TracCloudGuideProfilePrefsTwig

Contents

Basics

Listings

Profile Prefs

Global Prefs

Tech Docs

Modules

Profile Preferences

• General

• Centers

• Groups

• Staff & Consultants

   • Staff User Level

   • Login as Another User

• Reasons

Prefs

   • Log In/Out

   • Log Listing Customization

   • Log Listing Message, etc

   • Schedule

   • Appointment Display

   • Emails

   • Center Description

   • Advanced Prefs

---

• Twig Guide

• Resources

Formatting Text in TracCloud with Twig and HTML

Many text fields throughout TracCloud support Twig and HTML, giving you greater control in determining what data is displayed to your users based on the context of appointments, visits, and more, as well as formatting that data to be as clear as possible.

Twig will be the primary focus of this article. Twig is a template engine that serves two primary purposes in TracCloud:

• 1. Print variables in text

Personalize your emails and messages. Greet the student by name, let them know what subject they selected in their appointment, what time their appointment takes place, the location, and more. These same variables are also used for purpose #2.

• 2. Add logic to your text

Modify the email or message based on why it was sent. Add an extra paragraph if X center was selected, send a follow-up email after a visit if the student chose Y, prevent an email from being sent on a SAGE referral if Z recommendation was checked, and much more. Rather than creating a generic email for any context, create an email that formats itself to match the current context.

Twig (and HTML) are supported in profile emails, welcome messages, email templates, appointment display, and more. Most of the examples listed in this article are for appointment emails or SAGE referrals, but the same concepts apply in all other supported fields. It's also worth keeping in mind that Twig exists outside of TracCloud, and there are many resources online for how you can utilize it that will also work here. This guide likely covers everything you will need, but it doesn't cover everything Twig is capable of.

HTML will also be used throughout this article, but without much explanation as it's more ubiquitous than Twig. There are many excellent resources online explaining how to use this markup language, such as W3Schools. HTML is used to adjust font sizes and colors, embed images and videos, and more.

---

What are Twig tags?

Twig tags can be used to pull data from various TracCloud fields to be included in emails and upcoming appointments. Many of the Twig examples in this chapter will be using these tags, whether they’re used as part of a Twig command or just offhandedly included in an unrelated part of the email. A list of tags can be found at the bottom of this chapter (and within the TracCloud menu), but for a basic primer on how these tags can be used in isolation, here’s an example of a confirmation email.

Hello,  {{Student.First_Name}}
<br/><br/>
Your {{Appointment.OnlineText}} appointment with {{Consultant.FirstLast}} at 
{{Appointment.StartTime}} for {{Course.SubjectCourse}} has been scheduled. If you have any 
questions prior to your appointment, feel free to reach out to {{Consultant.Email}}
<br/><br/> 
Your appointment can be joined here: {{Appointment.OnlineLink}}
<br/><b/r>
Regards, {{Center.Name}}

When this email is sent, all the tags we included are replaced with the relevant information for this appointment.

---

---

if / if X then do Y

if statements will likely be the most commonly used Twig command for most use-cases. This allows you to write out statements such as “if the student selected reason “Exam Help,” then include this piece of text.” Or in the example below, if the appointment is online, include text to specify this.

In the statement, we’re using the same tags that are used for emails, but without the curly brackets.

Hello {{Student.First_Name}},
<br/><br/>
{% if Appointment.Online == "1" %}
This is an online appointment.
{% endif %}
<br/><br/>
Please be ready for the appointment at the time you selected.

If the if statement is true, all text up to the endif line will be printed in the email. Since the appointment this student booked is online, the “This is an online appointment” text was included. Otherwise, it would jump straight to “Please be ready for the appointment…”


We aren’t limited to just “equals” either. Similar examples with different logic can be found below.

