Dynamic notes

How to use the portal variables and logic operators that make up dynamic notes

This feature it only available on one of our Business or Enterprise plans. Please speak to your account manager should you wish to upgrade or know more.

Dynamic notes provide the ability to use portal variables and if, else, each and unless logic statements. Culminating in the ability to create a more personalised user experience without the effort of having to create many individual versions of the same note.

Using {{#if user.firstName ""}} Hi {{user.firstName}} {{else}} Hi there! {{/if}} allows you to create a personalise welcome to any note!

Below you'll find an example of what's possible with dynamic notes, here we are using one to welcome the student and through automations and user attributes we can display their last 3 scores!

You can use dynamic portal variables and user attributes for personalisation, contextual links, and relevant information.

A dynamic note used as a homepage

Below is breakdown of the available variables that can be used in a note:

Variable name	Description
User ID	User id of the users account
User First Name	First name from the name field of the users account
User Last Name	Last name from the name field of the users account
User Full Name	Full name from the name field of the users account
User Email	Email from the email field of the users account
User Time Zone	Time zone of the users account
User Locale	Locale of the users account
User Token	Current Token of the user viewing the note
User Subportal ID	The Subportal ID of the user viewing the note
Custom User Attributes	Any custom user attributes will be displayed in the list, these will populate with the data that has been set on the users account that is viewing the note
Portal ID	Portal ID of your portal
Portal Name	Portal Name of your portal
Portal URL	URL of your portal

Using logic operators allows you to take user data, check and perform various operations depending on truthy falsey values or matching values.

Below is a list of the Logic operators available to use in a note:

Logic operator	Behaviour on a dynamic note	Syntax
if	If condition A is true, execute block A.	{{#if user.firstName ""}} Hi {{user.firstName}}
if/else	If condition A is true, execute block A. Else, execute block B.	{{#if user.firstName ""}} Hi {{user.firstName}} {{else}} Who are you? {{/if}}
if/elseIf/else	If condition A is true, execute block A. Else If condition B is true, execute block B. Else If condition C is true, execute block C. If no conditions are true, execute the else block.	{{#if user.firstName ""}} Hi {{user.firstName}} {{else if user.email ""}} Hi {{user.email}} {{else}} Hi there! {{/if}}
unless	Unless condition A is true, execute block A.	{{#unless user.name "John"}} Weclome to the portal John! {{/unless}}
each	For each item in a collection, execute the block for that item.	{{#each user.attr.subjects}} this.value {{/each}}