Snippets are fragments of text that you can insert throughout all of your forms, notifications, and comments. When you update a snippet, it is also updated anywhere it is in use.
Snippets save your content authors time as they can drop in bits of premade content, and help keep your text and forms consistent, accurate, and updated.
You can use Basic snippets for short items like phone numbers or Advanced formatting snippets for large paragraphs like a privacy statement.
When you add a snippet to a form, you cannot edit it or see the content being used until you preview it. For this reason, we recommend keeping your snippets generic so that they are applicable to most forms or using different snippets for different types of forms. For example, most forms will require notification content that is specific to that form, so a snippet would be unnecessary.
Basic Snippets
Basic snippets are limited to 150 characters and cannot be formatted. They are best used for shorter content such as department or organization names, phone numbers, addresses, or other contact details. You can insert basic snippets into:
- Field labels
- Field and section descriptions
- The Content field
- Confirmation messages
- Email subject lines and body content
- Workflow comments (internal and to respondents)
Advanced Snippets
Advanced snippets have no character limit, and the text can be formatted using the text editor. Use advanced snippets for longer content, like privacy statements, terms and conditions, or payment instructions.
You can insert advanced snippets anywhere that you can use a text editor, including:
- Field and section descriptions
- The Content field
- Email body content
- Confirmation messages
Create a Snippet
This is an Admin task.
To create a snippet:
- Go to Admin > Snippets. You will see the list of existing snippets.
- Select Add snippet.
- Enter a Snippet name and Choose your snippet type.
- Enter the snippet Content. If you chose Basic, you will have a text box to enter the content; if you chose Advanced, you will have a text editor.
- Select Add when you finish.
You cannot change the Type of snippet after you create it, but you can edit the content.
Edit or Delete a Snippet
In Admin > Snippets, you can see the complete list of existing snippets. You can:
- Edit the content of a snippet by selecting the snippet name or choosing Edit from the ... menu. Save your changes.
- See all snippets that are In use and see which forms they’re on by selecting the snippet name and then See all.
- Switch between Forms and Field sets tabs to see exactly where a snippet is in use.
- Delete an unused snippet by selecting Delete from the ... menu. Snippets cannot be deleted if they are used in a published form, published form version, or a saved draft version.
Insert a Snippet
There are two ways to insert a snippet:
- In a field that accepts snippets, type {{ to initiate the snippet and start typing the snippet name. Select the correct snippet from pop-up menu under the heading Snippet.
- When using a text editor, use the Snippet drop-down menu to select and insert the correct snippet.
What Else?