Variables

Variables are named parameters that make a dynamic document reusable across different contexts without rebuilding it. Instead of creating a separate day sheet for every collaborator, you define a Collaborator variable, bind your Query Block filters to it, and the document renders for whichever collaborator the viewer selects.

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Managing Variables

Variables are managed through the Variables button in the top-right corner of the document editor. Clicking it opens a sidebar where you can add, edit, and remove document variables.

Each variable has a name that appears in the configuration bar and in filter binding menus (for example, "Collaborator" or "Show Date"), a type that determines what kind of picker the viewer sees when setting a value, a required flag that controls whether the document waits for the variable before rendering, and an optional default value that pre-selects a value when the document opens.

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Variable Types

Type	What it points to
Collaborator	A collaborator on the event
Area	An area on the event
Activity	A schedule activity on the event
Crew	A crew member on the event
Resource Type	A procurement resource type
Date	A date value
Text	A free-text string

Entity-typed variables display as a dropdown populated with the available options from the event. Date variables render a date picker. Text variables render a free text input.

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Multi-Select Variables

Any variable can be set to allow multiple selections. A multi-select Collaborator variable lets the viewer pick several collaborators at once, and any filter bound to it automatically expands to match against all selected values. This makes it straightforward to build a document that shows data across a defined subset, such as all the areas a department head manages or all the collaborators working a specific stage.

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Binding Variables to Filters

Variables become useful when bound to Query Block filters. In the filter configuration for any block, the value field includes a pin icon. Clicking it opens a variable selector, letting you connect the filter to any variable defined on the document. Once bound, that filter is dynamic. When a viewer changes the variable value, the block re-queries using the new value and the table updates.

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Setting Variable Values

When a document contains variables, a configuration bar appears at the top of the document. This bar shows controls for each variable: dropdowns for entity-typed variables, date pickers for date variables, and text inputs for text variables.

If a variable has a default value configured, it pre-selects that value when the document opens and the document renders immediately. If a required variable has no default, the document waits in an unresolved state until the viewer makes a selection. Query Blocks don't render with incomplete context.