{% if Course.Subject starts with "Chem" %}
this text is only included if our subject starts with “Chem”. This is case-sensitive. 
{% endif %}

{% if Course.SubjectCourse ends with "101" %}
This text is only included if our subject ends with “101”
{% endif %}

{% if Appointment.Online != "1" %}
This text is only included if the appointment is not online
{% endif %}

{% if Course.Subject == "Math" or Course.Subject == "Chem" %}
This text is only included if the subject is Math or Chem
{% endif %}

{% if Course.Subject == "Math" and Center.Name == "Math Center" %}
This text is only included if the subject is Math and the center is Math Center
{% endif %}


{% if Course.Subject == "Math" and (Center.Name == "SI" or Center.Name == "Workshop") %}
This text is only included if the subject is Math and the center is SI or Workshop
{% endif %}

{% if (CalcMissedAppointments(Student.Sequence, Center.ProfileID) > 0) %}
You have {{CalcMissedAppointments(Student.Sequence, Center.ProfileID)}} missed 
appointments since {{CalcMissedDate(Center.ProfileID)}}.
{% endif %}

Other Examples

---

"If student is on a Watch List." Watch List sequence can be retrieved by hovering your mouse over the Watch List name in your System Preferences.

{% if Student.WatchLists.wl_14 == "true" %}
This student is on the Athletes list!
{% endif %}

---

Modify who receives an email based on a custom field, specific to Send Visit Notes to Coach, Advisor or Student.

To Address of Recipient of the Notes (Coach, Advisor, Student) - Only include emails selected from a multi-checkbox custom field, only include semi-colon if needed.

{% set var2 = 0 %}
{% if "Student" in Visit.CustomData.cf_104 %}
    {% if var2 >= 1 %};{% endif %}
    {{Student.Email}}
    {% set var2 = 1 %}
{% endif %}
{% if "Faculty" in Visit.CustomData.cf_104 %}
    {% if var2 >= 1 %};{% endif %}
    {{Faculty.Email}}
    {% set var2 = 1 %}
{% endif %}
{% if "Consultant" in Visit.CustomData.cf_104 %}
    {% if var2 >= 1 %};{% endif %}
    {{Staff.Email}}
    {% set var2 = 1 %}
{% endif %}
{% if "SysAdmin Dave Smith" in Visit.CustomData.cf_104 %}
    {% if var2 >= 1 %};{% endif %}
    example@school.edu
    {% set var2 = 1 %}
{% endif %}

`Who` Label of the Button for Sending the Notes - Modify the phrasing of this button based on the options selected.

{% set var = 0 %}
{% for key,value in Visit.CustomData.cf_104 %}
{% if value != "#NULL#" %}
{% if var >= 1 %}, 
{% endif %}
{{ value|trim(' ') }}
{% set var = 1 %}
{% endif %}
{% endfor %}

'if' statement based on availability type - One-on-one, group, etc.

{% if Appointment.AvailRecID != "0" %}
{% if AvailBlock.MaxStudents > "1" %}
This is a multi-person appointment with {{AvailBlock.MaxStudents}} slots, make sure you do X
{% else %}
This is a one-on-one appointment, make sure you do Y
{% endif %}
{% else %}
This is an ad-hoc appointment, make sure you do Z
{% endif %}

---

else / if X then do Y, otherwise do Z

An else statement allows us to include a block of text or an additional instruction if an if statement ends up not being true. For example, if our appointment above turns out to be an in-person appointment, maybe we want to include a different string of text.

Hello  {{Student.First_Name}},
<br/><br/>
{% if  Appointment.Online == "1" %}
This is an online appointment.
{% else %}
This is an in-person appointment.
{% endif %}
<br/><br/>
Please be ready for the appointment at the time you selected.

Since the appointment wasn’t online, we get the “This is an in-person…” text in our confirmation email instead.

---

elseif / if W then do X, otherwise if Y then do Z

An elseif statement allows us to ask additional if questions, assuming the answer to the prior question was No.

Hello  {{Student.First_Name}},
<br/><br/>
{% if Course.Subject == "Math" %}
This appointment is for Math
{% elseif Course.Subject == "Chem" %}
This appointment is for Chem
{% endif %}
<br/><br/>
Please be ready for the appointment at the time you selected.

Since our appointment was for Chemistry, we receive the following email. If the appointment was for neither Chemistry nor Math, we wouldn’t see a middle block of text at all.

---

if (arrays) / if X in Y

When you want to use an if statement for arrays, such as the Reasons and Recommendations for SAGE referrals, the formatting is a little bit different. In this context, you would want to know if the Reasons array contains the reason you’re looking for. This would be formatted as such:

Hello {{Student.First_Name}},
<br/>
{% if "Poor Grades" in Reasons %}
This referral is being submitted due to the reason “Poor Grades”
{% endif %}

Since “Poor Grades” was the reason our faculty member selected when submitting this referral, we receive the following email.


