Current RMS

Objects let you output content from your Current RMS system into your document layouts. For example, the <code>order</code> object has an attribute called <code>name</code> that outputs the opportunity name.

Liquid Syntax is the mechanism used in Current RMS templates to dynamically access and display object attributes.

<code>company</code> attributes for your company

<code>current_store</code> attributes for the current store

<code>organisation</code> attributes for an organisation

<code>contact</code> attributes for a contact

<code>venue</code> attributes for a venue

<code>user</code> attributes for a particular user

<code>current_user</code> attributes for the logged in user

<code>owner_user</code>   attributes for the owner user

<code>vehicle</code> attributes for a particular vehicle

<code>invoice</code> attributes for an invoice

<code>invoice.item</code>   attributes for an invoice item

<code>invoice.tax</code>   attributes for an invoice tax record

<code>project</code>   attributes for a project

<code>order</code>   attributes for an opportunity

<code>order.cost</code> attributes for an opportunity cost

<code>order.item</code> attributes for an opportunity item

<code>item.asset</code>   attributes for an opportunity item asset

<code>item.surcharge</code>   attributes for opportunity item surcharge

<code>item.charging_period</code>   attributes for details of a rental charge held against a product or opportunity item

<code>product</code>   attributes for a product

<code>service</code> attributes for a service

<code>stock_level</code>   attributes for a product stock level

<code>address</code>   attributes for an address

<code>activity</code>   attributes for an activity

- <code>company</code> attributes for your company
- <code>current_store</code> attributes for the current store
- <code>organisation</code> attributes for an organisation 
- <code>contact</code> attributes for a contact
- <code>venue</code> attributes for a venue
- <code>user</code> attributes for a particular user
- <code>current_user</code> attributes for the logged in user 
- <code>owner_user</code>   attributes for the owner user
- <code>vehicle</code> attributes for a particular vehicle
- <code>invoice</code> attributes for an invoice
- <code>invoice.item</code>   attributes for an invoice item
- <code>invoice.tax</code>   attributes for an invoice tax record
- <code>project</code>   attributes for a project
- <code>order</code>   attributes for an opportunity
- <code>order.cost</code> attributes for an opportunity cost
- <code>order.item</code> attributes for an opportunity item
- <code>item.asset</code>   attributes for an opportunity item asset
- <code>item.surcharge</code>   attributes for opportunity item surcharge
- <code>item.charging_period</code>   attributes for details of a rental charge held against a product or opportunity item
- <code>product</code>   attributes for a product
- <code>service</code> attributes for a service
- <code>stock_level</code>   attributes for a product stock level
- <code>address</code>   attributes for an address
- <code>activity</code>   attributes for an activity

Some objects can only be accessed in particular document layouts. For example, the <code>invoice.items</code> object can only be accessed from within an invoice document.

For details on how to access each object, see <a href="http://help.current-rms.com/document-layouts#liquid-objects">our list</a>. For a more comprehensive guide to Liquid Syntax, visit the <a href="https://current-rms.gitbook.io/liquid-syntax/" rel="nofollow noopener noreferrer" target="_blank">Current RMS - Liquid Syntax Documentation</a>.

Example: Displaying the Name of the Opportunity

You can display the name of the opportunity within a discussion or invoice template using the following Liquid syntax:

{% assign order = invoice.sources.first %}

This snippet ensures that opportunity data is retrieved correctly and displayed within the template.

Retrieving the Status of a Product: Use Liquid Syntax to dynamically include the 'status' of a product.

Displaying Names and Attributes: Tailor your templates to fetch specific names or attributes for enhanced personalisation. These examples highlight practical applications of Liquid Syntax in accessing objects.

1. Retrieving the Status of a Product: Use Liquid Syntax to dynamically include the 'status' of a product.
2. Displaying Names and Attributes: Tailor your templates to fetch specific names or attributes for enhanced personalisation. These examples highlight practical applications of Liquid Syntax in accessing objects.

These objects are available in all document layouts:

- <code>current_user</code> 
- <code>owner_user</code> 
- <code>company</code> 
- <code>current_store</code>

Objects, or output markup (which may resolve to text) are surrounded by matched pairs of curly brackets.

Liquid objects

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Liquid objects

Which objects are available?

Where can I access objects?

Example: Displaying the Name of the Opportunity

Common Use Cases

Global objects