How to use dynamic variables in case templates?

Priyesh Modi — Wed, 24 Aug 2022 16:10:14 GMT

Hi,

We've currently setup case templates that automatically add comments, and change fields however cannot use dynamic variables and was wondering if there was a way. Using Response templates seems to solve this but you cannot pin them so you have to remember the template names and search for them. Ideally Response templates wouldn't be even needed if case templates could use dynamic variables to call out current contact's first name or to sign off with the current user.

Any solutions?

Thanks,

Priyesh Modi

Re: How to use dynamic variables in case templates?

Yousaf — Wed, 24 Aug 2022 18:42:36 GMT

Hi Priyesh,

Please refer and see if it works in your scenerio. With a little modification maybe

Dynamic field value for name of template table???

Mark Correct or Helpful if it helps.

question Re: How to use dynamic variables in case templates? in CSM forum

How to use dynamic variables in case templates?

Re: How to use dynamic variables in case templates?