Difference between revisions of "Variable List"

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m (→‎Level 3: added linkparent for Associated Parent)
(→‎Level 2)
 
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==System Variables==
 
==System Variables==
 
''This refers to [[System Variables]] defined on the [[Global Settings]] page''
 
''This refers to [[System Variables]] defined on the [[Global Settings]] page''
−
*'''@system.'''''customfieldname'''''@'''
+
 
 +
* '''@system.'''''customfieldname'''''@'''
  
 
==System Library Variables==
 
==System Library Variables==
 
''This refers to System Library Variables defined on the [[Global Settings]] page''
 
''This refers to System Library Variables defined on the [[Global Settings]] page''
−
*'''@system.library.'''''variable name'''''@'''
+
 
 +
* '''@system.library.'''''variable name'''''@'''
 +
 
 +
'''Note''': Library variables are available in all instances but can only be created and edited by SmartSimple.
  
 
==System-Wide Variables==
 
==System-Wide Variables==
 +
'''@currentdate@'''
  
−
'''@currentdate@'''
+
* Inserts the current date and time
  
−
* Inserts the current date and time
+
* This can be used in most areas where variables are called
  
−
* This can be used in most areas where variables are called
 
−
 
 
==Web Page View Variables==
 
==Web Page View Variables==
−
+
'''@now@'''
−
'''@now@'''
 
  
−
* Inserts the current system date
+
* Inserts the current system date
 +
 
 +
==Local Time Variable==
 +
'''@localhour(fullstartdate)@'''
 +
 
 +
* Adding the word local before the variable displays the hour based on the system time zone and not default Eastern time. The same can be used for minutes and for am/pm.
  
 
==Universal Tracking Application Variables==
 
==Universal Tracking Application Variables==
−
 
 
===Level 1===
 
===Level 1===
−
 
+
{| class="wikitable"
−
* '''level 1 name field''' - @name@
+
|+style="text-align:left"|Level 1 Field Name and Variable List
−
* '''level 1 type field''' - @type@
+
|-
−
* '''level 1 status field''' - @status@
+
!|Field Name
−
* '''level 1 start date''' - @startdate@
+
!|Variable
−
* '''level 1 end date''' - @enddate@
+
|-
−
* '''level 1 contact''' - @contact@
+
||level 1 name field
−
* '''level 1 custom field''' - @customfieldname@
+
||@name@
−
* '''Accounts''' - ''No variables''
+
|-
−
* '''Activity List''' - ''No variables''
+
||level 1 type field
−
* '''Application Name''' - @name@
+
||@type@
−
* '''Application Template Type''' - @type@
+
|-
−
* '''Application Template Type [[Caption]]''' - @typecaption@
+
||level 1 status field
−
* '''Application Template Type Language''' - @type_lang@
+
||@status@
−
* '''Archived''' - @archived@
+
|-
−
* '''Branch''' - @branch@
+
||level 1 start date
−
* '''Branch ID''' - @branchid@
+
||@startdate@
−
* '''Close Date''' - @closedate@
+
|-
−
* '''Contacts''' - ''No variables''
+
||level 1 end date
−
* '''Currency''' - @currency@
+
||@enddate@
−
* '''Exchange Currency''' - @excurrency@
+
|-
−
* '''Currency Exchange Rate''' - @exrate@
+
||level 1 contact
−
* '''Customer''' - @client@
+
||@contact@
−
* '''Description''' - @description@
+
|-
−
* '''End Date''' - @enddate@
+
||level 1 custom field
−
* '''End Time''' - @hour(fullenddate)@:@minute(fullenddate)@
+
||@customfieldname@
−
* '''Folders''' - ''No variables''
+
|-
−
* '''Modified By''' - @modifiedby@ ''(username)''; @modifiedbyid@ ''(userid)''
+
||Accounts
−
* '''Modified Date''' - @modifieddate@
+
||No variables
−
* '''Owner''' (full name) - @owner@
+
|-
−
* '''Owner''' ([[userid]]) - @ownerid@
+
||Activity List
−
* '''Person''' (full name) - @person@
+
||No variables
−
* '''Person''' ([[userid]]) - @person.userid@
+
|-
−
* '''Probability''' - @probability@
+
||Application Name
−
* '''Requirement''' - @requirements@
+
||@name@
−
* '''Revenue''' - @revenue@ (to return unformatted number without comma separators, use @revenue.value@)
+
|-
−
* '''Start Date''' - @startdate@
+
||Application Template Type
−
* '''Start Time''' - @hour(fullstartdate)@:@minute(fullstartdate)@
+
||@type@
−
* '''Status''' - @status@
+
|-
−
* '''Status [[Caption]]''' - @statuscaption@
+
||Application Template Type Caption
−
* '''Status Language''' - @status_lang@
+
||@typecaption@
−
* '''Workflow''' - ''No variables''
+
|-
 +
||Application Template Type Language
 +
||@type_lang@
 +
|-
 +
||Archived
 +
||@archived@
 +
|-
 +
||Branch
 +
||@branch@
 +
|-
 +
||Branch ID
 +
||@branchid@
 +
|-
 +
||Close Date
 +
||@closedate@
 +
|-
 +
||Contacts
 +
||No variables
 +
|-
 +
||Currency Name
 +
||@currencyname@
 +
|-
 +
||Currency Code
 +
||@currencycode@
 +
|-
 +
||Exchange Currency  Name
 +
||@excurrencyname@
 +
|-
 +
||Exchange Currency Code
 +
||@excurrencycode@
 +
|-
 +
||Currency Exchange Rate
 +
||@exrate@
 +
|-
 +
||Customer
 +
||@client@
 +
|-
 +
||Description
 +
||@description@
 +
|-
 +
||End Date
 +
||@enddate@
 +
|-
 +
||End Time
 +
||@hour(fullenddate)@:@minute(fullenddate)@
 +
|-
 +
||Folders
 +
||No variables
 +
|-
 +
||Modified By
 +
||@modifiedby@ (username); @modifiedbyid@ (userid)
 +
|-
 +
||Modified Date
 +
||@modifieddate@
 +
|-
 +
||Owner (full name)
 +
||@owner@
 +
|-
 +
||Owner (full name - Consumer/Provider reference)
 +
||@ownername@
 +
|-
 +
||Owner (userid)
 +
||@ownerid@
 +
|-
 +
||Person (full name)
 +
||@person@
 +
|-
 +
||Person (userid)
 +
||@person.userid@
 +
|-
 +
||Probability
 +
||@probability@
 +
|-
 +
||Requirement
 +
||@requirements@
 +
|-
 +
||Revenue
 +
||@revenue@
 +
|-
 +
||Revenue
 +
||@revenue.value@ (unformatted number without comma separators)
 +
|-
 +
||Start Date
 +
||@startdate@
 +
|-
 +
||Start Time
 +
||@hour(fullstartdate)@:@minute(fullstartdate)@
 +
|-
 +
||Status
 +
||@status@
 +
|-
 +
||Status ID
 +
||@statusid@
 +
|-
 +
||Status Caption
 +
||@statuscaption@
 +
|-
 +
||Status Language
 +
||@status_lang@
 +
|-
 +
||Status Name
 +
||@statusname@
 +
|-
 +
||Workflow
 +
||No variables
 +
|}
  
