Using Macros
How do I reference one field from within another?
Ben Q avatar
Written by Ben Q
Updated over a week ago

Macros offer a simple way to utilize a field’s value across other fields. For example, if you had a Client name field, you can simply enter “{Client name}” within another field and the add-in will dynamically insert the value of Client name into the new field where it is referenced. Here’s an example:

Field #1: Client name = John Smith

Field #2: Client address = {Client name} lives at 123 Main St.

After inserting “Field #2” into the document and clicking Populate, the value for “Field #2” becomes: John Smith lives at 123 Main St.

In addition, macros can be particularly helpful when used in Conditional fields to reference other values that have already been specified. For example, in a Conditional field, use a macro in the THEN statement by selecting the button with the + sign on it to the right of the input box and select another field you have created to reference.

Finally, when you update a field name, the add-in searches for existing macro references in the current template. If any are found, they are updated to reference the new field name.

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