Variables
Form variables allow access to the information contained in a form submission, by providing placeholders for a specific pieces of data e.g. an answer to a question or the customer's name.
These placeholders can be used in a number of different places throughout a form including in form and page instructions and in integrations with third party systems.
Jadu Central provides a few different types of placeholders:
- Answer variables: variables for the answer to each question on your form, which will be replaced with the customer's answer to the question.
- Question variables: variables for the text of each question on your form.
- Definitions variables: variables for each definition you create, which will be replaced with the result of the definition when used.
- Logic variables: variables are provided for each logic you add to your form, which will be replaced with the result of the logic formula when used. For example, if you add a logic called
Add 10
with a formula of{{ Response - Q1 }} + 10
,{{ Logic - Add 10 }}
will become the answer to Q1 plus 10. - Standard variables: a number of standard variables are provided, to expose certain pieces of information about the form, the customer, and their submission. It is also possible to develop your own standard variables if you have programming experience in PHP - see the developer guide for more information on how to do this.
Using form variables in content
One of the main uses of variables is to put some data from the form or the customer submission into content on the form such as within page instructions or on the complete page.
Some questions, such as text fields and text areas, will offer one variable - the customer's answer. Questions such as dropdowns and radio buttons, will offer multiple variables - one for the selected label, and one for the selected value. More complex question types, such as matrices or integrated components, will offer slightly different variables.
To insert a form variable into rich text content:
- From within the document editor, click the Insert Placeholder button in the editor toolbar. The variable picker window will open.
- Click the appropriate tab in the variable picker, and click the Insert button next to the variable you wish to insert.
To insert a form variable into a compatible text field:
- Click the # Variable button. The variable picker window will open.
- Click the appropriate tab in the variable picker, and click the Insert button next to the variable you wish to insert.
Provided standard variables
Name | Description |
---|---|
Form - All Questions/Answers | A list of all answered questions in the submission |
Form - Connect Case Link | A link to a Jadu Connect case raised by the form (requires a corresponding Jadu Connect form action to be set up) |
Form - Connect Case Reference | The reference of the first case created in Jadu Connect when submitting the form. If no cases were created, this returns an empty value. |
Form - Connect / Reference Number | The reference of the first case created in Jadu Connect when submitting the form. If no cases were created, this returns the user form reference instead. |
Form - Channel | The submission channel, either WEB or CSO |
Form - File Upload Total (MB) | The total size of all files uploaded to the form. |
Form - Identifier | The ID of the form |
Form - Instructions | The form instructions, if present |
Form - Reference No | The reference of the customer's submission |
Form - Sequence ID | The submission reference relative to this form only, e.g. 2 if it is the 2nd completed submission of this form |
Form - Started Date | The date the form was started |
Form - Started Time | The time the form was started |
Form - Submitted Date | The date the form was submitted |
Form - Submitted Time | The time the form was submitted |
Form - Title | The title of the form |
Internal - Connect Person Reference | The corresponding Jadu Connect person reference, if present |
PayBridge - Payment Reference | The corresponding payment reference in PayBridge, if present (requires a corresponding PayBridge form action to be set up) |
User Form - Generated PDF Link | A link to download a generated PDF, if present (requires a corresponding PDF form action to be set up) |
User - * | Pieces of information relating to the customer submitting the form |
User Organisation - * | Pieces of information relating to the organisation of the customer submitting the form |