 
===Level 2===
 
===Level 2===
−
+
{| class="wikitable"
−
* '''Activity Type''' - @type@
+
|+style="text-align:left"|Level 2 Field Names and Variables List
−
* '''Activity Type [[Caption]]''' - @typecaption@
+
|-
−
* '''Activity Type ID''' - @typeid@
+
!|Field Name
−
* '''Amount''' - @eamount@
+
!|Variable
−
* '''Assigned Links''' - ''No variables''
+
|-
−
* '''Assigned People''' - @assigned@
+
||'''Activity Type'''
−
* '''Contact Links''' - ''No variables''
+
||@type@
−
* '''Contact People''' - @contact@
+
|-
−
* '''Description''' - @description@
+
||'''Activity Type [[Caption]]'''
−
* '''Duration''' - @span@
+
||@typecaption@
−
* '''End Date''' - @enddate@
+
|-
−
* '''End Hour''' (0-23) - @endhour@
+
||'''Activity Type ID'''
−
* '''End Hour''' (1-12) - @endh@
+
||@typeid@
−
* '''End Hour AM or PM''' - @endampm@
+
|-
−
* '''End Minute''' - @endminute@
+
||'''Amount'''
−
* '''End Time''' - @endhour@:@endminute@  
+
||@eamount@
−
* '''Event ID''' - @eventid@
+
|-
−
* '''Follow-up Days''' - ''No variables''
+
||'''Assigned Links'''
−
* '''Follow-up Sent''' - ''No variables''
+
||''No variables''
−
* '''Follow-up Type''' - ''No variables''
+
|-
−
* '''Location''' - @location@
+
||'''Assigned People'''
−
* '''Object ID''' (Parent system ID) - @objectid@
+
||@assigned@
−
* '''Object Type''' - @objecttype@
+
|-
−
* '''Owner''' - @owner@
+
||'''Contact Links'''
−
* '''Parent Name''' - @parent.name@
+
||''No variables''
−
* '''Reminder Days''' - ''No variables''
+
|-
−
* '''Reminder Sent''' - ''No variables''
+
||'''Contact People'''
−
* '''Reminder Type''' - ''No variables''
+
||@contact@
−
* '''Root Company ID''' - @rootcompanyid@
+
|-
−
* '''Start Date''' - @startdate@
+
||'''Contact User ID'''
−
* '''Start Hour''' (0-23) - @starthour@
+
||@contact.userid@ -- Returns one only, even with multiple contacts assigned
−
* '''Start Hour''' (1-12) - @starth@
+
|-
−
* '''Start Hour AM or PM''' - @startampm@
+
||'''Description'''
−
* '''Start Minute''' - @startminute@
+
||@description@
−
* '''Start Time''' - @starthour@:@startminute@
+
|-
−
* '''Status''' - @status@
+
||'''Duration'''
−
* '''Status [[Caption]]''' - @statuscaption@
+
||@span@
−
* '''Subject''' - @subject@
+
|-
−
* '''Updated By''' - @updatedby@ -- Displays system ID, not name
+
||'''End Date'''
−
* '''Updated By Name''' - @updatedbyname@ -- Displays the name
+
||@enddate@
−
* '''Whole Day Event''' - @isallday@
+
|-
 +
||'''End Hour''' (0-23)
 +
||@endhour@
 +
|-
 +
||'''End Hour''' (1-12)
 +
||@endh@
 +
|-
 +
||'''End Hour AM or PM'''
 +
||@endampm@
 +
|-
 +
||'''End Minute'''
 +
||@endminute@
 +
|-
 +
||'''End Time'''
 +
||@endhour@:@endminute@
 +
|-
 +
||'''Event ID'''
 +
||@eventid@
 +
|-
 +
||'''Follow-up Days'''
 +
||''No variables''
 +
|-
 +
||'''Follow-up Sent'''
 +
||''No variables''
 +
|-
 +
||'''Follow-up Type'''
 +
||''No variables''
 +
|-
 +
||'''Location'''
 +
||@location@
 +
|-
 +
||'''Object ID''' (Parent system ID)
 +
||@objectid@
 +
|-
 +
||'''Object Type'''
 +
||@objecttype@
 +
|-
 +
||'''Owner'''
 +
||@owner@
 +
|-
 +
||'''Owner ID'''
 +
||@ownerid@
 +
|-
 +
||'''Parent Name'''
 +
||@parent.name@
 +
|-
 +
||'''Reminder Days'''
 +
||''No variables''
 +
|-
 +
||'''Reminder Sent'''
 +
||''No variables''
 +
|-
 +
||'''Reminder Type'''
 +
||''No variables''
 +
|-
 +
||'''Root Company ID'''
 +
||@rootcompanyid@
 +
|-
 +
||'''Start Date'''
 +
||@startdate@
 +
|-
 +
||'''Start Hour''' (0-23)
 +
||@starthour@
 +
|-
 +
||'''Start Hour''' (1-12)
 +
||@starth@
 +
|-
 +
||'''Start Hour AM or PM'''
 +
||@startampm@
 +
|-
 +
||'''Start Minute'''
 +
||@startminute@
 +
|-
 +
||'''Start Time'''
 +
||@starthour@:@startminute@
 +
|-
 +
||'''Status'''
 +
||@status@
 +
|-
 +
||'''Status [[Caption]]'''
 +
||@statuscaption@
 +
|-
 +
||'''Subject'''
 +
||@subject@
 +
|-
 +
||'''Updated By'''
 +
||@updatedby@ -- Displays system ID, not name
 +
|-
 +
||'''Updated By Name'''
 +
||@updatedbyname@ -- Displays the name
 +
|-
 +
||'''Whole Day Event'''
 +
||@isallday@
 +
|}
  
