🎉 This article is written for our new form builder! If you are still using the old form builder, check out this article and don't forget to make the switch by January 31, 2023.
Personalize your client experience without manual work by adding smart fields to your form. When added to a text box element, smart fields will autofill client and project details once the form is added to a project.
In this article
What are smart fields?
A smart field is a text placeholder used in form templates and canned emails that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces:
The example above will populate with the client's full name. If you use this smart field in a contract template and then send that contract through a project, the smart field will be replaced by the client's first and last name. Pretty cool, huh?
Here are some examples of what can be autofilled in a form with smart fields:
client contact information
your business contact information
invoice details (i.e. to show line items or an invoice total on a contract)
package details (within a package element on a proposal)
For a full list of every smart field available, check out our Smart Field Reference Guide. Not all smart fields on the list can be used in form templates.
Insert a smart field on a form
Add a text box element to your form.
Double click on the text box to edit.
Click on the location in the text where you would like to insert the smart field.
Click the Smart Field menu in the toolbar and select a smart field to insert it.
👋 Here's a tip... while editing your template, most smart fields will not populate with any information. The form must be added to a project before the smart fields will populate.
Smart fields and your process
For a smart field to autofill a client's name or an invoice total, that information must already exist within the project where you're sending the form. Otherwise, the smart field will have no data to pull from and appear blank.
This means that the order of the steps in your process is very important! For example, if you want the project date to appear on your contract, you’ll need to collect the project date on another form (with a mapped field) or manually set it on the project before sending out the contract.
👋 Here's a tip... pay close attention to the sequence of sending your forms and emails to ensure that any smart field being used will have information to pull from.
Avoid smart field errors
When a smart field has not been inserted correctly, it may be invalid. An invalid smart field in a form will appear blank and not populate any information. To avoid this error:
ALWAYS insert a smart field by using the smart field menu in the text editor toolbar.
NEVER edit the text in a smart field.
When applying text formatting to a smart field, be sure that the entire smart field is formatted. For example, when underlining a smart field, the underline should be applied to the curly braces as well.
👋 Here's a tip... copying and pasting a smart field will work in certain situations (like adding a smart field to a canned email subject line), but as a rule of thumb, always insert from the smart field menu!