Where can I use merge tags?

There are two main places where these tags can be used--within Documents (all merge tags are available there), and within the default property of Text fields (the tags available here are limited) within custom sets.

General Format

Merge tags are enclosed within double curly brackets, like this

{{[Name of the tag]}}

Some tags can accept a single unnamed option as its first option directly after the tag name, separated with a ".", like this:

{{[Name of the tag].[Option value]}}

Additional named options can be added by chaining more ".", formatted like this:

{{[Name of the tag].[Option name]:[Option value]}}


Table

The table merge tag is available in Documents, and will display records in the set specified in the unnamed argument in a table.

A set name must be specified as the first unnamed argument:

{{Table.[Set name]}}

Ex: {{Table.Tasks}}

It accepts the following named arguments:

Show

  • A list of fields on the set to show, separated by commas, to be shown in their own columns in the table.

{{Table.Tasks.Show:[Field Names]}}

Ex: {{Table.Tasks.Show:Name, Assignee,Due Date}}

Nest

  • A Pointer Field on the given set, to visually nest within the table.

{{Table.Tasks.Nest:[Pointer Field Name]}}

Ex: {{Table.Tasks.Nest:Subtasks}}

Group by:Parent

  • A property on the set to visually group the records by. Currently, this only works with the Parent property.

{{Table.Tasks.Group by:Parent}}

Ex: {{Table.Tasks.Group by:Parent}}

Putting all these (optional, named) arguments together, we can view a list of a hypothetical Tasks set records, with columns for Name, Assignee, and Due Date fields, nesting Subtasks, and grouping by the Task's Parent like this:

{{Table.Tasks.Show:Name,Assignee,Due Date.Nest:Subtasks.Group by:Parent}}

List

The list merge tag is available in Documents and Text Fields, and accepts the following named arguments:

Show

  • A list of fields on the set to show, separated by commas, to be shown in nested list items, labelled with their Field Name.

{{List.Tasks.Show:[Field Names]}}

Ex: {{List.Tasks.Show:Name, Due Date}}

CreatedOn:today

  • To specify records in the set created over a certain time range. Currently, only "today" is available.

{{List.Tasks.CreatedOn:today}}

Ex: {{List.Tasks.CreatedOn:today}}

Nest

  • A Pointer Field on the given set, to visually nest within the table.

{{List.Tasks.Nest:[Pointer Field Name]}}

Ex: {{List.Tasks.Nest:Subtasks}}

Copy:Nest

  • Instead of just pulling records to view, copy them and view the new copies. Currently this requires the Nest argument to be used, and can only be applied to records pulled in at the pointer specified in the Nest argument.

{{List.Tasks.Copy:Nest}}

Ex: {{List.Tasks.Copy:Nest}}

Where

Some limited filtering is available through the Where argument. Currently, the Where argument can be used to filter:

  • where Date fields on the set being pulled fall on a day matching a Date field on the context object, like this:

{{[List or Table].Tasks.Where:Due Date=Date}}

where Due Date is a date field on the Task set, and Date is a date field on the context object.

  • where Teammate fields on the set being pulled match the current user, like this:

{{[List or Table].Tasks.Where:Owner=Me}}

where Owner is a Teammate field on the Task set.

  • where the items being pulled share tags with the context object, like this:

{{[List or Table].Tasks.Where:Tagged With=Team Members}}

  • or, when the Parent object is a Team, the items being pulled are tagged with a member of the Team, like this:

{{[List or Table].Tasks.Where:Tagged With=Parent Team Members}}

Filters can be combined in the Where tag like this:

{{[List or Table].Tasks.Where:Tagged With=Team Members, Due Date=Date, Owner=Me}}

Context:Any

By default, the List and Table tags filter by the current context, based on tags. To pull in records from outside the current context, you can use the Context:Any argument, like this:

{{[List or Table].Tasks.Context:Any}}

this

The this tag is used to display individual field values on sets, or to navigate across pointers in sets to pull in collection data using the Table and List tags above. It does not have any named arguments. Its unnamed argument is the field name of the value which you want to display.

For example, if you have a Projects set with a Description property, and you are merging in the context of a record in that set, you could pull the Description property like this:

{{this.Description}}

Now, let's say you have a Pointer field on the Projects set called Plan, which points to a Plan set, and there are tasks that live within the Plan pointed to there. If you wanted to pull in those tasks from the context of a record in the Projects set, you could say:

{{this.Plan.List.Tasks}}, or
{{this.Plan.Table.Tasks}}

The named arguments for the Table and List tags can be inserted here as well.

{{this.Plan.List.Tasks.Show:Owner}}

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