 
===Level 3===
 
===Level 3===
 +
{| class="wikitable"
 +
|+style="text-align:left"|Level 3 Field Names and Variables
 +
|-
 +
!|Field Name
 +
!|Variable
 +
|-
 +
||'''Associated Parent'''
 +
||@linkparent.''fieldname''@
 +
|-
 +
||'''General'''
 +
||Level 3 uses the same variables as Level 2.
 +
|}
  
−
* '''@linkparent@''' - Associated Parent
+
===Calling a Level 1 Variable at Level 2===
−
* Level 3 uses the same variables as Level 2.
+
'''@parent.branch@''' or '''@parent.client@''' will be replaced by company name and other fields can be referenced like this:
  
−
===Calling a Level 1 Variable at Level 2===
+
* '''@parent.branch.address@'''
−
 
−
'''@parent.branch@''' or '''@parent.client@''' will be replaced by company name and other fields can be referenced like this:
 
−
 
−
* '''@parent.branch.address@'''
 
 
* '''@parent.branch.country@'''
 
* '''@parent.branch.country@'''
−
* '''@parent.branch.customfield@'''
+
* '''@parent.branch.customfield@'''
−
* '''@parent.firstname@'''
+
* '''@parent.firstname@'''
−
* '''@parent.lastname@'''
+
* '''@parent.lastname@'''
−
* '''@parent.description@'''
+
* '''@parent.description@'''
−
* '''@parent.status@'''
+
* '''@parent.status@'''
 
* '''@parent.person.fieldname@''' - fieldname will be replaced by the variables listed below for the '''Person''' [[Standard Field]] at Level 1.
 
* '''@parent.person.fieldname@''' - fieldname will be replaced by the variables listed below for the '''Person''' [[Standard Field]] at Level 1.
  
Line 132: Line 344:
  
 
==Contacts/Users==
 
==Contacts/Users==
−
 
+
{| class="wikitable"
−
* '''First name''' - @firstname@
+
|+style="text-align:left"|Contacts/Users Field Names and Variables
−
* '''Middle name''' - @middlename@
+
|-
−
* '''Last name''' - @lastname@
+
!|Field Name
−
* '''Full name''' - @fullname@
+
!|Variable
−
* '''Title''' - @title@
+
|-
−
* '''Email address''' - @email@
+
||'''First name'''
−
* '''Phone''' - @phone@
+
||@firstname@
−
* '''Phone extension''' - @uphoneext@
+
|-
−
* '''Company name''' - @company@
+
||'''Middle name'''
−
* '''Address''' - @address@
+
||@middlename@
−
* '''Address 2''' - @address2@
+
|-
−
* '''City''' - @city@
+
||'''Last name'''
−
* '''Province''' - @province@
+
||@lastname@
−
* '''State''' - @state@
+
|-
−
* '''Country''' - @country@
+
||'''Full name'''
−
* '''Postal code''' - @postalcode@
+
||@fullname@
−
* '''Primary Address''' - @primaryaddress@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
+
|-
−
* '''Address Book''' - @addressbook@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
+
||'''Phone'''
−
* '''Owner''' - @owner@
+
||@phone@
−
* '''Last updated''' - @modifieddate@
+
|-
−
* '''Last logged in''' - @lastlogin@
+
||'''Phone extension'''
−
* '''Cost''' - @cost@
+
||@uphoneext@
−
* '''Cost unit''' - @costunit@
+
|-
−
* '''Type''' - @type@ (returns 'User', 'Local User Administrator' or 'Global User Administrator')
+
||'''Company name'''
−
* '''Access Type''' - @accesstype@ (returns 'Administration or Portal Interface', 'User Centric or Applicant Interface', 'Web Service User' or 'No Access')
+
||@company@
−
* '''Access Type ID''' - @accesstypeid@
+
|-
−
::''0=No Access;1=Administration or Portal Interface;3=User Centric or Applicant Interface;5=Web Service User;''
+
||'''Address'''
−
* '''Resource name''' - @resourcename@
+
||@address@
−
* '''Is contact a resource?''' - @isresource@
+
|-
−
* '''Prefix''' - @prefix@
+
||'''Address 2'''
−
* '''Suffix''' - @suffix@
+
||@address2@
−
* '''Unique Identifier''' - @uuid@
+
|-
−
::This is a system-generated code that is unique to each contact. For example: ''6BCC 98SF EFC6 FFFB 270C 606''
+
||'''City'''
−
* '''Language''' - @langname@
+
||@city@
−
::The Language name in the [[Personal Settings]] of the contact (i.e.: ''@me.langname@'' or ''@owner.langname@'')
+
|-
−
* '''Language ID Code''' - @langid@
+
||'''Province'''
−
::The Language selected in the [[Personal Settings]] of the contact (i.e.: ''@me.langid@'' or ''@owner.langid@'')
+
||@province@ - If using abbreviated store values use @province.name@ to get the full name
−
::See [[Language|here]] for more information
+
|-
−
* '''User's Time Zone setting''' (can be used to calculate user's relative date/time) - @sstimezone@
+
||'''State'''
 +
||@state@
 +
|-
 +
||'''Country'''
 +
||@country@
 +
|-
 +
||'''Country Code''' (2 letter abbreviation)
 +
||@countrycode@
 +
|-
 +
||'''Postal code'''
 +
||@postalcode@
 +
|-
 +
||'''Primary Address'''
 +
||@primaryaddress@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
 +
|-
 +
||'''Address Book'''
 +
||@addressbook@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
 +
|-
 +
||'''US Region name from an actual address record'''
 +
||@address.region.uscounty.name@
 +
|-
 +
||'''US Region ID from an actual address record'''
 +
||@address.region.uscounty.id@
 +
|-
 +
||'''Owner'''
 +
||@owner@
 +
|-
 +
||'''Last updated'''
 +
||@modifieddate@
 +
|-
 +
||'''Last logged in'''
 +
||@lastlogin@
 +
|-
 +
||'''Cost'''
 +
||@cost@
 +
|-
 +
||'''Cost unit'''
 +
||@costunit@
 +
|-
 +
||'''Type'''
 +
||@type@ (returns 'User', 'Local User Administrator' or 'Global User Administrator')
 +
|-
 +
||'''Access Type'''
 +
||@accesstype@ (returns 'Administration or Portal Interface', 'User Centric or Applicant Interface', 'Web Service User' or 'No Access')
 +
|-
 +
||'''Access Type ID'''
 +
||@accesstypeid@ ''0=No Access;1=Administration or Portal Interface;3=User Centric or Applicant Interface;5=Web Service User;''
 +
|-
 +
||'''Resource name'''
 +
||@resourcename@
 +
|-
 +
||'''Is contact a resource?'''
 +
||@isresource@
 +
|-
 +
||'''Prefix'''
 +
||@prefix@
 +
|-
 +
||'''Suffix'''
 +
||@suffix@
 +
|-
 +
||'''Unique Identifier'''
 +
||@uuid@ This is a system-generated code that is unique to each contact. For example: ''6BCC 98SF EFC6 FFFB 270C 606''
 +
|-
 +
||'''Language'''
 +
||@langname@ The Language name in the [[Personal Settings]] of the contact (i.e.: ''@me.langname@'' or ''@owner.langname@'')
 +
|-
 +
||'''Language ID Code'''
 +
||@langid@ The Language selected in the [[Personal Settings]] of the contact (i.e.: ''@me.langid@'' or ''@owner.langid@''). See [[Language|here]] for more information
 +
|-
 +
||'''User's Time Zone setting'''
 +
||@sstimezone@ (can be used to calculate user's relative date/time)
 +
|}
  
