example, uses a text block as the layout for each task in its generated report.

Text blocks are managed under Administration > Documents > Text Blocks, on the Reusable Text Blocks page. The list shows each block’s Text Block Name, Modified Date, and Created Date.

Create a text block

1. Click New Text Block

2. Enter the Text block title

3. Write the content in the rich text editor. Use the field token tools to insert placeholders that fill in with live process values wherever the block is used

4. Click the Save icon

Use a text block

Wherever field tokens are available, insert the token named Text Block: followed by your block’s title. When the text renders (in a task, an email, a document), the token is replaced with the block’s full content.

To remove blocks, select them in the list and use the delete button.