Encoding Variables

Various functions can be applied to variables in Planfix. One of them is:

::encode=url

Suppose you have a task to create a link that, when clicked, passes specific additional parameters from the task, such as the name of a training course. The link then looks like this:

https://site-course.com/forms/about-course/?course_name={{Task.LEAD's Source}}

However, if the course name contains invalid characters, the link data will not be transferred correctly. For example, a link with such a course name

Promotion "Learn video editing in just 1 month for free" (2020)

Will look like this:

https://site-course.com/forms/about-course/?course_name=Promotion

This is because the link contains spaces, and special characters that are not allowed when creating the link. All these characters must be encoded. The ::encode=url function is added to the variables to encode this.

The correct link with variables should, therefore, look like this:

https://site-course.com/forms/about-course/?course_name={{Task.LEAD's Source::encode=url}}

And the generated link after applying encoding will look like this:

https://site-course.com/forms/about-course/?course_name=%D0%90%D0%BA%D1%86%D0%B8%D1%8F%20%22%D0%9E%D0%B1%D1%83%D1%87%D0%B8%D1%81%D1%8C%20%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE%D0%BC%D0%BE%D0%BD%D1%82%D0%B0%D0%B6%D1%83%20%D0%B2%D1%81%D0%B5%D0%B3%D0%BE%20%D0%B7%D0%B0%201%20%D0%BC%D0%B5%D1%81%D1%8F%D1%86%20%D0%B1%D0%B5%D1%81%D0%BF%D0%BB%D0%B0%D1%82%D0%BD%D0%BE%22%20%282020%29

So, the course name is transferred to the link without loss.

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• Variables in document templates
• Document templates
• Documents