 
==When calling on Level 1 and Level 2 information from a Level 2 Workflow==
 
==When calling on Level 1 and Level 2 information from a Level 2 Workflow==
−
 
+
{| class="wikitable"
−
* '''level 1 name field''' - @parent.name@
+
|+style="text-align:left"|Calling L1 and L2 fields from a L2 Workflow
−
* '''level 1 type field''' - @parent.type@
+
|-
−
* '''level 1 status''' - @parent.status@
+
!|Field Name
−
* '''level 1 start date''' - @parent.startdate@
+
!|Variable
−
* '''level 1 end date''' - @parent.enddate@
+
|-
−
* '''level 1 contact''' - @parent.contact@
+
||'''level 1 name field'''
−
* '''level 1 custom fields''' - @parent.customfieldname@
+
||@parent.name@
−
* '''level 2 type field''' - @type@
+
|-
−
* '''level 2 status field''' - @status@
+
||'''level 1 status'''
−
* '''level 2 start date''' - @startdate@
+
||@parent.status@
−
* '''level 2 end date''' - @enddate@
+
|-
−
* '''level 2 contact''' - @contact@
+
||'''level 1 start date'''
−
* '''level 2 custom field''' - @customfieldname@
+
||@parent.startdate@
 +
|-
 +
||'''level 1 end date'''
 +
||@parent.enddate@
 +
|-
 +
||'''level 1 contact'''
 +
||@parent.contact@
 +
|-
 +
||'''level 1 custom fields'''
 +
||@parent.customfieldname@
 +
|-
 +
||'''level 2 type field'''
 +
||@type@
 +
|-
 +
||'''level 2 status field'''
 +
||@status@
 +
|-
 +
||'''level 2 start date'''
 +
||@startdate@
 +
|-
 +
||'''level 2 end date'''
 +
||@enddate@
 +
|-
 +
||'''level 2 contact'''
 +
||@contact@
 +
|-
 +
||'''level 2 custom field'''
 +
||@customfieldname@
 +
|}
  
 
==Parent can be Company, Level 1, Opportunity or Leads==
 
==Parent can be Company, Level 1, Opportunity or Leads==
  
−
<u>'''Company'''</u>
+
{| class="wikitable"
−
+
|+style="text-align:left"|Level 1 Name and Variable List
−
* '''Primary Contact''' - @primarycontact@
+
|-
−
* '''Company Name''' - @name@  
+
!|Name
−
* '''Address''' - @address@
+
!|Variable
−
* '''Address 2''' - @address2@
+
|-
−
* '''City''' - @city@
+
||'''Primary Contact'''
−
* '''Province''' - @province@
+
||@primarycontact@
−
* '''State''' - @state@
+
|-
−
* '''Postal code''' - @postalcode@
+
||'''Company Name'''
−
* '''Country''' - @country@  
+
||@name@
−
* '''Phone number''' - @phone@  
+
|-
−
* '''Fax number''' - @fax@  
+
||'''Address'''
−
* '''Owner''' - @owner@  
+
||@address@
−
* '''Website''' - @website@  
+
|-
−
* '''Custom fields''' - @customfields@
+
||'''Address 2'''
−
* '''NAIC Code 1''' - @naiccode1@
+
||@address2@
−
* '''NAIC Code 2''' - @naiccode2@
+
|-
−
* '''Last updated''' - @modifieddate@
+
||'''City'''
−
* '''Last updated by''' - @updatedbyname@
+
||@city@
−
<!--* '''Associates''' - ?-->
+
|-
−
* '''Category custom fields''' - @Field Name@
+
||'''Province'''
 +
||@province@ - If using abbreviated store values use @province.name@ to get the full name
 +
|-
 +
||'''Postal code'''
 +
||@postalcode@
 +
|-
 +
||'''Country'''
 +
||@country@
 +
|-
 +
||'''Country Code''' (2 letter abbreviation)
 +
||@countrycode@
 +
|-
 +
||'''Latitude'''
 +
||@lat@
 +
|-
 +
||'''Longitude'''
 +
||@lng@
 +
|-
 +
||'''Phone number'''
 +
||@phone@
 +
|-
 +
||'''Fax number'''
 +
||@fax@
 +
|-
 +
||'''Owner'''
 +
||@owner@
 +
|-
 +
||'''Website'''
 +
||@website@
 +
|-
 +
||'''Custom fields'''
 +
||@customfields@
 +
|-
 +
||'''NAIC Code 1'''
 +
||@naiccode1@
 +
|-
 +
||'''NAIC Code 2'''
 +
||@naiccode2@
 +
|-
 +
||'''Last updated'''
 +
||@modifieddate@
 +
|-
 +
||'''Last updated by'''
 +
||@updatedbyname@
 +
|-
 +
||'''Category custom fields'''
 +
||@Field Name@
 +
|}
  
