Updated: 2020-07-23
You can use workflow items in conditions in templates. To copy the ids from the workflow screen:
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")}}. |
{{# 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") }}
By opening by placing the following items within the task() function and calling the task's workflow ID, you can get use the details of the task in templates.
| Code | Description | Sample result |
|---|---|---|
| {{# task("WorkflowID") }} {{/ task }} |
Statement to surround all of the following elements with. It declares the task from which to pull the information. Be sure to surround it with {{#CurrentClient}} or another tag to define the context, and replace WorkflowID with the ID of the task you want to reference. You can copy this ID by right-clicking on a task in options or in File Info. | n/a |
| {{ Title }} | Title of the workflow item. | Engagement letter signed and on file |
| {{ Subtitle }} | Subtitle of the workflow item (if available). Depending on the task, this could be a tracking number or transmission confirmation number, etc. | n/a |
| {{ InProgressSummary }} | Display a summary of what shows when the task is not yet complete. | Waiting to receive engagement letter |
| {{ Summary }} | Display the summary of the task when complete. | Engagement received by Elizabeth on 2018-08-10 |
| {{ ShortSummary }} | Display the short summary of the task when complete. | Signed engagement letter received |
| {{ IsCompleted }} | Check whether the task is complete. | True or False |
| {{ IsNotCompleted }} | Check whether the task is not complete. | True or False |
| {{ CompletionDate }} | Display the date when the task was completed. | 2018-08-10 3:24:36 PM |
| {{ TargetCompletionDate }} | Display the expected completion date for the task. Currently only applies to the CompletionDate workflow id in the Due date task. | 2018-08-10 3:24:36 PM |
| {{ IsOverdue }} | Check whether the task is past-due based on the completion date. Currently only applies to theCompletionDate workflow id in the Due date task. | True or False |
| {{ UserName }} | Display the username of the person who completed the task. | Elizabeth |
| {{ HasComments }} | Check whether there are any comments on the task. | True or False |
| {{ Comments }} | Display the comments associated with the task. | n/a |
| {{ IsVisible }} | Check whether this task is visible based on the Show check box in options. | True or False |
| {{ IsOptional }} | Check whether this task is optional based on the Required check box in options. | True or False |
| {{ IsRelevant }} | Check whether this task is relevant based on the content in the return. For example, is there a T1135 required? If so, the T1135 tasks display. | True or False |
| {{ IsOverridden }} | Check whether an automatic task is manually overriden in the client's return. | True or False |
| {{ TrackingNumber }} | Display the tracking number for the task. Currently only applies to the TrackingNumber workflow ID. Must be surrounded by {{# task("CourieredReturnToClient")}} {{/task}} to work. | 1234577 |
For any of the True or False task details, you can show or hide text based on that test. For example:
| Example |
|---|
| {{# CurrentClient }} {{# task("EngagementLetter") }} {{# IsCompleted }}Show this text if the task is complete.{{/ IsCompleted }} {{# not(IsCompleted) }}Show this text if the task is not complete.{{/ not(IsCompleted) }} {{/ task }} {{/ CurrentClient}} |
You can format dates outputted by these task details. See the Dates help topic for more examples.
| Example | Result |
|---|---|
| {{# CurrentClient }} {{# task("EngagementLetter") }} {{ CompletionDate }} {{ format(CompletionDate) }} {{/ task }} {{/ CurrentClient }} |
2019-01-23 3:02:00 PM January 23, 2019 |
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