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Logbook merge tag not working

The logbook merge tag is not picking up information: [[Screen Name.Field Name]]

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Written by Joshua Shooter
Updated over 2 months ago

When using merge tags, ensure to type the merge tags into the text editor, and not copy paste them directly, as this may result in the system not reading the tag correctly.

The way to populate this merge tag would be as follows:

Screen Name = Logbook Name

Field Name = Field within the logbook

For example, if you wish to include the expiry date from the training logbook, you would enter the merge tag as follows:

[[Training.Expiry Date]]

The screen name and field name must be entered exactly as they are stored within the system and are case-sensitive. This will pull the data from the most recent logbook record for the Employee.

πŸ“ŒNote: If there is no data for that field, then this would be left blank.

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