 
==Opportunity, Level 1==
 
==Opportunity, Level 1==
 +
{| class="wikitable"
 +
|+style="text-align:left"|Opportunity & Level 1
 +
|-
 +
!|Field Name
 +
!|Variable
 +
|-
 +
||'''Branch'''
 +
||@branch@
 +
|-
 +
||'''Close Date'''
 +
||@closedate@
 +
|-
 +
||'''Company field'''
 +
||@company.field@
 +
|-
 +
||'''Contacts'''
 +
||@contact.rolename.field@
 +
|-
 +
||'''Created Date'''
 +
||@createddate@
 +
|-
 +
||'''Currency'''
 +
||@currency@
 +
|-
 +
||'''Customer'''
 +
||@client@
 +
|-
 +
||'''Description'''
 +
||@description@
 +
|-
 +
||'''End Date'''
 +
||@enddate@
 +
|-
 +
||'''End Time'''
 +
||@hour(fullenddate)@:@minute(fullenddate)@
 +
|-
 +
||'''Folders'''
 +
||No variables
 +
|-
 +
||'''Opportunity Source'''
 +
||@leadsource@
 +
|-
 +
||'''List Job Questions (with combo boxes)'''
 +
||@jobquestions@ ''Only for opportunities that use the recruiting template''
 +
|-
 +
||'''List Job Questions (just questions)'''
 +
||@jobquestionsr@
 +
|-
 +
||'''List Job Skills'''
 +
||@jobskills@
 +
|-
 +
||'''Modified Date'''
 +
||@modifieddate@
 +
|-
 +
||'''Number of filled positions'''
 +
||@candidatefilled@
 +
|-
 +
||'''Number of open positions'''
 +
||@openpositions@
 +
|-
 +
||'''Owner'''
 +
||@owner@
 +
|-
 +
||'''Opportunity Name'''
 +
||@name@
 +
|-
 +
||'''Opportunity Type'''
 +
||@type@
 +
|-
 +
||'''Probability'''
 +
||@probability@
 +
|-
 +
||'''Requirements'''
 +
||@requirements@
 +
|-
 +
||'''Revenue'''
 +
||@revenue@
 +
|-
 +
||'''Start Date'''
 +
||@startdate@
 +
|-
 +
||'''Start Time'''
 +
||@hour(fullstartdate)@:@minute(fullstartdate)@
 +
|-
 +
||'''Status'''
 +
||@status@
 +
|-
 +
||'''Template type number'''
 +
||@templatetype@
 +
|}
  
 
<!--* '''Accounts''' - No variables
 
<!--* '''Accounts''' - No variables
 
* '''Activity List''' - Is not displaying information properly, according to Wiki call guide
 
* '''Activity List''' - Is not displaying information properly, according to Wiki call guide
 
* '''Applicants''' - No information on how to call applicants in Wiki -->
 
* '''Applicants''' - No information on how to call applicants in Wiki -->
−
* '''Branch''' - @branch@
+
==Leads==
−
* '''Close Date''' - @closedate@
+
{| class="wikitable"
−
* '''Company field''' - @company.field@
+
|+style="text-align:left"|Leads Variable List
−
* '''Contacts''' - @contact.rolename.field@
+
|-
−
* '''Currency''' - @currency@
+
!|Field Name
−
* '''Customer''' - @client@
+
!|Variable
−
* '''Description''' - @description@
+
|-
−
* '''End Date''' - @enddate@
+
||'''Status'''
−
* '''End Time''' - @hour(fullenddate)@:@minute(fullenddate)@
+
||@status@
−
* '''Folders''' - No variables
+
|-
−
* '''Opportunity Source''' - @leadsource@
+
||'''Company'''
−
* '''List Job Questions (with combo boxes)''' - @jobquestions@ ''Only for opportunities that use the recruiting template''
+
||@name@
−
* '''List Job Questions (just questions)''' - @jobquestionsr@
+
|-
−
* '''List Job Skills''' - @jobskills@
+
||'''Address'''
−
* '''Modified Date''' - @modifieddate@
+
||@address@
−
* '''Number of filled positions''' - @candidatefilled@
+
|-
−
* '''Number of open positions''' - @openpositions@
+
||'''Address 2'''
−
* '''Owner''' - @owner@
+
||@address2@
−
* '''Opportunity Name''' - @name@
+
|-
−
* '''Opportunity Type''' - @type@
+
||'''City'''
−
* '''Probability''' - @probability@
+
||@city@
−
* '''Requirements''' - @requirements@
+
|-
−
* '''Revenue''' - @revenue@
+
||'''Province'''
−
* '''Start Date''' - @startdate@
+
||@province@
−
* '''Start Time''' - @hour(fullstartdate)@:@minute(fullstartdate)@
+
|-
−
* '''Status''' - @status@
+
||'''Country'''
−
* '''Template type number''' - @templatetype@
+
||@country@
−
 
