Learn how to add fillable fields to your snippets so your team can personalize them with names, dates, numbers, dropdown selections and yes-or-no choices each time they're used.
Fillable fields
Fields turn a static snippet into something interactive. Instead of every team member manually editing a snippet before they send it, fields mark the exact spots that need to change — a recipient's name, a price, a deadline — and prompt the user to fill them in at the moment of use.
To get started open an existing snippet for editing, or create a new one via + Create new → Text template.
To insert a field:
- Select the text the field replaces, or place your cursor where it should appear.
- Click the field type's button in the toolbar: Insert text field (
Ctrl+M), Insert number field, Insert date field, Insert select field or Insert toggle field. - The field appears in the text, and its properties open in the pane on the left.
Every field has a Hint — the placeholder shown to the user while the field is empty, such as The customer's name — and a Default value it starts with. The Named field switch gives the field a name, so its value can be repeated elsewhere or used in a formula; the Required switch makes the user fill it in before the text can be used. Remove at the bottom of the pane takes the field out of the text.
Click the field type at the top of the pane to change it — a text field can become a select field, for example. Click Template in the pane's header to go back to the list of all the fields in the snippet.
Tip
Hints are shown to the user when they open the snippet. Use them as instructions — for example, The customer's name — to reduce guesswork.
Text field
Use a text field for any open-ended value — a person's name, a company, a subject line, a short custom message.
- Default text — What the field starts with.
- Allow multiple lines — Lets the user press
Enterto start a new line. Without it, line breaks become spaces. - Format — How the text appears: as typed, UPPERCASE, lowercase, or Capitalize Each Word.
Number field
Use a number field when the value needs to be numeric — a price, a quantity, a discount percentage. You can control exactly how the number is displayed.
- Default number — What the field starts with.
- Format — Whole-number and decimal formats, each shown with an example — for example a thousands separator with two decimals (
1,234.57). The format decides whether the field takes whole numbers or decimals. - Allowed range — Turn it on to accept only numbers from a minimum to a maximum; leave either side empty for no limit.
Date field
Use a date field when the user needs to select a specific date — a contract date, a follow-up deadline, a start date.
- Default date — None, Today, or a specific date.
- Format — How the date shows once selected, each format shown with a date in it — a short date, a long date, the month and day.
- Allowed range — Turn it on to accept only dates from an earliest to a latest date, each No limit, Today or a specific date.
Note
The date field is for user-selected dates. If you want to automatically insert today's date without any user input, use the Insert date button in the toolbar instead (or press Alt+Shift+D). That date updates automatically every time the snippet is opened.
Select field (dropdown)
Use a select field when the value must come from a fixed list of options — a product tier, a department name, a response category. It keeps input consistent across your team.
- Options — Type an option and press
Enterto add the next one; a pasted list becomes an option a line. Drag the handle on the left of an option to reorder it, and click the bin icon to remove it. - Allow selecting more than one — Lets users pick several options; they are joined with commas in the text.
- Default option — The option (or options) the field starts with.
Tip
Put the most commonly chosen option first in the list — it saves your team a click every time.
Toggle field
Use a toggle field for a yes-or-no choice — whether a clause is included, whether something has been done.
- Default state — User must choose, or one of its two values.
- Format — How the choice is printed: Yes or No, YES or NO, TRUE or FALSE, ON or OFF, Checked or Unchecked, or Custom text… for your own two texts, either of which may print nothing.
A toggle is always required: there is no Required switch.
Naming fields
Every field has a Named field switch in its properties. On their own, fields work fine without a name. But if you want the value a user enters in one field to appear somewhere else in the same snippet, or to use it in a formula, you'll need to name it. A named field shows its name in a chip before its value in the editor.
For example: a user fills in a Text field named Customer Name at the top of a snippet. By inserting a Reference field → Customer Name merge tag elsewhere in the body, that same value appears in both places automatically — the user only types it once. See Merge tags in snippets.
A named field can also be Not part of the text, used only in formulas: the user fills it in, but it is left out of the text and only its value is used — a quantity that only a total needs, for example.
Note
Two fields with the same name are one field: the user fills it in once. Turning the Named field switch off on one of them makes it separate again.
Let AI find the fields
Writing a long text and marking every changing part by hand takes time. Paste or write the text first, then click Auto-insert fields under the field list in the pane: the AI Assistant reads the text and puts in the fields and references it finds. Everything it inserted is one step you can undo with Ctrl+Z.
Ask AI to Write! in the dialog's header goes one step further: choose what to write — an email, a letter, a note, a message or a document — describe it, and click Write. The draft is put in at the cursor, formatted, with fields already in place for what changes.
