Dynamic Fields help you save time by automatically inserting key information (like names, dates, or custom details) into templates, emails, and instructions.

What Are Dynamic Fields?

Dynamic Fields are smart placeholders that auto-fill with the correct value. Instead of manually typing the same thing over and over, use a field like {{project_due_date}} and Gatheroo will do the rest.

Default Dynamic Fields

These come pre-loaded in Gatheroo and work out of the box. They pull in standard details from your Requests.

Common default fields include:

  • {{project_contacts}} – The name of the contact you’re sending the Request to
  • {{project_name}} – The name of your Request Project
  • {{project_lead_name}} – The full name of the person leading the request
  • {{project_lead_first_name}} – The first name of the person leading the request
  • {{project_lead_email}} – The email address of the person leading the request
  • {{project_due_date}} – The Request Due Date

How to use:

Just right-click in any editor (instructions, emails, comments), choose a field, and it will be inserted where your cursor is. When the Request is sent or viewed, Gatheroo fills in the actual value. You can also preview how it looks from each editor field from the Preview button in the top-right of each editor.

Custom Dynamic Fields

Use Custom Fields when you need to repeat unique values that aren’t part of the default list. Things like service descriptions, project codes, or client-specific instructions.

How to set one up:

  1. From your account, go to My Account > Dynamic Fields
  2. Click ‘Add your First Field’
  3. Add a Field Label (Gatheroo will auto-generate the Field Name )
  4. Add a Field Value
  5. Click ‘Save and Update’

How to use:

Use the field name e.g. {{qtrly_bas_2025}} anywhere you’d like that value to appear, or select your new field from the dropdown (when right-clicking inside an Editor field). Gatheroo will insert the value automatically.

Once a dynamic field is used within an editor field, you’ll see a green notification from the Dynamic Fields dashboard so you know not to delete the field.

Note: If custom fields are deleted, the field will not longer work within Gatheroo).

Tips

  • Custom fields are great for reference numbers, recurring service names, or key client phrases.
  • You only need to update the value once – Gatheroo will update it wherever it appears.
  • Both default and custom fields are available when you right-click inside any editor.