+
|-
−
==Leads==         
+
||'''Postal'''
 +
||@postalcode@
 +
|-
 +
||'''Phone'''
 +
||@phone@
 +
|-
 +
||'''Fax'''
 +
||@fax@
 +
|-
 +
||'''Web Site'''
 +
||@website@
 +
|-
 +
||'''First Name'''
 +
||@firstname@
 +
|-
 +
||'''Last Name'''
 +
||@lastname@
 +
|-
 +
||'''Prefix'''
 +
||@prefix@
 +
|-
 +
||'''Suffix'''
 +
||@suffix@
 +
|-
 +
||'''Title'''
 +
||@title@
 +
|-
 +
||'''(Contact) Phone'''
 +
||@contactphone@
 +
|-
 +
||'''Email'''
 +
||@email@
 +
|-
 +
||'''Description'''
 +
||@description@
 +
|-
 +
||'''Date Added'''
 +
||@dat_added@
 +
|}
  
−
* '''Status''' - @status@
 
 
<!--* '''Campaign''' - Don’t know-->
 
<!--* '''Campaign''' - Don’t know-->
−
* '''Company''' - @name@
 
−
* '''Address''' - @address@
 
−
* '''Address 2''' - @address2@
 
−
* '''City''' - @city@
 
−
* '''Province''' - @province@
 
−
* '''Country''' - @country@
 
−
* '''Postal''' - @postalcode@
 
−
* '''Phone''' - @phone@
 
−
* '''Fax''' - @fax@
 
−
* '''Web Site''' - @website@
 
 
<!--* '''NAIC 1''' - Don’t know
 
<!--* '''NAIC 1''' - Don’t know
 +
 
* '''NAIC 2''' - Don’t know-->
 
* '''NAIC 2''' - Don’t know-->
−
* '''First Name''' - @firstname@
 
−
* '''Last Name''' - @lastname@
 
−
* '''Prefix''' - @prefix@
 
−
* '''Suffix''' - @suffix@
 
−
* '''Title''' - @title@
 
−
* '''(Contact) Phone''' - @contactphone@
 
 
<!--* '''Ext.''' - Don’t know-->
 
<!--* '''Ext.''' - Don’t know-->
−
* '''Email''' - @email@
 
−
* '''Description''' - @description@
 
 
<!--* '''Owner/Owner.field''' - Don’t know-->
 
<!--* '''Owner/Owner.field''' - Don’t know-->
−
* '''Date Added''' - @dat_added@
 
−
 
 
==Email Broadcast==
 
==Email Broadcast==
−
 
+
{| class="wikitable"
−
* '''All standard contact fields'''
+
|+style="text-align:left"|Email Broadcast Variable List
−
* '''All standard company fields'''
+
|-
−
* '''@rolename.customfield@'''
+
!|Field Name
−
* '''@randompassword@''' - Generates a new password when sending to user
+
!|Variable
−
* '''@password@''' - Generates a new password when sending to user
+
|-
−
* '''@email@''' - Sends the username/E-mail
+
||'''@rolename.customfield@'''
−
* '''@userid@''' - Sends the user id
+
||
−
* '''@sender.''fieldname''@''' - manner of referencing details of the user who is sending the email
+
|-
 +
||'''@randompassword@'''
 +
||Generates a new password when sending to user
 +
|-
 +
||'''@password@'''
 +
||Generates a new password when sending to user
 +
|-
 +
||'''@email@'''
 +
||Sends the username/E-mail
 +
|-
 +
||'''@userid@'''
 +
||Sends the user id
 +
|-
 +
||'''@sender.''fieldname''@'''
 +
||manner of referencing details of the user who is sending the email
 +
|}
 +
: '''Note:'''
 
:* examples: ''@sender.company.address@'' will return the address of the sender's company.
 
:* examples: ''@sender.company.address@'' will return the address of the sender's company.
 +
:* Includes '''All standard contact fields'''
 +
:* Includes '''All standard company fields'''
  
 
==Contacts==
 
==Contacts==
−
 
+
{| class="wikitable"
−
* '''First name of contact or lead''' - @firstname@
+
|+style="text-align:left"|Level 1 Field Name and Variable List
−
* '''Last name of contact or lead''' - @lastname@
+
|-
−
* '''Full name of contact or lead''' - @fullname@
+
!|Field Name
−
* '''Title of contact or lead''' - @title@
+
!|Variable
−
* '''Email address of contact or lead''' - @email@
+
|-
−
* '''Phone number of contact or lead''' - @phone@
+
||'''First name of contact or lead'''
−
* '''Address of contact or lead''' - @address@
+
||@firstname@
−
* '''City of contact or lead''' - @city@
+
|-
−
* '''State/Province of contact or lead''' - @state@
+
||'''Last name of contact or lead'''
−
* '''Country of contact or lead''' - @country@
+
||@lastname@
−
* '''Zip/Postal code of contact or lead''' - @postalcode@
+
|-
−
* '''Company name of contact or lead''' - @companyname@
+
||'''Full name of contact or lead'''
−
* '''Contact address - not available for lead''' - @caddress@
+
||@fullname@
−
* '''Contact city - not available for lead''' - @ccity@
+
|-
−
* '''Contact state/province - not available for lead''' - @cstate@
+
||'''Title of contact or lead'''
−
* '''Contact country - not available for lead''' - @ccountry@
+
||@title@
−
* '''Contact postal code - not available for lead''' - @cpostalcode@
+
|-
−
* '''Contact fax - not available for lead''' - @cfax@
+
||'''Email address of contact or lead'''
−
* '''Web site for lead - not available for contact''' - @cwebsite@
+
||@email@
−
* '''First name of the sender''' - @senderfirstname@
+
|-
−
* '''Last name of the sender''' - @senderlastname@
+
||'''Phone number of contact or lead'''
−
* '''Name of sender company''' - @sendercompany@
+
||@phone@
−
* '''E-mail of sender''' - @senderemail@
+
|-
−
* '''Phone number of sender''' - @senderphone@
+
||'''Address of contact or lead'''
−
* '''Title of sender''' - @sendertitle@
+
||@address@
−
* '''Current date and time format selected by the user in their personal settings ? long date format''' - @now@
+
|-
−
* '''Description field content''' - @objectdescription@
+
||'''City of contact or lead'''
 +
||@city@
 +
|-
 +
||'''State/Province of contact or lead'''
 +
||@state@
 +
|-
 +
||'''Country of contact or lead'''
 +
||@country@
 +
|-
 +
||'''Country Code of contact or lead'''
 +
||@countrycode@
 +
|-
 +
||'''Zip/Postal code of contact or lead'''
 +
||@postalcode@
 +
|-
 +
||'''Company name of contact or lead'''
 +
||@companyname@
 +
|-
 +
||'''Contact address - not available for lead'''
 +
||@caddress@
 +
|-
 +
||'''Contact city - not available for lead'''
 +
||@ccity@
 +
|-
 +
||'''Contact state/province - not available for lead'''
 +
||@cstate@
 +
|-
 +
||'''Contact country - not available for lead'''
 +
||@ccountry@
 +
|-
 +
||'''Contact postal code - not available for lead'''
 +
||@cpostalcode@
 +
|-
 +
||'''Contact fax - not available for lead'''
 +
||@cfax@
 +
|-
 +
||'''Web site for lead - not available for contact'''
 +
||@cwebsite@
 +
|-
 +
||'''First name of the sender'''
 +
||@senderfirstname@
 +
|-
 +
||'''Last name of the sender'''
 +
||@senderlastname@
 +
|-
 +
||'''Name of sender company'''
 +
||@sendercompany@
 +
|-
 +
||'''E-mail of sender'''
 +
||@senderemail@
 +
|-
 +
||'''Phone number of sender'''
 +
||@senderphone@
 +
|-
 +
||'''Title of sender'''
 +
||@sendertitle@
 +
|-
 +
||'''Current date and time format selected by the user in their personal settings ? long date format'''
 +
||@now@
 +
|-
 +
||'''Description field content'''
 +
||@objectdescription@
 +
|}
  
