Remember when you had your contract templates in Word with "gaps" to fill in and you would copy and paste the information where it belonged? With Parallel, you no longer need to copy and paste the information, you can leave that job to the references.

💡 What are references? If you want to know more, check out the following link.

In this article, we will explain the basic formulas you can use with Parallel references.

With these formulas you can make the referenced answers appear in the text in uppercase, lowercase or with the first letter in uppercase automatically, regardless of how your client completes your questions.

Basic formulas with text replies

With what types of fields can I use the basic formulas with references?

You can use the basic formulas with references in the following types of fields:

Where can I find the basic formulas?

When we have included a reference in one of the two field types above, we will see that, in the table of Contents of the template, two buttons appear next to that field:

  • One to copy the simple reference

  • And another one for Other options, where we will find the formulas of that field.

💡 If you don't see these buttons or want to know more about simple references, we recommend you read this article first.

What are the basic formulas with text replies?

In the short reply and long reply fields, you will always find the following formulas under the Other options button.

  1. Uppercase: Automatically converts the answer in that field to upper case, so that when you insert the reference in another field, the result will be upper case text.

  2. Lowercase: Converts the answer in that field automatically to lower case, so that when you insert the reference in another field, the result will be lower case text.

  3. Capitalize first letter: Makes the first letter of the answer in that field automatically upper case when you insert the reference in another field.

Uppercase

Let's see it in an example!

You want the name of a company to be written in uppercase in another field, regardless of how the customer replies the question.

To do this, you will go to the "Legal entity name" field, copy the formula "Uppercase" and paste it into the description of another field.

This formula will be pasted:

{{ reference | upcase }}

Now let's go to the Preview tab to see what it looks like!

Lowercase

Let's see it in an example!

You want the description of the company's services to be displayed in lowercase in another field, regardless of how the customer answers the question.

To do this, you will go to the field "The services Parallel offers are...", copy the formula "Lowercase" and paste it into the description of another field.

This formula will be pasted:

{{ reference | downcase }}

Now let's go to the Preview tab to see what it looks like!

Capitalize first letter

Let's see it in an example!

I want a person's name to be displayed in lowercase but with the first letter in uppercase in another field, regardless of how the customer answers the question.

To do this, I will go to the "Full name" field, copy the formula "Capitalize first letter" and paste it into the description of another field.

This formula will be pasted:

{{ reference | capitalize }}

Now let's go to the Preview tab to see what it looks like!

Other formulas

Now that you have learned how to generate dynamic texts with the basic formulas with text replies, we encourage you to continue learning and enhance your processes with the following guides:

  • Formulas for questions with multiple answers: If for a question there is more than one answer, automatically configure how these answers will be displayed (together, separated, listed...).

  • Formulas for questions with conditions: Learn how to copy and paste references that change depending on external variables.

  • Formulas for numerical fields: You can copy and paste numbers in different formats and choose formulas to make calculations with them.

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