Workflow IDs

Updated: 2023-10-24

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 Track sidebar and find the workflow item you need.
2. Right-click on a workflow item and select Copy ID for Template.
   
3. In Workflow Options, right-click on an item and select Copy ID for template.
4. Export all items by clicking on the Export task list link.
   

Template Functions for Workflow IDs

You can use these IDs in the following functions:

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") }}

Workflow Task Details in Templates

By placing the following items within the task() function and calling the task’s workflow ID, you can use the details of the task in templates.

Use any of the elements in the following table between tags with the task() function to show details of the task in a template. For example

{{#CurrentClient}}
{{# task("MailedReturnToClient") }}
{{Summary}}
{{/ task}}
{{#CurrentClient}}

To use the above example in your own code, replace the MailedReturnToClient with any workflow ID and {{Summary}} with any code from the table below.

Using Task Details in Conditions

For any of the True or False task details, you can show or hide text based on that test. For example:

Formatting Dates in Task Details

You can format dates outputted by these task details. See the Dates help topic for more examples.