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. |
|
[[initial_owner]] |
N/A |
Returns the uuid of the Assessment's initial owner. This can only be used in the user field of the WORKFLOW block when assigning the workflow to the next user. "Do Not Require Confirmation" must be checked in the WORKFLOW block for this meta variable to work. |
|
[[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, nor in MERGE and FILTER blocks.
| Variable | FORM (Paragraph) | Rich Doc | Doc Builder | COMP | Table | Workflow | |
|---|---|---|---|---|---|---|---|
| [[current_user_name]]* | Yes | Yes | Yes (Only using {{current_user_name}}) | Yes | Yes | No | Yes (in the workflow email) |
| [[current_user_email]]* | Yes | Yes | Yes (Only using {{current_user_email}}) | Yes | Yes | No | Yes (in the workflow email) |
| [[current_assessment_url]] | Yes | Yes | Yes (Only using {{current_assessment_url}}) | Yes | Yes | No | Yes (in the workflow email) |
| [[transcript_link]] | Yes | Yes | Yes (Only using {{transcript_link}}) |
Yes | Yes | No | Yes (in the workflow email) |
| {{FILE#}} | Yes | Yes | No | No | No | No | Yes (in the workflow email) |
| [[assessment_name]]* | Yes | Yes |
Yes (Only using {{assessment_name}}) |
Yes | Yes | No | Yes (in the workflow email) |
| [[sensitive]] | Yes | Yes | Yes (Only using {{sensitive}}) |
Yes | Yes | No | Yes (in the email builder) |
| [[assessment_uuid]] |
Yes | Yes | Yes (Only using {{assessment_uuid}}) | Yes | Yes | No | Yes (in the workflow email) |
| [[app_name]] | Yes | Yes |
Yes (Only using |
Yes |
Yes |
No |
Yes (in the workflow email) |
| [[project_team_name]] | Yes | Yes |
Yes (Only using {{project_team_name}}) |
Yes |
Yes |
No |
Yes (in the workflow email) |
| {{USER#.name}} | Yes | Yes |
Yes |
No |
No |
Yes |
Yes (in the workflow email) |
| {{USER#.email}} | Yes | Yes |
Yes |
No |
No |
Yes |
Yes (in the workflow email) |
| [[approve_button]] | No | Yes (Only in Approval Workflow Emails) |
No |
No |
No |
No |
Yes (Only in Approval Workflow Emails) |
| [[reject_button]] | No | Yes (Only in Approval Workflow Emails) |
No |
No |
No |
No |
Yes (Only in Approval Workflow Emails) |
| [[sendback_button]] | No | Yes (Only in Approval Workflow Emails) |
No |
No |
No |
No |
Yes (Only in Approval Workflow Emails) |
|
[[reference]] |
Yes |
Yes |
Yes (Only using {{reference}}) |
Yes |
Yes |
No |
Yes (in the workflow email) |
|
[[intial_owner]] |
No |
No |
No |
No |
No |
No |
Yes for Assign to Next user user field (but only if the "Do Not Require Confirmation" is checked) |