Advanced Task Management: Available Filevine Variables (Field Codes) for Task Summary* and Task Instruction* Fields

Filevine Variables, also known as field codes, are identifiers used to reference specific fields or objects within a Filevine project. They are written using double curly braces, like {{sectionorobject.fieldselector}}

Use the following Variable (Field Code) syntax to pull data from a Filevine Project into the task summary or instructions:

• Project Information 

To reference general project information, use: 

{{project.projectSelector}}

For Example:

{{project.projectName}} pulls the Filevine Project’s name.

• Client Information 

To reference data from the associated client, use:

{{client.fieldSelector}}

For Example:

{{client.lastName}} pulls the client's last name in the Filevine Project.

• Static (Form) Section Information 
  To reference a field from a static section (form), use:

{{staticSection.fieldSelector}}

For Example:

{{caseSummary.locationConsultation}} pulls the value from the “Location Consultation” field in the “Case Summary” static section.

• Subfields Information 

To reference a subfield from a structured object (that contains subfields)—such as from a Contact field— in a Filevine project, reference the subfield as follows:

{{collectionSection.fieldSelector.subfieldSelector}}

For Example:

{{employmentHistory.contactEmployer.lastName}} will pull the value in the “Last Name” subfield from the “Employer” contact field in the “Employment History” collection section.

• Collection Field (From a Collection Scope Task) 

When the task is configured in Collection Scope, directly reference the field as: 

{{collectionSection.fieldSelector}}

For Example:

{{educationalhistory.educationLevel}} pulls the “Education Level” field from the “Educational History” Collection section.

For more information on Filevine default selectors and how to get field codes, please visit: Default Selectors and How to Get Selectors and Field Codes.