Subscription Description Templates
Descriptions on posted lines can automatically extend with additional information.
To create a new template
By default a few templates that businesses often use are provided. You can, however, add as many as you need.
- Choose the Choose the
icon, enter Subscription Description Templates, and then choose the related link. - Choose the New action.
- Fill in the fields as necessary. Hover over a field to read a short description.
- To automatically insert related values in the resulting description text, enter the following placeholders in the Template field .
| Placeholder | Value |
|---|---|
| %1 | Content of the Description field on the subscription line |
| %2 | The first date of the period |
| %3 | The last date of the period |
| %4 | A automatic description of the period. Example: January 2021 - March 2021 |
| %5 | Content of the Reference field on the subscription header |
For example, if you write %1, %5, %4, then the resulting description will contain the following text: Services, Contract #1234, January 2021 - March 2021.
To set a default template for new orders
- Choose the icon, enter Subscription Description Templates, and then choose the related link.
- On the line for the template that should be used as default, check the Default checkbox.