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Reference / Computed Columns

Template Column

Display dynamic text that can change with the values in other columns.

Template columns allow you to display dynamic text from data found in other columns.

For instance, you can use template columns to create messages where you need to display user-specific information. Check out this example:

“Welcome, NAME!” is the message and NAME is a user-specific information extracted from a column source.

Creating a Template Column

To create a template column:

Adding a new column
Adding a new column
  • Name your column and select “Template” as the type.

  • Enter the full text of the message you want to configure. Be sure to leave placeholders for every spot where you want to automatically substitute user-specific data.

  • Enter the text that should be replaced. Then, select which information should replace that text.

Configuring the Template Column
Configuring the Template Column
  • If you’d like to make multiple replacements, select “Add replacement” and make a new entry for each word that should be replaced.
Add Replacement in Template Column
Add Replacement in Template Column
  • When you are finished, select “Done.” The text in your column should automatically update with the customized, user-specific information you’ve chosen.
An example of a Template Column
An example of a Template Column

It can be helpful to use brackets or capital letters in your template message so it’s obvious where you should swap out the text.
For example: “Welcome, NAME! Today is DAY.” Becomes: “Welcome, Elina! Today is Thursday.”

Information from User Profiles

If you plan to display user-specific information, such as names, make sure to set up User Profiles in your app. This way, data specific to that user in your template column is displayed properly in your app.

Updated 6 days ago
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