This article summarizes the configuration options for the Filled Title field in the Corfix Template Builder, including supported templating variables and best practices for naming submitted forms.
What It Does:
Defines the naming convention for each submitted form, ensuring documents are consistently labeled for easy identification and retrieval.
Supported Variables:
You can dynamically insert the following variables in your form titles:
- ``: Inserts the project’s official name.
- ``: Inserts the unique project reference number.
- ``: Automatically displays the name of the user who submitted the form.
- ``: Provides the document’s unique identifier for clear version control.
- ``: Auto-fills the exact date of submission, formatted as year-month-day.
Example:
A dynamic title such as ` - Daily Report - ` will appear on your forms as “Corfix Tower - Daily Report - 2024-12-24”, making tracking and auditing straightforward.
Best Practice:
Leverage dynamic titles by incorporating project-specific and time-stamped variables. This approach facilitates quicker document searches, supports compliance by clarifying context, and helps maintain an organized record system for all field and office teams.