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Field Tokens

Field Tokens give you the ability to insert process data and dynamic values. Field tokens can be used in various places in ProcessPlan.

To insert a field token, do the following:

  1. Click the Insert Field Token button

  2. Search for and select a token

  3. Click Insert Field Token

Below is a list of field tokens available:

Text Block: Example - This token inserts a specified text block

Document: Example (URL)* - This token inserts a URL for a specified Merge Document

Document: Example (Link) - This token inserts a hyperlink for a specified Merge Document

Public Form: Example (URL)* - This token inserts a URL for a specified Public Form

Public Form: Example (Link) - This token inserts a hyperlink for a specified Public Form

Applies to All Fields

Field: Example (Text) - This token inserts the text in a process field

Field: Example (Value)* - This token inserts the value in the field without any formatting

Applies to URL Fields

Field: Example (Link) - This token inserts a hyperlink pointing to the value in the specified URL field

Field: Example (URL)* - This token inserts the URL in the specified URL field

Applies to Date Fields

Date fields include: Process Start Dates, Current Dates, Task Start/Due Dates, Task Assignment Dates, Task Completion Dates, Task Creation Dates, Process Template Creation/Modification Dates

Field: Example (Date) - This token inserts the specified date

Field: Example (Date/Time) - This token inserts the specified date and the current time

Field: Example (Long Date) - This token inserts the written version of the specified date. e.g., January 1st, 2022

Field: Example (Age in Days) - This token inserts the process age in days from the specified date to the current date

Field: Example (Age in Minutes) - This token inserts the process age in minutes from the specified date to the current date

Field: Example (ISO)* - This token inserts the ISO formatted version of the specified date

Applies to Email Fields

Field: Example (Email) - This token inserts a value that validates as an email address

Applies to Numeric Fields

Field: Example (Number) - This token inserts a value that validates as a number

Applies to Checklist Fields

Field: Example (Vertical) - This token inserts the items that have been selected in a specified checklist in a vertical format

Applies to Attachment Fields

Field: Example (File Name Only) - This token inserts the file name in the specified attachment field

Field: Example (Private Link) - This token inserts a hyperlink to the file(s) in the attachment field. Users will need to log in upon clicking the link

Field: Example (Private URL)* - This token inserts a URL to the file(s) in the attachment field. Users will need to log in upon clicking the URL

Field: Example (Public Link) - This token inserts a hyperlink to the file(s) in the attachment field.

Field: Example (Public URL)* - This token inserts a URL to the file(s) in the attachment field.

Field: Example (Attachment) - This token inserts the actual attachment.

Applies to User Fields

User fields include: Users selected in a process field, Process initiator, assigned user, current user, template creator, template modifier, Parent template creator, Parent template modifier, all supervisors

Field: Example (First Name) - This token inserts the first name of the specified user

Field: Example (Last Name) - This token inserts the last name of the specified user

Field: Example (Full Name) - This token inserts the full name of the specified user

Field: Example (Email) - This token inserts the email address of the specified user

Field: Example (Title/Position) - This token inserts the Title/Position of the specified user

Field: Example (Mobile) - This token inserts the mobile number of the specified user

Field: Example (Company Name) - This token inserts the company name on the profile of the specified user

Field: Example (Minutes Today Instance Table) - This token inserts a table displaying the tasks completed and minutes the specified user spent today

Field: Example (Minutes Today Total) - This token inserts the minutes the specified user has spent today

Field: Example (Hours Today Instance Table) - This token inserts a table displaying the tasks completed and hours the specified user spent today

Field: Example (Hours Today Total) - This token inserts the hours the specified user has spent today

Field: Example (Minutes This Week Instance Table) - This token inserts a table displaying the tasks completed and minutes the specified user spent this week

Field: Example (Minutes This Week Total) - This token inserts the minutes the specified user has spent this week

Field: Example (Hours This Week Instance Table) - This token inserts a table displaying the tasks completed and hours the specified user spent this week

Field: Example (Hours This Week Total) - This token inserts the hours the specified user has spent this week

Field: Example (Custom Field) - This token inserts the specified user’s custom field

Applies to Process Table Builder Fields

Field: Example (Table) - This token inserts the data in a table builder field in a Table format

Applies to Current Process and Parent Process

Field Table (All Fields) - This token inserts a table with all process fields and their values

Field Table (w/Values Only) - This token inserts a table of all the fields with values