We can also search for the opposite, specifying “not in” instead:

{% if "Poor Grades" not in Reasons %}
This referral was *not* created with the reason “Poor Grades”
{% endif %}

---

for (arrays) / for each X in Y, do Z

The for command allows us to list out the contents from a specific sequence. This would frequently be used for listing out Reasons or Recommendations in SAGE referral emails.

This referral is being submitted because of these reasons:
<br/>
{% for key,value in Reasons %}
    {{ value }} <br/>
{% endfor %}
<br/><br/>
And these recommendations:
<br/>
{% for key,value in Recommendations %}
    {{ value }} <br/>
{% endfor %}

Alternatively, Array tags such as ReferralType.Reasons will need to be formatted as such:

{% for item in ReferralType.Reasons %}
{{ item.value|e }}
{% endfor %}

---

SAGE Questions & Actions

Custom questions within SAGE have one more moving part to take into consideration. When creating a custom question, there’s a field named “Code Reference.” This is the code used when referring to this question in emails and reports.


These questions/answers are part of an array, utilized just like the Reasons and Recommendations above.

Hi, this referral has been submitted:
<br/><br/>
{% if Answers.VisitQuestion != '' %}
You answered {{Answers.VisitQuestion}} to the question {{Questions.VisitQuestion}}
{% endif %}
<br/><br/>
{% for key,value in Answers %}
The answer to question {{ attribute(Questions, key) }} is {{ value }}
<br/>
{% endfor %}

First, we’re looking for a specific question and answer. To pull this information, we’re using the tags “Answers.[Code Reference]” and “Questions.[Code Reference]”, with the code reference portion being replaced with whatever we entered in the SAGE custom question. If this question was answered, we’re going to include our answer and the question itself in the email.

Secondly, we want to go through all of our answers to all of our questions. This would be an array just like Reasons and Recommendations, and is formatted similarly. Once we receive this email, we will see the answers selected by our faculty member.

---

Actions

Actions can be used as commands in addition to Twig. At this time, the only Action that has been implemented is #ACTION:DO NOT SEND#, which prevents the email from being sent. This is primary used in SAGE emails, but can also be used in profile emails if needed. For example, this could be useful in situations where not all of your SAGE referrals need to result in an email being sent. You could have a dedicated recommendation for “No recommendations at this time”, and we could use that to determine whether or not an email gets sent.

{% if "No recommendations at this time" not in Recommendations %}
This referral is being submitted because of these reasons:
<br/>
{% for key,value in Reasons %}
    {{ value }} <br/>
{% endfor %}
<br/><br/>
And these recommendations:
<br/>
{% for key,value in Recommendations %}
    {{ value }} <br/>
{% endfor %}
{% else %}
#ACTION:DO NOT SEND#
{% endif %}

With this email configuration in place, if our faculty member submits a referral with the recommendation “No recommendations at this time,” no email would be sent. An email will only be sent if that recommendation wasn’t selected, which would then follow the rest of the example above, listing out reasons and recommendations.

---

Tag List

The remainder of this chapter will display all of the email tags available in TracCloud with definitions.

For most of these tags, you can print the relevant value by surrounding the field with double-curly brackets, as seen in several of the above twig examples. The curly brackets are not required when using the value in an if statement, for example.

---

Student tags

Student.First_Name	Student's first name
Student.Last_Name	Student's last name
Student.Legal_First	Student's legal first name
Student.Full_Name	The student's full name, formatted as "Last, First M."
Student.Full_Name2	The student’s full name, formatted as “First M. Last”
Student.FirstLast	Student's full name, formatted as "First Last"
Student.LastFirst	Student's full name, formatted as "Last, First M"
Student.Home_Phone	Student's home phone number
Student.Work_Phone	Student's work phone number
Student.Cell_Phone	Student's cell phone number
Student.Email	Student’s email address
Student.UserName	Student’s username
Student.ID	Student's ID number
Student.Other_ID	An optional unique identifier for this student, like a handle or username
Student.Other_ID2	A second optional unique identifier for this student
Student.Barcode	Student's barcode number
Student.Major	Student's major
Student.Class	Student's class
Student.DegreeGoal	Student's degree goal
Student.Cohort	Student's cohort
Student.College	Student's college
Student.Grad_Und	Student's undergraduate
Student.GPA	Student's GPA
Student.Pronouns	Student's preferred pronouns
Student.CustomData.cf_0	Custom fields, hover over each field in the Email Tag list to find the correct tag
Student.WatchLists.wl_0	Watch lists, returns a true or false value based on whether or not the student is on that list. Hover over the name of your watch list to find the correct sequence number (e.g., wl_9)

