How to Create & Edit Templates
Templates in Jobman are created using a templating language called Liquid. It allows you to insert variables, control structures and loops to control how your templates appear when they are rendered.
In this article:
FAQ: Templates and PDFs (External Article)
Template Variables
Depending on which template you choose for a given item (e.g. Email, Job Email, Lead Email, Quote, Invoice, etc), you will have access to a number of template variables which appear on the right side of the editing screen:
These template variables act as placeholders that automatically populate with data from elsewhere in your Jobman software. For example, the variable {{ contact.name }} will change to the name of a contact once you enter that contact's email address in the To field when sending an email, quote, etc.
NOTE: Not all templates have the same list of template variables available, because not all templates are able to link to the same areas in the software.
For example, the Email template does not have access to variables like {{ job.id }} or {{ job.number }}, because that data is located in Jobs, whereas the Email template can only access data from Contacts.
If you wanted to send an email containing job information, you would instead use the Job Email template, which contains all the template variables relating to jobs.
Objects
Objects contain the content that Liquid displays on a page. Objects and variables are displayed when enclosed in double curly braces: {{ and }} .
Input
{{ page.title }}
Output
Introduction
In this case, Liquid is rendering the content of the title property of the page object, which contains the text Introduction .
Tags
Tags create the logic and control flow for templates. The curly brace percentage delimiters {% and %} and the text that they surround do not produce any visible output when the template is rendered. This lets you assign variables and create conditions or loops without showing any of the Liquid logic on the page.
Input
{% ifuser %}
Hello {{ user.name }}!
{% endif %}
Output
Hello Adam!
Control Flow
Control flow tags create conditions that decide whether blocks of Liquid code get executed.
if
Executes a block of code only if a certain condition is true .
Input
{% if product.title == "Awesome Shoes" %}
These shoes are awesome!
{% endif %}
Output
These shoes are awesome!
unless
The opposite of if – executes a block of code only if a certain condition is not met.
Input
{% unless product.title == "Awesome Shoes" %}
These shoes are not awesome.
{% endunless %}
Output
These shoes are not awesome.
This would be the equivalent of doing the following:
{% if product.title != "Awesome Shoes" %}
These shoes are not awesome.
{% endif %}
elsif / else
Adds more conditions within an if or unless block.
Input
<!-- If customer.name = "anonymous" -->
{% if customer.name=="kevin" %}
Hey Kevin!
{% elsif customer.name=="anonymous" %}
Hey Anonymous!
{%else%}
Hi Stranger!
{%endif%}
Output
Hey Anonymous!
Iteration
Iteration tags repeatedly run blocks of code.
for
Repeatedly executes a block of code. For a full list of attributes available within a for loop, refer to the forloop object.
Input
{% for productin collection.products %}
{{ product.title }}
{% endfor %}
Output
hat shirt pants
else
Specifies a fallback case for a for loop which will run if the loop has zero length.
Input
{% for product in collection.products %}
{{ product.title }}
{% else %}
The collection is empty.
{% endfor %}
Output
The collection is empty.
For more information about Liquid, click here.
FAQ: Templates and PDFs (external article)
For more information about templates and PDFs, click here.