While filling out a form, you might have to enter long paragraphs of text multiple times.

For example, you want to explain the details of a guest's health condition or a list of instructions for the treatment they have booked.

Dot phrases help you make the process easy in such cases. Using dot phrases, you can associate a long paragraph of text with a short phrase. When you fill out a form, you can recall the text by entering a dot (.) followed by the phrase with which you associated the text.

Enable dot phrases

  1. At the organization level, click the Admin icon.

  2. Navigate to Organization > Organizations.

  3. Select the Settings tab and expand General.

  4. From the Records per page section, select the Enable dot phrases check box.

Configure role permissions to use dot phrases

  1. At the organization level, click the Admin icon.

  2. Go to Security roles and select the role for which you want to enable the dot phrases.

  3. Expand Administrator and scroll down to Dot phrases.

  4. Select the Add, Edit, and Delete check boxes.

Set up dot phrases

  1. At the organization level, click the Admin icon.

  2. Navigate to Setup > Dot phrases.

  3. To set up a new dot phrase, click Add.

  4. Perform the following steps:

    1. In the Dot phrase field, enter the phrase to represent your text.

    2. In the Description field, enter a name to represent the dot phrase.

    3. In the Code field, enter a unique code for the dot phrase for identification.

    4. In the Predefined notes field, enter the text paragraph that will appear when you enter the dot phrase.

  5. Click Save.

Things to remember

Dot phrases can

  • Only be used in text fields or text areas for forms built using form builder.

  • Not contain any special characters or spaces.

    The dot phrase in itself doesn't support special characters. However, the predefined notes do support special characters.


You are filling out a form related to a guest's health condition and you want to warn them about the concerns related to weight loss.

The concerns that you want to highlight are as follows:

  • Overweight: BMI > 28

  • Borderline diabetics

  • Dark marks on skin around neck and elbows

  • Fat deposits around the abdomen

You can associate this text with the phrase WL concern with the name Weight Loss Concern.

Now, while filling out the form, when you enter a dot (.) and WL concern, the text that you associated with this phrase will auto-populate in the field.

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