Using Data fields with Intelliplan

This article explains how to use data fields with the Intelliplan - Oneflow integration. Data fields allow you to automatically pass information between Intelliplan and your Oneflow contracts.

Playbooks

Each integration has its own Playbook in Oneflow. This Playbook works as a link for both visibility and information transfer between Oneflow and Intelliplan. When you assign the Intelliplan Playbook to your Oneflow template, data fields from Intelliplan become available to map into your contract.

In Oneflow

Map Data Fields to Your Template 

1. Open your Oneflow template and click the Data fields icon in the side panel.
2. From the Playbook dropdown, select Intelliplan Template. Choose whichever is most appropriate for the type of template.
3. Place your cursor where you want the data field to appear, then click the tag icon (Insert data field) in the toolbar.
4. Select the field you want to insert and click Confirm.
5. Repeat for all fields you want to map, then Publish your template.

When you create a contract from Intelliplan, the data fields will automatically populate with information from the Intelliplan record.