Get an understanding of runtime variables and learn how to insert Runtime variables into the Template Editor.
First things first: Runtime variables are unique variables. In S-Docs, these include:
- Record Owner’s Name
- Record Name
- Date Time
- Date
- Current User’s name
Create your template.
Add Runtime variables to the template using the drag-and-drop function or the “@ symbol keyboard” shortcut.
Using the text editor, manually type in the following words in the template:
- “Record:”
- “Record owner:”
- “Current user:”
Then, using drag and drop, drop the corresponding Runtime variables over after each entry:
- Record name
- Record Owner’s name
- Current User’s name
You can add any of the runtime variables you need into your template.
