Adding SmartFill to Templates and Projects

Created by Niharika Pandey, Modified on Tue, 2 May, 2023 at 4:32 PM by Niharika Pandey

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How to add SmartFill to your Projects as well as Templates?
How to add Conditional SmartFill to Templates?
Adding SmartFill and ConditionalSmartFill to Project Templates
Adding SmartFill and Conditional SmartFill to Document Templates
Adding SmartFill to Form Templates
Adding SmartFill and Conditional SmartFill to Project Update Templates
Adding SmartFill to Projects

Information about projects and team members can be dynamically updated thanks to Rocketlane's SmartFill feature. SmartFill is supported for rich text format fields in both Project modules as well as Templates. This can be used as a dynamic text replacement solution, for customising standard messaging and project updates based on real time customer data and for instant access to important project information.

Using SmartFill, you can obtain real-time values for both default and custom project fields and team member fields. Team member fields are nested under the roles that are available in your account.
In templates, how the SmartFill field values are updated will depend on the project to which they have been added and the fallback value provided.

In essence, SmartFill offers a syntax based as well as an in-app selection panel from which you can select project as well as team member fields. Conditional SmartFill enables you to build custom if/else blocks based on conditional project field filters and supports the rich text format.

You can also provide fallback values for both SmartFill as well as Conditional SmartFill added to templates, so that a contingent text is available to substitute the preferred value in case it is not available.

Note: For user type project fields, we support the respective team member fields also. You can click on a user/ multi user field and select the particular team member field(s) for the user(s).

How to add SmartFill to your Projects as well as Templates?

Syntax:

{{project.projectField | FALLBACK}}

Add the opening braces for the syntax ( {{ ) and choose project field or team member field option from the SmartFill selection panel.

In templates and certain modules in projects, you can click on the in-app SmartFill icon and choose SmartFill here to see the project as well as team member fields selection pop up where your cursor is placed.

Post selecting the SmartFill field, the SmartFill placeholder text appears in the syntax format which has two sections:

Project Field
Fallback

You can click on the project field and replace the selection by choosing another project field.

Click on 'Add fallback' to add a substitute value to be displayed incase the value for the project field has no values to return.

You can type in the Fallback text to be displayed when the SmartFill field value is not available. Click on Done to save the text.

The SmartFill syntax will look like the below screenshot when added to in templates. When the templates are added to a project the SmartFill syntax will be replaced by project field values or the fallback value.

How to add Conditional SmartFill to Templates?

Note: Conditional SmartFill is not supported in Projects as well as Form Templates. It is only available in Project Templates, Document Templates and Project Update Templates.

Syntax:

{% if | CONDITION %}
{% elseif | CONDITION %}
{% else | FALLBACK %}
{%endif%}

Conditional SmartFill enables you to build custom if/else blocks based on conditional project field filters and supports the rich text format.

After adding the opening braces for the syntax ( {% ), the Conditional SmartFill panel opens up.

In templates, you can click on the in-app SmartFill icon and choose Conditional SmartFill here and the Conditional SmartFill panel opens up.

You can start building your custom if/else block from the Conditional SmartFill dialog box.

Add a filter condition based on project field values from the IF block.

Next, add the text that you want to be displayed in case the IF condition is satisfied.

Pro Tip: The text blocks in the Conditional SmartFill dialog box supports the SmartFill feature. So, you can add the opening braces for the syntax ( {{ ) and choose project field or team member field options from the selection panel.

You can add an else if condition by clicking on the 'Add else if' button.

Set the filter conditions and text for the ELSE IF block.

Add the text for the ELSE block and click Done.

The Conditional SmartFill syntax will look like the below screenshot when added to in templates. When the templates are added to a project the Conditional SmartFill syntax will be replaced by project field values or the fallback value.

Adding SmartFill and ConditionalSmartFill to Project Templates

From Task descriptions
From Private Notes in a Task
From Documents in Spaces

Adding SmartFill and Conditional SmartFill to Document Templates

Adding SmartFill to Form Templates

Note: Form Templates only supports SmartFill. It does not support Conditional SmartFill.

In the Question Field label, add the opening braces for the syntax ( {{ ) and choose project field or team member field option from the SmartFill selection panel.

Adding SmartFill and Conditional SmartFill to Project Update Templates

Adding SmartFill to Projects

 Note: You can only add SmartFill to projects and there is no fallback value also involved. If the project field or team member field is populated, it will show the value where the cursor is placed or it will return nothing.