- Extra Template Placeholders

Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
Training
- Training Videos
- Training Courses
Desktop Environment
- Introduction
- Desktop
- Records
- Landing Pages
  - Bulk Actions
- Customising Views
  - Customising Columns
  - Filtering
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Notifications & Reminders
Activities
- Introduction to Activities
- Using Activities
  - Meetings
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Email Mailing Lists
  - Creating Mailing Lists
- Email Dropbox
- Sending Bulk Email
Forecasts & Quotas
- Introduction to Forecasts & Quotas
- Sales Forecasts
  - Adjusting Forecasts
  - Included Forecasts
- Sales Quotas
Importing Data
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
  - Import Requirements
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Marketing Campaigns
- Products
  - Pricing Schemes
  - Supply Schemes
- Upload Library
  - Using the Upload Library
- Templates
- Mail Shots
  - Creating a Mail Shot
- Using HubSpot with Workbooks
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
People & Organisations
- Introduction to People & Organisations
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- Relationships
  - Direct Relationships
  - Third Party Relationships
- Using Postcode Lookup
Reporting
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Sharing Reports
- Using Formulae
  - Using Calculated Criteria
- Dashboards
  - Displaying & Adding Dashboards
- Charts
  - Creating Charts
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
Workbooks Glossary
- Workbooks Glossary
Workbooks Mobile Client
- Workbooks Mobile Client
Outlook Connector
- Workbooks Outlook Connector
- Installation Guide
  - First Run Assistant
- Using the Outlook Connector
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
  - Creating & Modifying Picklists
  - Record Types
- Automation
  - Processes
    - Process Logging
  - Workbooks Scripts
- PDF Configuration
Releases & Roadmap
- Roadmap
- March 2013 Release
- November 2012 Release
- October 2012 Release
- June 2012 Release
- January 2012 Release
- October 2011 Release
- September 2011 Release
- May 2011 Release
- February 2011 Release
- Autumn 2010 Release
- Summer 2010 Release
- Spring 2010 Release
Administrator Service
- Introduction to the Administrator Service
- Make a Request
Support
- About Workbooks Support

Tip:

These placeholders must be typed in but can be used on all types of template.

Regardless of the type of template you are creating you can include placeholders to return information about the current user, the current date and so on. For these placeholders to work it's important that the correct syntax is used when typing in the information.

The table below shows the options available and the syntax that must be used. You must include the @ symbols.

Option	Syntax	Comments/Examples
The currently logged in user's name	@my_user_name@
The currently logged in user's email address	@my_user_email@
The current date	@current_date@	30/09/2011
The current date displayed in UK format	@current_date_uk@	30/09/2011
The current date displayed in US format	@current_date_us@	09/30/2011
The current date displayed in ISO format	@current_date_iso@	2011-09-30
The current date & time	@current_datetime@	30/09/2011 17:26
The current date & time displayed in UK format	@current_datetime_uk@	30/09/2011 17:26
The current date & time displayed in US format	@current_datetime_us@	09/30/2011 05:26PM
The current time	@current_time@	17:26
The current time displayed in UK format	@current_time_uk@	17:26
The current time displayed in US format	@current_time_us@	05:26PM
The currently logged in user's employer	@my_employer_name@
The template logo for the currently logged in user's account	@my_logo@	NOTE: This will display the URL for the template logo stored in the Upload Library, not the image itself.

Tags:

placeholders