Here is the compiled list of all meta variables that are available for use in Checkbox.
| Variable | Example | Description |
|---|---|---|
| [[current_assessment_url]] | N/A | Adds the URL link of the assessment in reference to the email, so that the reader can quickly go to the assessment. |
| [[transcript_link]] | N/A | Adds the URL link of an assessment which takes users to the platform to view the transcript with any uploaded files and the report. |
| {{FILE#}} | {{FILE5}} | Adds a download link for each file uploaded with this variable. |
| [[assessment_name]] | N/A |
Shows the current assessment name that the user is going through. |
| [[sensitive]] | N/A | Indicates whether the document is sensitive with either a "Yes" or "No". |
| [[assessment_uuid]] |
N/A | Shows the UUID of the current assessment. |
| [[app_name]] | N/A |
Shows the app name of the current assessment. |
| [[project_team_name]] | N/A |
Shows the current name of the Project Team of the current Assessment. |
| {{USER#.name}} | {{USER8.name}} |
Shows the name of the user selected in the given user picker. |
| {{USER#.email}} | {{USER8.email}} |
Shows the email of the user selected in the given user picker. |
| [[approve_button]] | N/A |
Creates an “Approve” button in approval workflow emails. |
| [[reject_button]] | N/A |
Creates an “Reject” button in approval workflow emails. |
| [[sendback_button]] | N/A |
Creates an “Send Back” button in approval workflow emails. |
|
[[reference]] |
N/A |
Shows the name of the Assessment reference ID. |
|
[[current_user_name]] |
N/A | Shows the name of the user currently assigned to the assessment. |
| [[current_user_email]] | N/A | This automatically fills the e-mail address field with the email address of the user currently assigned to the assessment. |
Limitations Matrix
View the matrix below for the limitations of where each meta variable can be used.
* - All meta variables marked with this asterisk CANNOT be used in public Assessments.
| Variable | FORM (Paragraph) | Rich Doc | Doc Builder | COMP | Table | |
|---|---|---|---|---|---|---|
| [[current_user_name]]* | Yes | Yes | Yes (Only using {{current_user_name}}) | Yes | Yes | No |
| [[current_user_email]]* | Yes | Yes | Yes (Only using {{current_user_email}}) | Yes | Yes | No |
| [[current_assessment_url]] | Yes | Yes | Yes (Only using {{current_assessment_url}}) | Yes | Yes | No |
| [[transcript_link]] | Yes | Yes | Yes (Only using {{transcript_link}}) |
Yes | Yes | No |
| {{FILE#}} | Yes | Yes | No | No | No | No |
| [[assessment_name]]* | Yes | Yes |
Yes (Only using {{assessment_name}}) |
Yes | Yes | No |
| [[sensitive]] | Yes | Yes | Yes (Only using {{sensitive}}) |
Yes | Yes | No |
| [[assessment_uuid]] |
Yes | Yes | Yes (Only using {{assessment_uuid}}) | Yes | Yes | No |
| [[app_name]] | Yes | Yes |
Yes (Only using |
Yes |
Yes |
No |
| [[project_team_name]] | Yes | Yes |
Yes (Only using {{project_team_name}}) |
Yes |
Yes |
No |
| {{USER#.name}} | Yes | Yes |
Yes |
No |
No |
Yes |
| {{USER#.email}} | Yes | Yes |
Yes |
No |
No |
Yes |
| [[approve_button]] | No | Yes (Only in Approval Workflow Emails) |
No |
No |
No |
No |
| [[reject_button]] | No | Yes (Only in Approval Workflow Emails) |
No |
No |
No |
No |
| [[sendback_button]] | No | Yes (Only in Approval Workflow Emails) |
No |
No |
No |
No |
|
[[reference]] |
Yes |
Yes |
Yes (Only using {{reference}}) |
Yes |
Yes |
No |