---

Appointment & Availability tags

Appointment.StartDT	Appointment start day/time, formatted as "2020-01-31 14:00:00"
Appointment.EndDT	Appointment end day/time, formatted as "2020-01-31 15:00:00"
Appointment.Duration	The duration of the appointment, formatted as "60"
Appointment.Fund	Appointment fund choice
Appointment.Location	Appointment location choice
Appointment.Online	Online appointments will be "1", asynchronous will be "2", otherwise it will be blank.
Appointment.SchedUser	The user type and username of who booked this appointment, formatted as "SysAdmin dsmith"
Appointment.SchedDT	The date and time of when this appointment was booked, formatted as "2020-01-01 13:00:00"
Appointment.SchedModBy	The user type and username of who last modified this appointment, formatted as "SysAdmin dsmith"
Appointment.SchedModDT	The date and time of when this appointment was last modified, formatted as "2020-01-31 13:00:00"
Appointment.OnlineLink	If the appointment is held online, this tag will create a link that sends students to the room and mark the appointment as attended.
Appointment.StartTime	Appointment start time, formatted as "02:00pm"
Appointment.StartDate	Appointment start date, formatted as "01/31/20"
Appointment.EndTime	Appointment end time, formatted as "03:00pm"
Appointment.EndDate	Appointment end date, formatted as "01/31/20"
Appointment.Day	The day of the appointment, formatted as "Wednesday"
Appointment.isCancelled	Cancelled status, displayed as 'true' or 'false'
Appointment.OtherNotes	Student cancellation reason.
Appointment.autoCanceled	Whether or not the appointment automatically cancelled due to max cancel/missed in recurring series rules, displayed as 'true' or 'false'
Appointment.isMissed	Missed status, displayed as 'true' or 'false'
Appointment.isRecurring	Recurring status, displayed as 'true' or 'false'
Appointment.RecurringDates	[Array] Lists all dates of appointments in a recurring series
Appointment.recurFirstDate	The first date of a recurring appointment series, formatted as "2021-01-31"
Appointment.recurLastDate	The final date of a recurring appointment series, formatted as "2021-01-31"
Appointment.Status	The appointment status.
Appointment.Type	The appointment type, formatted as "1 on 1" or "Group"
Appointment.Icon|raw	An icon indicating the appointment Type.
Appointment.DisplayTime|raw	Appointment time, formatted as "200p" (minutes will display noticeably smaller than hours)
Appointment.DisplayDate	Appointment date, formatted as "Fri, Jan 31"
Appointment.hasDocument	Will be 'true' or 'false' depending on whether or not the appointment has a document uploaded.
Appointment.OnlineText	If the appointment is online, this tag will display as "Online", otherwise it will be blank. (for example, "...Your Appointment.OnlineText appointment..." will include or exclude the word "Online")
Appointment.Link	This provides a link to the appointment record in TracCloud, accessible by students or staff.
Appointment.CustomData.cf_0	Custom fields, hover over each field in the Email Tag list to find the correct tag

AvailBlock.MaxStudents

The max students of an availability block, 1 for one-on-one, greater than 1 for group.

---

Center & Reason tags

Center.Name

The appointment/visit center

Reason.ReasonName	The appointment/visit reason
Reason.Category	The reason category

---

Section, Course, & Faculty tags

Section.Code	The section code
Section.CRN	The section CRN number
Section.SubjectTermCode	Subject + Section + Term Code, “CHEM321 A2 20202”
Section.SubjectTitle	Subject + Title, “CHEM321 Chemistry”

Course.Subject	Subject, "CHEM"
Course.Course	Course, "321"
Course.Title	Title, "Chemistry"
Course.SubjectCourse	Subject + Course, "CHEM321"
Course.SubjectCourseTitle	Subject + Course + Title, "CHEM231 Chemistry"

