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 Pro 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.
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.
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/else | If condition A is true, execute block A. Else, execute block B. | |
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. | |
unless | Unless condition A is true, execute block A. | |
each | For each item in a collection, execute the block for that item. |
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