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Question

How can clients' scheduler selections be pulled into contract via smart field or otherwise

  • January 23, 2025
  • 3 replies
  • 21 views

Jay Franca

I have a scheduler and a contract in same smart file. Need the clients’ scheduler selections to flow into contract. How can that be linked? 

3 replies

Diana The Finer Points
Luminary
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The Smart field is SESSION START and END time. There’s different ones to choose from. The scheduler needs to be placed before the contract - FYI. 


Jay Franca
  • Author
  • January 24, 2025

Thanks Diana. I dont get those fields in my “Field Content Types” drop down. Can you confirm they still exist, and any options for locating if not readily displayed? also, does the scheduler need to be placed IMMEDIATELY before the contract, or anywhere before?


Matthew Eriksen
Community Legend
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Hey ​@Jay Franca! As Diana mentions, the scheduler just needs to exist before the contract, could be page before or 3 pages before—HB needs to know, “Ah okay, they picked this session on a previous page, so that’s what I’ll populate here”. Let me know if the below is helpful:

Once inside Contract, use Content box on right side of screen to Add fields

  • Don’t get confused by the suggested fields
  • Those aren’t the only options, click Add to see more

 

From here you can scroll down to find the field you want, or start typing!