You can use field placeholders throughout IRIS Elements Practice Management to automatically populate client data in emails, notifications, text messages, etc. They can also be used in task and job titles and descriptions.
All placeholders use the format {placeholder.fieldreference} where placeholder specifies where the data is coming from (such as client, job, etc) and fieldreference is the name of the specific field.
Here are some placeholder examples:
- {client.fieldreference} - data is pulled from the client record.
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{job.fieldreference} - data is pulled from a job, e.g. a form that is completed as part of a recurring job.
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{to.fieldreference} - data is pulled from a contact record.
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{from.fieldreference} - data is pulled from a user record and is used to populate the sender of an email or text.
We've provided a list of typical field placeholders, but you can also find the required placeholder by looking at the related form. You can then add the two components together to make up the field placeholder, e.g. {client.dateofbirth}.
Fallback placeholders
Fallback placeholders allow you to add multiple placeholders so that if the first one isn't available, the second one will be used, and so on. For example, {to.nickname/to.firstname} will display the nickname first and the firstname if the client does not have a nickname recorded. Simply separate each field placeholder with a forward slash.
You can also insert actual text in quotation marks to be displayed if no data exists, e.g. {to.nickname/to.firstname/"Esteemed customer"} .
This doesn't work for number fields.