Faculty.FirstName	Faculty's first name
Faculty.LastName	Faculty's last name
Faculty.Salutation	Faculty member salutation, for example, "Dr."
Faculty.Department	Faculty's department
Faculty.Phone	Faculty's phone number
Faculty.Email	Faculty's email address
Faculty.SalutationFullName	Full name with salutation, for example, "Dr. Phil Roberts"
Faculty.SalutationLastName	Last name with salutation, for example, "Dr. Roberts"
Faculty.CustomData.cf_0	Custom fields, hover over each field in the Email Tag list to find the correct tag

---

Consultant/Staff tags

("Consultant." or "Staff." prefixes can be used interchangeably)

Consultant.First_Name	Consultant's first name
Consultant.Last_Name	Consultant's last name
Consultant.LastFirst	Consultant's full name, formatted as "Last, First"
Consultant.FirstLast	Consultant's full name, formatted as "First Last"
Consultant.Alias	Consultant's alias
Consultant.Email	Consultant's email address
Consultant.Phone	Consultant's phone number
Consultant.Pronouns	Consultant's preferred pronouns
Consultant.Photo|raw	Consultant's photo
Consultant.StaffBIO|raw	Consultant's bio
Consultant.WorkPhone	Consultant's work phone number
Consultant.CellPhone	Consultant's cell phone number
Consultant.CustomData.cf_0	Custom fields, hover over each field in the Email Tag list to find the correct tag

---

Visit tags

(only for visit emails)

Visit.EnteredDT	The date and Time the student entered the Center
Visit.TimeIn	The date and Time the student started receiving help.
Visit.TimeOut	The date and time the student left the center.
Visit.Duration	Visit duration in minutes
Visit.WaitTime	Visit wait time in minutes
Visit.EnteredTime	Start time of visit, including wait time, formatted as “09:45pm”
Visit.EnteredDate	Start date of visit, including wait time, formatted as “04/05/21”
Visit.StartTime	Start time of visit, formatted as “09:48pm”
Visit.StartDate	Start date of visit, formatted as “04/05/21”
Visit.EndTime	End time of visit, formatted as “09:48pm”
Visit.EndDate	End date of visit, formatted as “04/05/21”
Visit.Day	Day of the visit, formatted as "Wednesday"
Visit.CtrNotes	The notes for this visit.
Visit.CustomData.cf_0	Custom fields, hover over each field in the Email Tag list to find the correct tag

---

Document tags

(only for document emails)

Document.OrigName	The file name (including file extension)
Document.Notes	Notes entered during document upload
Document.PostedBy	The UUID of who uploaded this document
Document.PostedByName	The user type, sequence, and name of who uploaded this document
Document.Usage	Where this document was uploaded, e.g., Appointment, Student, Availability
DocType.Name	The document type selected during upload

---

Resource tags

(only for resource emails)

Resource.Title	The name of the resource
Resource.Barcode	The barcode value of the resource
Resource.Description	The description of this resource
Resource.Keywords	The keywords for this resource, which can be used to check the item in or out
Resource.Status	The status of the resource, "-1" is Inactive, "0" is Checked out, "1" is available and not checked out, "2" is always available
Resource.MaxDaysOut	The maximum number of days that an item can be checked out
Resource.MaxTimeOut	The maximum amount of time that an item can be checked out
Checkout.Date	The resource checkout date
Checkout.Collateral	The collateral collected from the student during checkout
Checkout.Overdue	Whether or not this item is overdue, formatted as "0" (not overdue) or "1" (overdue)
Checkout.DueDT	The date and time that the item is due to be returned, formatted as "2020-01-31 13:00:00"
ResourceType.Name	The name of the resource type that the resource is assigned to
ResourceType.Description	The description of the resource type that the resource is assigned to

---

SurveyTrac tags

Survey.Name	The name of a survey, for use in survey emails. More information.
Survey.Link	A hyperlink to the survey, for use in survey emails. More information.

