Create templates with fillable fields, dropdown lists, etc.

Add the macro

In a template, put the cursor where the ~%WhatToEnter macro should be inserted and click the Insert macro icon:

Type "what to enter" in the Search box and double-click What to Enter or select it and click the Select button:

In the first menu, select the option you need:

Text field: Simply enter text

If you select Text field, you can enter a title for the window and a default value:

Select the Required checkbox to make sure that the template won't be pasted into a message if the value isn't entered.

Note. The HTML icon above an input field in the macro dialog window means that HTML is supported, so you can enter a piece of HTML code into the field.

Dropdown list: Select some value(s) from the list

When you choose Dropdown list, enter a window title and several items for your list:

Besides, you can use three additional options:

• Tick User can edit selected item(s) to make it possible to edit items in the dropdown list while pasting your template into a message.
• Check User can select multiple items separated by to be able to select and insert several items into your email message. Enter a separator that will divide these values.
• Select the Required checkbox to make sure that the template won't be inserted into a message if the value isn't entered.

Note. The HTML icon above an input field in the macro dialog window means that HTML is supported, so you can enter a piece of HTML code into the field.

Date: Pick a date in the calendar and get it inserted

If you want to insert a date into a certain place in a message, pick Date. Then enter a window title:

The Date format dropdown menu is there to see all possible options:

If you select a format with not only numbers but words as well (for days of the week and months names), you might need to define the language in which these words will be spelled. This concerns all formats that include mmm, mmmm, ddd, or dddd:

• dddd, mmmm d, yyyy
• mmmm d, yyyy
• dd-mmm-yyyy
• etc.

You can select a language tag in the Language tag (locale) dropdown list:

For example, to get "Tuesday, January 10, 2023", we'll need to pick "dddd, mmmm d, yyyy" in the Date format box and "en-US" in Language tag (locale).

When you insert a template with the ~%WhatToEnter macro, you can pick a date in the dropdown calendar:

On clicking Format, you can change your date format preference if necessary:

You can also set the default format and language for your dates by creating team or profile properties. To learn more, refer to these guides: How to create the DateFormat property and the DateLocale property.

If you want to automatically subtract or add a certain number of days when inserting your template, enter the necessary value into the Days before/after current date field:

Time: Get a specific time inserted

To insert a specific time into your email message when pasting a template, choose the Time option that the ~%WhatToEnter macro has. Then decide what title the macro dialog window should appear with when you use your template:

Select the time format that you want to apply:

You can also choose the locale:

To subtract some minutes from the current time or add them when pasting your template, type the desired value into the Minutes before/after current time field:

When you click the Paste icon to insert your template into an email message, you'll be able to change the current time in the macro dialog window:

Dataset: Insert a value from a dataset

To add values from a dataset to your template text, select Dataset. See the detailed manual on working with datasets on the How to create and use datasets page.

Note. When you insert a template that has several ~%WhatToEnter macros in it, all their fillable fields will be displayed in one window: