Using attributes to populate values/information
A special feature you can use in the line items is our {{ attributes }}. By using this feature, you can embed/populate values from the equipment/checklist and use them directly in the line items.
Take this example: At the checklist level, you have already specified the manufacturer name to be Mitsubishi. Within the line items, it's possible to use that value. For example, a line item could be: "Is the manufacturer: {{ Manufacturer }}?". That would be translated into "Is the manufacturer: `Mitsubishi`?".
CxPlanner uses a smart feature to auto-detect and utilize the attributes. It can even derive them from multi-line text (see examples below).
In the screenshot below, we are using two attributes:
As seen in the screenshot below, we have a dedicated column for the manufacturer, and another column named "data" which contains a lot of information.
When you import the template, your attributes will automatically use the data.
Take this example: At the checklist level, you have already specified the manufacturer name to be Mitsubishi. Within the line items, it's possible to use that value. For example, a line item could be: "Is the manufacturer: {{ Manufacturer }}?". That would be translated into "Is the manufacturer: `Mitsubishi`?".
CxPlanner uses a smart feature to auto-detect and utilize the attributes. It can even derive them from multi-line text (see examples below).
Setting up the checklist to use attributes
In the screenshot below, we are using two attributes:
The data to populate
As seen in the screenshot below, we have a dedicated column for the manufacturer, and another column named "data" which contains a lot of information.
Importing the checklists
When you import the template, your attributes will automatically use the data.
Updated on: 08/29/2024
Thank you!