 
==Roles==
 
==Roles==
 +
'''@rolelist@''' provides a list of [[roleid]]s corresponding to the roles the user belongs to.
  
−
'''@rolelist@''' provides a list of [[roleid]]s corresponding to the roles the user belongs to.
 
 
  @me.rolelist@
 
  @me.rolelist@
  
−
'''@primaryroleid@''' provides the id for the user's primary role. Do not use the prefix '@me.'.  
+
'''@primaryroleid@''' provides the id for the user's primary role. Do not use the prefix '@me.'.
 +
 
 
  @primaryroleid@
 
  @primaryroleid@
  
−
==Company Categories==
+
==Organization Categories==
−
'''@catlist@''' lists the roleid of each Company Category the company (Account/Organization) belongs to.
+
'''@catlist@''' lists the roleid of each Organization Category the company (Account/Organization) belongs to.
 +
 
 
  @me.parent.catlist@
 
  @me.parent.catlist@
 +
'''@categories@''' lists the category names of each Organization Category the company (Account/Organization) belongs to.
 +
 +
@me.parent.categories@
  
 
==Custom Fields attached to Roles==
 
==Custom Fields attached to Roles==
−
 
 
'''@rolename.customfieldname@'''
 
'''@rolename.customfieldname@'''
  
 
==[[Using Variables in the Report Builder|Variables available for Report criteria]]==
 
==[[Using Variables in the Report Builder|Variables available for Report criteria]]==
−
 
 
* '''@userid@'''
 
* '''@userid@'''
−
* '''@companyid@'''  
+
* '''@companyid@'''
 
* '''@objectid@'''
 
* '''@objectid@'''
  
Line 343: Line 892:
  
 
==Using Variables in the Report Template Header==
 
==Using Variables in the Report Template Header==
−
 
 
* '''@args[1]@, @args[2]@''' - used within Report Template Header to obtain the criteria entered by users.
 
* '''@args[1]@, @args[2]@''' - used within Report Template Header to obtain the criteria entered by users.
 
* '''@runtime@''' - used within Report Template Header to obtain date/time report was run.
 
* '''@runtime@''' - used within Report Template Header to obtain date/time report was run.
  
 
==Applicant Tracking Email Template Variables==
 
==Applicant Tracking Email Template Variables==
−
 
 
The following variables are used to create email templates:
 
The following variables are used to create email templates:
  
