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Insert variables

Everything about variables

Welcome to Tallyfy’s help article on using Insert Variables! 🌟

Insert Variables are a powerful way to ensure that every user sees the right information at the right time in their tasks. With real-time updates, you can keep task descriptions up-to-date, even when information changes. Let’s dive in and learn how to make the most of Insert Variables.

Setting Up Insert Variables in Step Titles

To get started, follow these simple steps:

  1. Open your desired template in Edit mode. Image
  2. Create the necessary form fields in an independent task that will be used in a later dependent step title. Image
  3. In the dependent step title, click on the { } button to insert the variable.
  4. Launch your process, and voila! The step title will dynamically display the form value in its description.

Setting Up Insert Variables in Step Descriptions

Now, let’s see how to set up Insert Variables in step descriptions:

  1. Open your desired template in Edit mode.
  2. Create the necessary form fields in an independent task that will be used in a later dependent step.
  3. In the dependent step, create a description and insert the form variable using the { } button in the right-hand corner. Image
  4. Launch your process, and just like magic, the dependent task will display the form value in its description.

That’s it! You’re now a master of using Insert Variables in Tallyfy. 😎 Feel free to explore different use cases and make your workflows more dynamic and efficient. For any questions, check out our helpful documentation or reach out to our support team.

Happy Tallyfying! 🚀

Templates > Insert media

Users can enhance procedure descriptions by adding images files videos links tables and URLs through the Edit view’s Insert option in Tallyfy.

Templates > Variables

Variables enable the transmission of crucial information throughout process steps while ensuring dynamic content updates and consistent workflow execution.

Templates > Create a template

Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.
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