Tutorial
TimeTo Tips

How to write your documentation and integrate variables into SmartText

5/6/2024
With SmartText, you can quickly contextualize templates based on specific data in your tables and create dynamic visual presentations that meet all your needs.
Share it 🚀

Read transcription

How to Optimize Your Workflow with SmartText in Timetonic

With SmartText, you can quickly contextualize templates based on specific data in your tables. It allows you to define dynamic visual presentations that can meet all support design needs.

Let's take an example!

Suppose in my context, I need to regularly track a project with a dedicated team.

I create my SmartText column. I open the field, and I start by adding a note. I use the various text elements or quick commands that I find by hovering over my elements, or by selecting and clicking on the available command in the editor.

I could simply use SmartText with enriched text options for classic formatting, but with SmartText, I have the ability to integrate dynamic values.

I will integrate $ the value of my project name and the value of my project description, which, in preview mode, will give me the element corresponding to the row of my table.

I now insert a table with one row and five columns corresponding to the fields I need. I need an additional row, and in this row, I will fetch the values of my fields corresponding to the current table. I have completed part of my template.

I will click on preview to get a consolidated view of my data. I get the project name, description, and selected values, allowing me to have visibility on the project's progress.

To go further in my SmartText template, I will create a second table. In this table, I will integrate dynamic repetitions. I will now insert the value of my task table, which is a related table of my project table. I will look at the preview of my consolidated selected values.

This preview gives me the available elements in my related task table.

I get the overall information of the tasks assigned to the project, but this organization does not allow me to have visibility and individual tracking of my tasks, and this is where the dynamic repetition button comes into play.

To get a multi-line preview when I have multiple tasks attached to my project, upon selecting the related element, I will click on it, press the button that will allow me to switch the repetition value for this element, and thus show me in preview all the tasks that are assigned.

I will do the preview.

And this time, thanks to my SmartText dynamic repetition button, I get a consolidated multi-line view integrating fields from my related table, thus offering a clear and personalized representation for tracking.

Recap :

1. Create the SmartText column and prepare the structure of your template.
2. Integrate dynamic values into the text body or in a table.
3. Duplicate your template across all your rows.
4. Establish a junction table to create a global report of dynamic values in your table.

As you can see, whether for internal documents, reports, sharing with stakeholders of your organization, the professional contexts where SmartText will be very useful are endless.