Form Document Template General Fields Library

When creating your form document templates to display the captured form data, only a subset of the document Template merge fields are available to be used. Unfortunately these are inherently different and a merge field that works on a document template may very well not work on a form. Below is the current list of applicable merge fields that work with WorkGuru forms, broken down by type:

• Project Form Fields
• Production Job Form Fields
• Client Form Fields
• Quote Form Fields
• Asset Form Fields

Project Form Fields

[ProjectNumber]

[ProjectName]

[ProjectDescription]

[ProjectStartDate]

[ProjectDueDate]

[ClientPurchaseOrder]

[ProjectContactName]

[ProjectContactPhone1]

[ProjectContactPhone2]

[ProjectContactEmail]

[ProjectTotal]

[ProjectTax]

[ProjectTotalIncTax]

Production Job Form Fields

[PJNumber]

[PJName]

[PJDescription]

[PJStartDate]

[PJDueDate]

Client Form Fields

[ClientName]

[ClientABN]

[ClientAddress1]

[ClientAddress2]

[ClientState]

[ClientCity]

[ClientPostcode]

[ClientWebsite]

[ClientPhone]

[ClientFax]

[ClientCreditLimit]

[ClientCreditDays]

[ClientCity]

Quote Form Fields

[QuoteName]

[QuoteNumber]

[QuoteDisplayNumber]

[QuoteRevisionNumber]

[QuoteDate]

[QuoteExpiryDate]

[QuoteRecommendedJobDate]

[QuoteDescription]

[QuoteContactFullName]

[QuoteContactFirstName]

[QuoteContactLastName]

[QuoteContactPhone]

[QuoteContactPhone2]

[QuoteContactEmail]

[QuoteOwner]

[QuoteOwnerFirstName]

[QuoteOwnerLastName]

[QuoteOwnerPhone]

[QuoteOwnerEmail]

[QuoteTotal]

[QuoteTax]

[QuoteTotalIncTax]

[QuoteProductTotal]

[QuoteTaskTotal]

[QuoteProductOptionsTotal]

[QuoteTaskOptionsTotal]

[QuoteProductTotalCost]

[QuoteTaskTotalCost]

[QuoteProductTotalTax]

[QuoteTaskTotalTax]

[QuoteProductOptionsTotalTax]

[QuoteTaskOptionsTotalTax]

[QuoteProductTotalIncTax]

[QuoteTaskTotalIncTax]

[QuoteProductOptionsTotalIncTax]

[QuoteTaskOptionsTotalIncTax]

[QuoteWeight]

[QuoteVolume]

[QuoteMargin]

[QuoteTotalCost]

[QuoteForecastProfit]

Asset Form Fields

[AssetName]

[AssetType]

[AssetSerialNumber]

[AssetBillingClient]

[AssetClient]