---

Custom Field tags

(Replace "123" with your Custom Field sequence number)

CustomFields.cf_123.DataName	The internal field name of the specified custom field
CustomFields.cf_123.Prompt	The external/prompt text of the specified custom field
CustomFields.cf_123.Choices	[Array] The available choices for the specified custom field (separate from selected choices)

---

SAGE tags

ReferralType.Name	The name of the referral that has been submitted
ReferralType.RosterSubject	[Array] The roster subject, e.g., “Chem”
ReferralType.NotesInstructions	These are the instructions written out in within the referral settings
ReferralType.Reasons	[Array] Lists all referral Reasons, regardless of what was selected.
ReferralType.Recommend	[Array] Lists all referral Recommendations, regardless of what was selected.
ReferralType.AdditionalNotesInstr	These are the additional notes written out within the referral settings

Referral.CreatedBy	The name of the faculty member that submitted this referral
Referral.CreatedDT	When this referral was created
Referral.NotesInstrData	Notes entered while submitting this referral
Referral.AdditionalNotes	Additional notes entered while submitting this referral
Referral.ReasonsData	[Array] Selected reasons, “Reasons” is preferred (see “For” examples above).
ReasonsAndLabels	[Array] Same as above, but this will also include your Reason labels in the email body.
Referral.RecommendData	[Array] Selected recommendations, “Recommendations” is preferred (see “For” examples above).
RecommendationsAndLabels	[Array] Same as above, but this will also include your Recommendation labels in the email body.
Referral.FollowUpDate	The date this referral should be followed up on
Referral.FollowUpBy	The name of the staff who followed up on this referral
Referral.FollowedUp	If a follow-up has been saved, display “1”, otherwise blank
Referral.FollowedUpDT	The date this referral was followed up on
Referral.FollowedUpBy	Who this referral was followed up by
Referral.Processed	If this referral has been processed, display “1”, otherwise blank
Referral.ProcessedDT	The date/time this referral was marked as processed/completed
Referral.ProcessedBy	The written date/time this referral should be marked as processed
Referral.ProcessedNotes	Notes entered when marking the referral as processed
Referral.StudentContacted	The date that the student was contacted
Referral.CustomData.AssignedConsultantID	The sequence number of the assigned consultant.

Trigger	The trigger for this email, “Created”, “Followed Up”, or “Processed”
Email.Subject	The contents of the email subject line
Questions.CODE	Questions.[Your custom question code], as covered above
Answers.CODE	Answers.[Your custom question code], as covered above
{{ setResultActions('AssignConsultant', '123') }}	If this line is reached within a SAGE email, the assigned staff member will be changed to the specified sequence. The example below shows how you can use this script to link a student's assigned advisor to the referral.
	{% set staffSeq = getRecordFieldData('Staff','Email', Student.CustomData.cf_1,'Sequence') %} {{ setResultActions('AssignConsultant', staffSeq) }}
{{ setResultActions('SendEmail', '0') }}	If this line is reached within an email, the email will not be sent
{{ setResultActions('SetProcessed', '1') }}	If this line is reached within an email, the referral will be marked as processed/completed.
{{ setResultActions('SetProcessedNotes', 'Example notes') }}	Typically used alongside the tag above. Used to automatically add notes to the processed referral.

---

Success Plan tags

Success Plans

SuccessPlan.Name	The name of your Success Plan
SPAssigned.DateStarted	Start Date of the Success Plan
SPAssigned.DateCompleted	Completion Date of the Success Plan
SPAssigned.DueDate	Due Date for Success Plan
SPAssigned.Status	The Status of the Success Plan (e.g., "In Progress")
SPAssigned.Percent	The completion percentage of the Success Plan (e.g., 75)
SPStep.Sequence	The sequence of the current Step
SPStep.Type	The type of the current step (e.g., Visit, Task, etc.)
SPStep.DateOrOffset	When this Step needs to be completed (number of days or static date based on Plan type)
SPStep.isOptional	Whether or not the current Step is optional (1 or 0)
SPStep.isNoSendEmails	Whether or not emails are disabled for this Step (1 or 0)
SPStep.isPromptOnDash	Whether or not the prompt is set to display on the dashboard (1 or 0)
SPStep.DirectedTo	Who the confirmation is directed to (0 = Student, 1 = Plan Staff, 2 = Plan Faculty, 3 = Step Staff, 4 = Step Faculty)
SPStep.OverrideRequireConfirmation	Whether or not this step has been overridden to allow/disallow confirmation
SPAssignedStep.CompletedDate	The completion date of your Success Plan Step
SPAssignedStep.DueDate	The due date of your Success Plan Step
SPAssignedStep.CompletionOverride	Whether or not the completion override option is enabled for this Step (1 or 0)
SPAssignedStep.StaffNotes	Any notes entered by staff for this Step
SPAssignedStep.Confirmed	Whether or not this Step has been confirmed (1 or 0)
SPAssignedStep.Index	The number of the step, based on the order they were created in.

