So I figured out a better way to organize my form by utilizing additional snippets within the snippet itself and for the most part it works fine - in the test box on the dashboard. However, when I go to insert it into my Outlook email, it seems to be adding a 'line break' function where there's not one written into the snippet itself nor is there any whitespace that I can identify. It tends to insert it after the cursor and delete functions the snippet contains. I have these set because there's no need to include the year in the date options for this form but TB won't allow me to format it to exclude the year so this is my work around. Below is a screenshot of the snippet in the dashboard and then in Outlook.
{note}Variables:
Person:{formmenu: Person A; name=Salesperson}
Topic:{formtext: name=Strategy}
Client Name:{formtext: name=Client Name}
Company Attendees: {formmenu: default=One; Two; Three; name=Attendees}
Request Order: {formmenu: default=Primary; Secondary; name=Request Order}
{if: includes([request order], "Secondary")}Proposed Dates: {formmenu: default=One; Two; Three or more; name=Dates}{if: includes([dates], "Three or more")}{else}
Proposed Times:{formmenu: One; Two; Three or more; name=Times}{endif}{endif}{endnote}
{cursor}{key: backspace}{key: backspace}{key: backspace}Hi {formtext: name=Receipient},
I'm reaching out on behalf of {=salesperson} who would like to set up a 25-minute prep call for the {=strategy} {=client name} meeting on {formdate: MM/DD/YY; trim=no}{cursor}{key: backspace}{key: backspace}{key: backspace}{key: space} with {if: includes([Attendees], "One")}{import: /singreq}{elseif: includes([Attendees], "Two")}{import: /2req}{elseif: includes([Attendees], "Three")}{import: /3req}{endif}. {if: includes([request order], "Primary")}{import: /primereq} {elseif: includes([request order], "Secondary")}{import: /secreq}{endif}
Here's a solution that formats your formdate to just MM/DD and removes the autopilot commands that you used to format it before (smart move by the way). This should remove the extra space in Outlook.
Can you give this a try and let me know if that works for you?
{note}Variables:
Person:{formmenu: Person A; name=Salesperson}
Topic:{formtext: name=Strategy}
Client Name:{formtext: name=Client Name}
Company Attendees: {formmenu: default=One; Two; Three; name=Attendees}
Request Order: {formmenu: default=Primary; Secondary; name=Request Order}
{if: includes([`request order`], "Secondary")}Proposed Dates: {formmenu: default=One; Two; Three or more; name=Dates}{if: includes([dates], "Three or more")}{else}
Proposed Times:{formmenu: One; Two; Three or more; name=Times}{endif}{endif}{endnote}
{cursor}{key: backspace}{key: backspace}{key: backspace}Hi {formtext: name=Receipient},
I'm reaching out on behalf of {=salesperson} who would like to set up a 25-minute prep call for the {=strategy} {=`client name`} meeting on {note}{formdate: YYYY-MM-DD; name=meetingdate}{endnote}{time: MM/DD; at={=meetingdate}} with {if: includes([Attendees], "One")}{import: /singreq}{elseif: includes([Attendees], "Two")}{import: /2req}{elseif: includes([Attendees], "Three")}{import: /3req}{endif}. {if: includes([`request order`], "Primary")}{import: /primereq} {elseif: includes([`request order`], "Secondary")}{import: /secreq}{endif}
If that doesn't work, I'd be happy to jump on a call today or tomorrow to work it out!
Yes that works great! Thanks for showing me the work around. I use a lot of dates that don't require the full format so I'll be adding this to my toolkit.
Would you happen to know how to remove the white space before my snippet as well? I included the autopilot commands there because having the note above the actual output adds some additional space that I'm not quite sure how to remove. I'm guessing combining the recipient name text field and using a concat formatter to add in the greeting and setting it to trim the white space to the left, but I'm not sure what that formula would look like completely. I've only been using TB for about a day so far and there's definitely a lot to learn. It's been fun to experiement with, though!
Thank you for the quick response and video! I had read through the whitespace guide earlier but I guess I missed the part about the note command since it was at the end I'll be sure to take a little more time reading through the docs section next time
I'll be sure to take a little more time reading through the docs section next time 