Accessing Variables in Document Templates

Step-by-step instructions

1. 
   Step 1

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

2. 
   Step 2

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

3. 
   Step 3

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

4. 
   Step 4

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

5. 
   Step 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. 
   Step 6

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