Other

{{Trigger}}	The trigger that prompted this email to be sent (trigger_PlanStarted, trigger_PlanReminder1, trigger_PlanComplete, trigger_StepStarted, etc.)
{{ setResultActions('SendEmail', '0') }}	If this action is reached (typically in a Twig 'if' statement), the email will not be sent
{{ setResultActions('FacultyID', '1') }}	If this action is reached (in a Twig statement), the assigned Faculty will be changed to the sequence number specified here
{{ setResultActions('ConsultantID', '1') }}	If this action is reached (in a Twig statement), the assigned Consultant will be changed to the sequence number specified here
{{ setResultActions('TermID', '1') }}	If this action is reached (in a Twig statement), the assigned Term will be changed to the sequence number specified here
{{ setResultActions('NextPlanID', '3') }}	If this action is reached (in a Twig statement), a new Success Plan will be assigned (for use in Chained Sub Plans)
{{ GetDatePlusDays(5) }}	Get the current date plus the number of days specified in parentheses
{{ GetDateTimePlusDays(5) }}	Get the current date AND time plus the number of days specified in parentheses
{{ createResultAction('createNotification', {'Type' : 1, 'Notes' : 'Sample Notes', 'StudentID': Student.Sequence, 'ForUID' : Student.UUID}) }}	If this action is reached (in a Twig statement), the student will be sent a Notification. Enter the notification sequence where the '1' is in this example.
{{ createResultAction('createSurvey', {'SurveyID' : 1, 'StudentID': Student.Sequence, 'linkedUID' : Student.UUID}) }}	If this action is reached (in a Twig statement), the student will be sent a Survey. Enter the Survey sequence where the '1' is in this example.
{{ createResultAction('createReferral', {'RefTypeID' : 1, 'StudentID': Student.Sequence, 'FacultyID' : 0, 'SectionID' : 0, 'ConsultantID' : 0, 'CenterID' : 0, 'ReasonsData' : [{"key": "###keyIndex###","reason": "Time management"}]}) }}	If this action is reached (in a Twig statement), a SAGE Referral will be created for the student. Enter the Referral sequence where the "1" is in this example. Additional assignments can also be made.
{{ createResultAction('createAssignment', {'PotentialAssignmentID' : 1, 'StudentID': Student.Sequence, 'RegistrationID' : GetStudentRegID(Student.ID,'MAT100 0000 FALL%'), 'GradePoints' : 0, 'Comments' : 'Notes go here'}) }}	If this action is reached (in a Twig statement), an Assignment will be created for the student. Enter the potential assignment sequence where the '1' is, and choose the section.
{{ createResultAction('createTask', {'TaskType' : 0, 'ForUID' : Student.UUID, 'StudentID': Student.Sequence, 'TaskName' : 'Test of Task Name', 'DueDate' : '2030-01-01', 'Completed' : 0 }) }}	If this action is reached (in a Twig statement), a Task will be assigned to the Student. Enter the Task sequence where the '0' and choose a due date.
{{ createResultAction('updateStudent', {'Major' : 'Business', 'CustomData.cf_99' : "Text goes here' }) }}	If this action is reached (in a Twig statement), student fields can be updated to the text specified here. Multiple fields can be edited at once (Major and Custom_99 in this example). Field names are case sensitive.

