Articles on: Checklists

Customize line items with extra data [Advanced]

If you a looking for attributes (using equipment data dynamically) visit the attribute help page

Available transforms



DescriptionFormat
Link{{ link:google.com }}
Link with name{{ link:CxPlanner:https://cxplanner.com}}
File{{ file:schematic.pdf }}
File with name{{ file:FILENAME:schematic.pdf }}
Review{{ review:schematic.pdf }}
Review with name{{ review:FILENAME:schematic.pdf }}
Loom video{{ embed:https://www.loom.com/share/7ef06edabdfb4cbca3bc271045e61bcd }}
YouTube video{{ embed:https://youtu.be/jRWmFRcLvho }}
Images{{ img:https://cxplanner.com/images/logo/CxPlanner_logo_black_brightBlue.png }}
Fold out section{{ details:Read more }}
Bold textText within double asterix
Italic textText within double underscore
List format* Text with asterix in front


Customize the names in the Template center





The end result in a test



Updated on: 12/30/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!