Accessing Variables in Document Templates

Step-by-Step Instructions

1. 

   In this guide, you will learn how to access variables for your document templates in FieldMagic.

2. 

   Navigate to the Document Templates section and open Customer Invoices. You will see the available templates listed here.

3. 

   Open a template such as Customer Invoice to view its structure. Click the Sample Payload button to access the available variables.

4. 

   The sample payload is displayed in JSON format. Here you can see the customer details, line items, and other available fields.

5. 

   Scroll through the payload to find job details and any additional fields. Use these variable names in your template to pull in dynamic data.

6. 

   The payload also includes related time entries, materials, and other associated records. This same approach applies to all record types in FieldMagic.