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Work Plan tags

Work Plans

WorkPlan.Name	The name of your Work Plan
WPAssigned.DateStarted	Start Date of the Work Plan
WPAssigned.DateCompleted	Completion Date of the Work Plan
WPAssigned.DueDate	Due Date for Work Plan
WPAssigned.Status	The Status of the Work Plan (e.g., "In Progress")
WPAssigned.Percent	The completion percentage of the Work Plan (e.g., 75)
WPStep.Sequence	The sequence of the current Step
WPStep.Type	The type of the current step (e.g., Work Visit, Prompt, etc.)
WPStep.DateOrOffset	When this Step needs to be completed (number of days or static date based on Plan type)
WPStep.isOptional	Whether or not the current Step is optional (1 or 0)
WPStep.isNoSendEmails	Whether or not emails are disabled for this Step (1 or 0)
WPStep.isPromptOnDash	Whether or not the prompt is set to display on the dashboard (1 or 0)
WPStep.DirectedTo	Who the confirmation is directed to (0 = Consultant, 1 = Plan Supervisor)
WPStep.OverrideRequireConfirmation	Whether or not this step has been overridden to allow/disallow confirmation
WPAssignedStep.CompletedDate	The completion date of your Work Plan Step
WPAssignedStep.DueDate	The due date of your Work Plan Step
WPAssignedStep.CompletionOverride	Whether or not the completion override option is enabled for this Step (1 or 0)
WPAssignedStep.StaffNotes	Any notes entered by staff for this Step
WPAssignedStep.Confirmed	Whether or not this Step has been confirmed (1 or 0)

("StepSupervisor." prefix can be used to retrieve supervisor information for the step instead.)

Supervisor.First_Name	The first name of the assigned supervisor.
Supervisor.Last_Name	Last name of the assigned supervisor.
Supervisor.Alias	Alias of the assigned supervisor.
Supervisor.Email	Email address of the assigned supervisor.
Supervisor.UserName	Username of the assigned supervisor.
Supervisor.FirstLast	Full name of the assigned supervisor.
Supervisor.isConsultant	Whether or not the assigned supervisor is a consultant (formatted as "1" or "0")
Supervisor.Phone	Phone number of the assigned supervisor.
Supervisor.CellPhone	Cell phone of the assigned supervisor.
Supervisor.WorkPhone	Work phone of the assigned supervisor.
Supervisor.Location	Assigned location of the supervisor.
Supervisor.OnlineLink	The assigned supervisor's online link.
Supervisor.Fund	Fund of the assigned supervisor.
Supervisor.Pronouns	Pronouns of the assigned supervisor.
Supervisor.OtherID	Other ID of the assigned supervisor.

StepFaculty.FirstName	First name of the linked faculty.
StepFaculty.LastName	Last name of the linked faculty.
StepFaculty.UserID	User of the linked faculty. This should almost always be used instead of OtherID.
StepFaculty.UserName	Username of the linked faculty.
StepFaculty.Salutation	Salutation of the linked faculty.
StepFaculty.Department	Department of the linked faculty.
StepFaculty.Phone	Phone of the linked faculty.
StepFaculty.Email	Email address of the linked faculty.
StepFaculty.FullName	Full name of the linked faculty.
StepFaculty.Pronouns	Pronouns of the linked faculty.

Other

{{Trigger}}	The trigger that prompted this email to be sent (trigger_PlanStarted, trigger_PlanReminder1, trigger_PlanComplete, trigger_StepStarted, etc.)
{{ setResultActions('SendEmail', '0') }}	If this action is reached (typically in a Twig 'if' statement), the email will not be sent
{{ setResultActions('ConsultantID', '1') }}	If this action is reached (in a Twig statement), the assigned Consultant will be changed to the sequence number specified here
{{ setResultActions('TermID', '1') }}	If this action is reached (in a Twig statement), the assigned Term will be changed to the sequence number specified here
{{ setResultActions('NextPlanID', '3') }}	If this action is reached (in a Twig statement), a new Work Plan will be assigned (for use in Chained Sub Plans)
{{ GetDatePlusDays(5) }}	Get the current date plus the number of days specified in parentheses
{{ GetDateTimePlusDays(5) }}	Get the current date AND time plus the number of days specified in parentheses

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Other tags

{{CalcMissedAppointments(Student.Sequence, Center.ProfileID)}}	The student’s total number of missed appointments since the date specified in your profile Scheduling Prefs. Uses System Pref date if Profile date is blank.
{{CalcMissedDate(Center.ProfileID)}}	Your profile “Calc Missed Appointments Since” date. If this field is blank, this will use your global Calc Missed date instead.
{{setAdditionalCC('address@domain.edu,address2@domain.edu')}}	CC additional email addresses, can be used with 'if' statements to make the CC conditional.
{{Appointment.SchedVisitStatusIcon|raw}}	Can be used on the staff schedule appointment display to allow users to start & conclude the visit directly from the appointment.

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