Skip to main content

Inserting Variables

From Central 4 onwards, the variable picker has been redesigned from a tab interface to a modal, with the ability to browse variables by page or section.

How to insert a variable

To insert a form variable into rich text content:

  1. From within the document editor, click the [P] Insert a Variable button.

Screenshot of Insert a variable in the rich text editor

The variable picker modal will open.

Screenshot of the Variable Picker modal

  1. Choose the Variable type (answer, question, metadata, logic, definition or manual text ) and press the Continue button.

Answer variables

If the Answer variable type is chosen:

  1. Choose the response, by either searching or navigating to an Answer variable.
  2. Configure and Transform the Output accordingly:
ElementConfigure VariableTransform Output
CheckboxAnswerComma-separated, JSON
CheckboxLabelN/A
DateN/ASite Locale, DD/MM/YYYY, MM/DD/YYYY, DD-MM-YYYY, MM-DD-YYYY. YYYY-MM-DD, Custom
DropdownAnswer, LabelN/A
Event BookingAnswer, Event ID, Event Date, Event Start Date/Time, Event End Date/Time, Event Duration, Weighting, CalendarN/A
File uploadN/AN/A
Flexible Event BookingAnswer, Start Date, Start Time, Duration in Hrs, Repeats, Repeat Frequency, Recurring Booking id, List of Confirmed Bookings (Connect), List of Confirmed Bookings, List of Reserved Bookings, CalendarFor Answer only: Comma-separated, HTML
Flexible Existing BookingsAnswer, LabelN/A
Hidden FieldN/AN/A
LocationN/AComma-separated, HTML
MatrixAnswer, column/row answer, column totalsFor Answer only: Comma-separated, HTML
Pricing SummaryAnswer, LabelN/A
Radio ButtonsAnswer, LabelN/A
Text areaN/AText, HTML
Text fieldN/AN/A
Repeatable questionsView configuration optionsText (optional headers, specify row and column separators), JSON, XML, CSV (optional headers)

Repeatable configuration options

You can choose whether to Output Response(s) or Perform Calculation

Output Response(s)

You can choose specific columns and transform their answers, based on the Transformation Outputs otions.

You can then choose specific rows:

  • All Rows
  • First Row
  • Last Row
  • Custom Rows
Perform Calculation

When performing a calculation, you can either select:

  1. Sum of Column and then Choose Column you want to sum.
  2. Count Answered Rows

Question variables

If the Question variable type is chosen:

  1. Choose the response, by either searching or navigating to an Question variable.

Metadata variables

If the Metadata variable type is chosen, these are the provided Metadata variables:

NameDescription
Administrator - *Pieces of information relating to the administrator submitting the form on behalf of the customer
Download a Copy of ICS fileCalendar file for Flexible Event Booking module
Form - All Questions & AnswersA list of all answered questions in the submission. Configuration options
Form - ChannelThe submission channel, either WEB or CSO
Form - Connect Case LinkA link to a Jadu Connect case raised by the form (requires a corresponding Jadu Connect form action to be set up)
Form - Connect Case ReferenceThe 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 Case Reference or Reference NumberThe 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 - File Upload Total (MB)The total size of all files uploaded to the form.
Form - IdentifierThe ID of the form
Form - InstructionsThe form instructions, if present
Form - Reference NoThe reference of the customer's submission
Form - Sequence IDThe submission reference relative to this form only, e.g. 2 if it is the 2nd completed submission of this form
Form - Started DateThe date the form was started
Form - Started Date & TimeThe date the form was started
Form - Started TimeThe time the form was started
Form - Submitted DateThe date the form was submitted
Form - Submitted Date & TimeThe date the form was submitted
Form - Submitted TimeThe time the form was submitted
Form - TitleThe title of the form
Internal - Connect Person ReferenceThe corresponding Jadu Connect person reference, if present
PayBridge - Payment ReferenceThe corresponding payment reference in PayBridge, if present (requires a corresponding PayBridge form action to be set up)
User Form - Generated PDF LinkA 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

Form - All questions and answers metadata variable

Screenshot of all questions and answers variable configuration options

From Central 4 onwards, there are transformation options available to allow configuration of the output. This includes:

  • Toggles for headers, hidden fields, and internal fields
  • Format selections: HTML or Text
    • HTML
      • Table with optional bolded questions
      • List with optional bolded questions, configurable Question separator
    • Text: with configurable Question separator

Logic variables

If the Logic variable type is chosen:

  1. Choose the Logic from the dropdown field.
  2. Press Confirm

Definition variables

If the Definition variable type is chosen:

  1. Choose the Logic from the dropdown field.
  2. Press Confirm

Manual text variables

If the Manual text variable type is chosen:

  1. Add your text into the text area field.
  2. Press Confirm