As with document layouts, discussion templates are fully customizable using HTML & CSS, and you can add fields to your discussion templates that pull data from your Current RMS system using Liquid syntax.

For example, you might like to insert your telephone number in your templates. Rather than typing it in, you can type {{ current_user.telephone }} to tell Current RMS to output the telephone number found against your user profile. If you change your number in future, just edit your user profile and it will be updated on your discussion template too!

Other common objects you might like to add:

Your company name or logo as found in System Setup.
The logged in user name or the owner user of the opportunity.
The name of the opportunity that you’re creating a discussion against.

An introduction to Liquid syntax

We use Liquid syntax to place dynamic content in discussion templates.

Output markup

Output Liquid syntax is always surrounded by two curly brackets, for example: {{ company.name }} or {{ opportunity.number }} .

Tag markup

You can also perform logic operations using Liquid syntax. These are always surrounded by a curly brackets and percentage signs. For example:

{% if owner_user.mobile != blank %}
  Your project manager’s telephone number is 
  {{ owner_user.telephone }}.
{% endif %}

For a more detailed run through, see: An introduction to Liquid syntax

Objects that you can access

In all templates, you can access:

current_user – the current logged in user’s details
owner_user – details of the user marked as the owner of the record
company – your company details
current_store – the active store’s details

Depending on the module type selected on the discussion template, one of the following data attributes are available:

organisation
contact
user_account
venue
activity
invoice
opportunity
project
product
quarantine

For a list of objects you can access, see: Liquid objects

Document approval URL

To access the approval URL in opportunity templates, use {{ document_approval_url }} .

Custom fields

You may also access custom fields in your discussion templates. Just use the “Document Layout Field Name” found in System Setup > Document Layouts.

Preview Liquid syntax

When creating discussion templates, use the blue Preview button to see how your Liquid syntax looks with dummy data.

For security reasons, it is not possible to add participants to a discussion whilst you’re in a trial account. Once you move into a paid subscription, you will have full access to this functionality.