I was wondering if smartrules support this.
It looks like the syntax %recordName% shows up name, but I tried %recordteacher% or %teacher% but it doesn’t fetch the name, but just renames like %recordteacher%.
Am I doing something wrong ?
I was wondering if smartrules support this.
It looks like the syntax %recordName% shows up name, but I tried %recordteacher% or %teacher% but it doesn’t fetch the name, but just renames like %recordteacher%.
Am I doing something wrong ?
Where did you see this syntax? And what even is this recordteacher?
That does not work, afaict. The % syntax is for predefined placeholders only, explained in the manual.
To add custom metadata values to record names, you’d need a script, I think.
A script isn’t required. Placeholders for custom metadata can be inserted like any other placeholder via the contextual or pop-up menu. The %placeholder%
syntax is only necessary in templates or scripts.
cgrunenberg was quicker than me, but I’ll just add this screenshot
@BLUEFROG I think it might be a good idea to add a short sentence/paragraph spelling this out in Appendix > Placeholders or somewhere in relation to smart rules & batch processing. I don’t see it mentioned very much in the manual, and not directly in relation to those. It’s pretty intuitive when you’re aware—but it’s so powerful that it should be easy to learn