Placeholders in Message field for Update Requests

When creating a message for an update request, I am trying to make an automation for general use. Within the message I tried to include {{Customer Name}} where Customer Name is a column name. I was reading somewhere that this should be able to pull in the details from the Row the update request is being sent for. However, during test it just shows {{Customer Name}}.

Is there a way to write the message of an update request to dynamically pull the data from the associated field the request is being sent for?

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Accepted answers

Paul Newcome

Make sure you are in fact using the appropriate column name. If there is an extra space or two in the column name itself, it will not be visible but will be stored on the back end.

If you open up the column properties, you should be able to see any extra spaces in the column name there. You can also copy the column name from there and then paste it into your automation.

All comments

Paul Newcome

Make sure you are in fact using the appropriate column name. If there is an extra space or two in the column name itself, it will not be visible but will be stored on the back end.

If you open up the column properties, you should be able to see any extra spaces in the column name there. You can also copy the column name from there and then paste it into your automation.

Cristina Ayala

Thank you, that did it actually! I also tested a few different methods and determined that the {{Column Name}} method ONLY works in Automations, not when you try to do an Update Request since that section only has a message field, which I believe is only text based.

Paul Newcome

Yes. The {{Placeholders}} feature is for automations only, but you can set up an Update Request automation and should be able to use {{Placeholders}} there.

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