Form Variables allow you to use the data stored in your jobs and company settings automatically. This removes the need to fill the data in every time the form is filled in. For example you may want to have your company address and and the job site address pre populated on your forms which is possible. 

There are two types of variable fields:
​Company Variable Fields: (your company data such as company address etc)
​Job Variable Fields: (fields on a job such as job address and job name etc)

When creating a new custom form or editing a custom form you can add a Text Field and from the left hand side, from under the Initial Value drop-down list you can choose the 'Add a variable' option.

Once the 'Add a variable' option has been select another drop-down menu called 'Variables' will be made available. From this drop-down field you can select a specific variable which will then pre populate when the form is added to a job.

For example if the 'Job Address' variable field is selected the system will retrieve saved site address from the job it was added on.

There are two types of variable fields, Company fields and Job fields. The Job variable fields will load the customer's information to fields e.g. contact name, customer's address, etc. The Company fields will load the your company's information e.g. company's address, company telephone number, etc.
​

You can go to Settings -> Work Settings -> Forms -> click the Open button next to a Library Form.

You can then add a Variable or a Default Value for any fields from the Library Forms.

You cannot change the name of fields, add new fields or change the type of field (from Text field to Multi Choice field for example) for any of the fields from Library Forms.

Company Fields:
​
​global-form-sequence -> This variable will add a form number based on the number of forms that have been added on on your account. For example, if this is the first form you have added on your account the system will add the value '1', if it is the second form you have added to a job on your account the system will add the value '2' and so on.
​company-company-name -> The company name variable will load your company's name, mentioned in Settings -> Company Information.
​company-subdomain -> This variable will take your company's name from the address bar e.g. companyname.workforcefm.com.
​company-logo-url -> The system will retrieve your company's logo on the form.
​company-main-contact -> With this variable field the system will retrieve the company's main contact name, the Account Owner's name.
​company-register-number -> This field will generate a random registry number.
​company-email -> The field will retrieve the company email mentioned in Settings -> Company Information.
​company-website -> This variable will load the company's website, mentioned in Settings -> Company Information.
​company-full-address -> This field will load the company's full address, mentioned in Settings -> Company Information.
​company-address-line1 ->  The field will retrieve the company's first line of address, mentioned in Settings -> Company Information.
​company-address-line2 -> The field will retrieve the company's second line of address, mentioned in Settings -> Company Information.
​company-city -> This field will load the company's city from the address mentioned in Settings -> Company Information.
​company-postal-code -> This field will load the company's postal code from the address mentioned in Settings -> Company Information.
​company-state -> This field will load the company's state/county from the address mentioned in Settings -> Company Information.
​company-country -> This field will load the company's country from the address mentioned in Settings -> Company Information.
​company-telephone-number ->This field will load the company's phone number from the contact details mentioned in Settings -> Company Information.
​company-mobile-number -> This field will load the company's mobile number from the contact details mentioned in Settings -> Company Information.
​company-date-format -> This field will load the company's time format (12 hours or 24 hours) from the details mentioned in Settings -> Company Information -> Regional Settings.
​

Job Fields:

job-job-address -> This variable will load the site address from the job you added the form to. The sites will need to saved (saved in Contacts -> Sites) in order for this variable to retrieve the information.
​job-customer-address -> This variable will load the customer's main billing address.
​job-site-contact-name -> The variable will retrieve the site's contact name, this information is mentioned in Contact -> Sites -> specific site contact details.
​job-customer-name -> This field will be load the customer's name.
​job-job-number -> This variable field will load the job number that is automatically generated by the system.

job-site-contact-phone -> This variable will add the site contact phone number to the field it is assigned to.

job-site-contact-mobile -> This variable will add the site contact mobile number to the field it is assigned to.

job-site-contact-email -> This variable will add the site contact email address to the field it is assigned to.

job-contact-company-name -> The variable will load the Company Name added for commercial customers.

job-site-name -> This variable will load the site name to the field it is assigned to.

job-assigned-to -> This variable will load the fieldworker(s) assigned to the job to the field it is assigned to.

Related articles:
​Custom form builder
​How to create custom forms
​Adding forms to jobs