All Process Participants (Names) - This token inserts a list of all users who have tasks assigned in the process

All Process Participants (Emails) - This token inserts a list of email addresses for users who have tasks assigned in the process

Process Name - This token inserts the name of the current process

Process Template Description - This token inserts the description of the current process

Process Field Name List (Table) - This token inserts a table with the name of each process field in the current process

Process Field Name List (Comma) - This token inserts a comma separated list of the names of the process fields in the current process

Process Instance ID* - This token inserts the ID of the current process instance

Process Private (URL)* - This token inserts the URL to the process diagram

Process Private (Link) - This token inserts a hyperlink to the process diagram

Process Public (URL)* - This token inserts a link that opens a Milestone report for the current instance

Process Public (Link) - This token inserts a hyperlink that opens a Milestone report for the current instance

Process Full Text Log - This token inserts a text log that contains all task responses, process field values, and process notes

Process All Task Notes - This token inserts a log of all the task notes in the process instance

Process Instance Count - This token inserts the number of instances that have been launched for the current process

Process Instance Description - This token inserts the description for the specified process instance

Process Field 1 (Name) - This token inserts the name of the 1st process field in the process

Process Field 1 (Text) - This token inserts the value in the 1st process field in the process

Process Field 1 (Value)* - This token inserts the unformatted value in the 1st process field in the process

Process (Minutes Today User Table) - This token inserts a table displaying the minutes each user has spent on the current process

Process (Minutes Today Total) - This token inserts the number of minutes spent working on this process

Process (Hours Today User Table) - This token inserts a table displaying the hours each user has spent on the current process

Process (Hours Today Total) - This token inserts the number of hours spent working on the current process

Process (Minutes This Week User Table) - This token inserts a table displaying the number of minutes spent this week by each user

Process (Minutes This Week Total) - This token inserts the number of minutes spent this week

Process (Hours This Week User Table) - This token inserts a table displaying the number of hours spent this week by each user

Process (Hours This Week Total) - This token inserts the number of hours spent this week on the current process

Process (Minutes Total) - This token inserts the total amount of minutes spent working in this process

Process (Hours Total) - This token inserts the total amount of hours spent working in this process

Public Milestone (URL)* - This token inserts a link that opens a Milestone report for the current instance

Public Milestone (Link) - This token inserts a hyperlink that opens a Milestone report for the current instance

Public Progress Report (URL)* - This token inserts a URL that leads to a public progress view

Public Progress Report (Link) - This token inserts a hyperlink that leads to a public progress view

Task Description - This token inserts the task description for the current task.

Task Instructions - This token inserts task instructions for the specified task.

Task ID* - This token inserts the task ID for the current task.

Task Submitted Response - This token inserts the selected response for the specified task. If no task is specified, the response for the current task will be used

Task (Private URL)* - This token inserts a URL for a task. Login will be required to see the task

Task (Public Link) - This token inserts a hyperlink to a task

Task (Public URL)* - This token inserts a link to a task

Task (Public Response Links) - This token inserts response links for a task. Response links allow you to respond to a task via email

Task (Public Response URLs)* - This token inserts response URLs for a task. Response links allow you to respond to a task via email

Task Assigned To - This token will insert the name of the Task Assignee for a task

Task Notes - This token inserts task notes for a specified task

Task Checklist (Selected/Comma Separated) - This token inserts a comma separated list of selected checklist items on a task

Task Checklist (Selected/New Line Separated) - This token inserts a new line separated list of selected checklist items on a task

Task Checklist (All/New Line Separated) - This token inserts a new line separated list of all the items in a checklist

Task List (Step Guide) - This token inserts a list of tasks in a step by step guide

Task List (New Line) - This token inserts a list of tasks separated by a new line

Task Milestone List (New Line) - This token inserts a list of the process milestones separated by a new line

Account Name - This token inserts the name of the ProcessPlan account

User Group: Example (Name List) - This token inserts the name of each member in a specified user group

User Group: Example (Email List) - This token inserts a list of email addresses for members of a specified user group

User Group: Example (Least Utilized User Name) - This token inserts the name of the least utilized user in a specified user group

User Group: Example (Least Utilized User ID)* - This token inserts the ID for the least utilized user in a specified user group

Work Schedule: Example (ID)* - This token inserts the ID for the specified work schedule

Current Field Text - This token inserts the current text in a process field that triggers an action