Overview
Custom Replacement Fields are a tool to be used anywhere you want to have the same content displayed in every document or email that uses the replacement field.
You can make your own custom replacement fields for:
- Email notifications (customer notifications, email automations, and template emails)
- Document configuration spokes
If you have standard text—like Terms and Conditions—that you want to include in the document of every Program Plan, a custom replacement field is ideal.
By using a replacement field, you can insert the same content into multiple documents. If the text ever needs to be updated, you only have to make the change once in the replacement field, and it will automatically update every document that uses it.
ONCE YOU CREATE AND PUBLISH, DO NOT EDIT THE REPLACEMENT FIELD NAME!!! If you edit, it will break it everywhere it is used and there is no way to find where it is used unless you look in every single document or email.
Configure a Custom Replacement Field
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Click Add Custom Replacement Field.
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Enter a Name
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This name will appear in the replacement field list when configuring Email Notifications.
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It will be referenced as email:[name shown here]
Choose the name carefully and avoid changing it later. Once in use, renaming the field will break it in all documents or notifications where it’s applied.
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(Optional) Add Location-Specific Sections
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Use the Section Display Conditions in the toolbox to create content that displays only for specific locations.
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Publish Changes
Publish by clicking the carat next to Edit at right
Expand to preview by clicking + at the left
Adjust facility in preview to view.
Using your Replacement Field in Documents and Emails
In your email notification templates, look for the replacement field needed. It will be called email:[name you defined] for email replacement fields and document:[name you defined] for document replacement fields.