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Workflow ids

Updated: 2018-08-23

Copy or export workflow ids

You can use workflow items in conditions in templates. To copy the ids from the workflow screen:

  1. With a file open, go to the File menu and click on Info.
  2. Right-click on a workflow item and select Copy ID for Template.
    copy-workflow-id
  3. In options, you can also right-click on an item to get the ID.
  4. Or, you can export all items by clicking on the Export task list link.
    Workflow options

Template functions for workflow ids

You can use these ids in the following functions:

Function Example
istaskcomplete

{{#istaskcomplete(CurrentClient, "Planning") }}

This text will show if the Planning task is complete.

{{/end}}

isnottaskcomplete

{{#isnottaskcomplete(CurrentClient, "Planning") }}

This text will show if the Planning task is not complete.

{{/end}}

taskcompleted

Planning was complete on the following date {{taskcompleted(CurrentClient, "Planning")}}.

tasktitle

{{tasktitle(CurrentClient, "Planning")}} was complete on the following date {{taskcompleted(CurrentClient, "Planning")}}.

Full example

{{# istaskcomplete(CurrentClient, "Planning") }}

This will show if the planning item is complete. {{ tasktitle(CurrentClient, "Planning") }} completed on {{ format(taskcompleted(CurrentClient, "Planning"), "January 2, 2003") }}.

{{/ istaskcomplete(CurrentClient, "Planning") }}