Knowledge base

Inserting Runtime Variables

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Get an understanding of runtime variables and learn how to insert Runtime variables into the Template Editor.

First things first: Runtime variables are unique variables. In S-Docs, these include: 

  • Date
  • Date Time
  • Current User's Name
  • Email
  • Record Owner’s Name
  • Record Name
  • Template Name, and much more.

You can add runtime variables to the template using the drag-and-drop function or the@ symbol keyboard shortcut.

In the demo above, for instance, we want to add a Date runtime variable next to the text that says "Date:" in our template. 

To use the drag-and-drop function: 

1. Click the data icon in the left side bar. 

2. Click RUNTIME

3. Drag and drop the Date runtime variable field into the template

To use the @ symbol shortcut: 

1. Click where you'd like to add the runtime variable field to your template. 

2. Type the "@" symbol 

3. Search for the runtime variable you'd like to add to your template and select it from the dropdown search results.

You can add any of the runtime variables you need to your template.

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