 
<u>'''Job Fields'''</u>
 
<u>'''Job Fields'''</u>
  
−
* @job.name@ - '''Job name'''.
+
{| class="wikitable"
−
* @job.client@ - '''Associated name of the client'''.
+
|+style="text-align:left"|Job Fields Variable List
−
* @job.stage@ - '''Status of the job'''.
+
|-
−
* @job.closedate@ - '''Hiring close date of the job'''.
+
!|Field Name
−
* @job.manager@ - '''Hiring Manger – set on the job page'''.
+
!|Variable
−
* @job.description@ - '''Job description'''.
+
|-
−
* @job.type@ - '''Template name for this job'''.
+
||@job.name@
−
* @job.startdate@ - '''Job start date'''.
+
||'''Job name'''
−
* @job.enddate@ - '''Job end date – contract only'''.
+
|-
−
* @job.requirements@ - '''Job requirements'''
+
||@job.client@
−
* @job.openpositions@ - '''Number of open positions'''.
+
||'''Associated name of the client'''
−
* @job.applicantfilled@ - '''Number of hired applicants'''.
+
|-
−
* @job.branch@ - '''Internal branch name associated with this job'''.
+
||@job.stage@
−
* @job.branch.address@ - '''Internal branch address 1'''.
+
||'''Status of the job'''
−
* @job.branch.address2@ - '''Internal branch address 2'''.
+
|-
−
* @job.branch.city@ - '''Internal branch city'''.
+
||@job.closedate@
−
* @job.branch.state@ - '''Internal branch state/province'''.
+
||'''Hiring close date of the job'''
−
* @job.branch.phone@ - '''Internal branch phone number'''.
+
|-
−
* @job.branch.country@ - '''Internal branch country'''.
+
||@job.manager@
−
* @job.branch.postalcode@ - '''Internal branch zip/postal code'''.
+
||'''Hiring Manger – set on the job page'''
−
* @job.branch.website@ - '''Internal branch web site address'''.
+
|-
−
* @job.client@ - '''Client name'''.
+
||@job.description@
−
* @job.client.address@ - '''Client address one'''.
+
||'''Job description'''
−
* @job.client.address2@ - '''Client address two'''.
+
|-
−
* @job.client.city@ - '''Client city'''.
+
||@job.type@
−
* @job.client.state@ - '''Client state/province'''.
+
||'''Template name for this job'''
−
* @job.client.phone@ - '''Client phone number'''.
+
|-
−
* @job.client.country@ - '''Client country'''.
+
||@job.startdate@
−
* @job.client.postalcode@ - '''Client zip/postal code'''.
+
||'''Job start date'''
−
* @job.client.website@ - '''Client web site'''.
+
|-
−
* @job.custom@ - '''Custom field associated with the job template. For example @job.additionalinfo@'''
+
||@job.enddate@
 +
||'''Job end date – contract only'''
 +
|-
 +
||@job.requirements@
 +
||'''Job requirements'''
 +
|-
 +
||@job.openpositions@
 +
||'''Number of open positions'''
 +
|-
 +
||@job.applicantfilled@
 +
||'''Number of hired applicants'''
 +
|-
 +
||@job.branch@
 +
||'''Internal branch name associated with this job'''
 +
|-
 +
||@job.branch.address@
 +
||'''Internal branch address 1'''
 +
|-
 +
||@job.branch.address2@
 +
||'''Internal branch address 2'''
 +
|-
 +
||@job.branch.city@
 +
||'''Internal branch city'''
 +
|-
 +
||@job.branch.state@
 +
||'''Internal branch state/province'''
 +
|-
 +
||@job.branch.phone@
 +
||'''Internal branch phone number'''
 +
|-
 +
||@job.branch.country@
 +
||'''Internal branch country'''
 +
|-
 +
||@job.branch.postalcode@
 +
||'''Internal branch zip/postal code'''
 +
|-
 +
||@job.branch.website@
 +
||'''Internal branch web site address'''
 +
|-
 +
||@job.client@
 +
||'''Client name'''
 +
|-
 +
||@job.client.address@
 +
||'''Client address one'''
 +
|-
 +
||@job.client.address2@
 +
||'''Client address two'''
 +
|-
 +
||@job.client.city@
 +
||'''Client city'''
 +
|-
 +
||@job.client.state@
 +
||'''Client state/province'''
 +
|-
 +
||@job.client.phone@
 +
||'''Client phone number'''
 +
|-
 +
||@job.client.country@
 +
||'''Client country'''
 +
|-
 +
||@job.client.postalcode@
 +
||'''Client zip/postal code'''
 +
|-
 +
||@job.client.website@
 +
||'''Client web site'''
 +
|-
 +
||@job.custom@
 +
||'''Custom field associated with the job template. For example @job.additionalinfo@'''
 +
|}
  
 
==Applicant Fields==
 
==Applicant Fields==
−
 
+
{| class="wikitable"
−
* @applicant.firstname@ - '''First name of the applicant'''.
+
|+style="text-align:left"|Applicant Fields Variable List
−
* @applicant.lastname@ - '''Last name of applicant'''.
+
|-
−
* @applicant.title@ - '''Title of applicant'''.
+
!|Field Name
−
* @applicant.email@ - '''Email address of applicant'''.
+
!|Variable
−
* @applicant.phone@ - '''Phone number of applicant'''.
+
|-
−
* @applicant.address@ - '''Address of applicant'''.
+
||@applicant.firstname@
−
* @applicant.city@ - '''City of applicant'''.
+
||'''First name of the applicant'''
−
* @applicant.state@ - '''State/Province of applicant'''.
+
|-
−
* @applicant.country@ - '''Country of applicant'''.
+
||@applicant.lastname@
−
* @applicant.postalcode@ - '''Zip/Postal applicant'''.
+
||'''Last name of applicant'''
 +
|-
 +
||@applicant.title@
 +
||'''Title of applicant'''
 +
|-
 +
||@applicant.email@
 +
||'''Email address of applicant'''
 +
|-
 +
||@applicant.phone@
 +
||'''Phone number of applicant'''
 +
|-
 +
||@applicant.address@
 +
||'''Address of applicant'''
 +
|-
 +
||@applicant.city@
 +
||'''City of applicant'''
 +
|-
 +
||@applicant.state@
 +
||'''State/Province of applicant'''
 +
|-
 +
||@applicant.country@
 +
||'''Country of applicant'''
 +
|-
 +
||@applicant.countrycode@
 +
||'''Country code (2 letter abbreviation) of applicant'''
 +
|-
 +
||@applicant.postalcode@
 +
||'''Zip/Postal applicant'''
 +
|}
  
 
==Hiring Manager Fields==
 
==Hiring Manager Fields==
 +
{| class="wikitable"
 +
|+style="text-align:left"|Level 1 Field Name and Variable List
 +
|-
 +
!|Field Name
 +
!|Variable
 +
|-
 +
||@hiring manager.firstname@
 +
||'''First name of the hiring manager'''
 +
|-
 +
||@hiring manager.lastname@
 +
||'''Last name of the hiring manager'''
 +
|-
 +
||@hiring manager.title@
 +
||'''Title of the hiring manager'''
 +
|-
 +
||@hiring manager.email@
 +
||'''Email address of the hiring manager'''
 +
|-
 +
||@hiring manager.phone@
 +
||'''Phone number of the hiring manager'''
 +
|-
 +
||@hiring manager.address@
 +
||'''Address of the hiring manager'''
  
−
* @hiring manager.firstname@ - '''First name of the hiring manager'''.
+
|-
−
* @hiring manager.lastname@ - '''Last name of the hiring manager'''.
+
||@hiring manager.city@
−
* @hiring manager.title@ - '''Title of the hiring manager'''.
+
||'''City of the hiring manager'''
−
* @hiring manager.email@ - '''Email address of the hiring manager'''.
+
|-
−
* @hiring manager.phone@ - '''Phone number of the hiring manager'''.
+
||@hiring manager.state@
−
* @hiring manager.address@ - '''Address of the hiring manager'''.
+
||'''State/Province of the hiring manager'''
−
* @hiring manager.city@ - '''City of the hiring manager'''.
+
|-
−
* @hiring manager.state@ - '''State/Province of the hiring manager'''.
+
||@hiring manager.country@
−
* @hiring manager.country@ - '''Country of the hiring manager'''.
+
||'''Country of the hiring manager'''
−
* @hiring manager.postalcode@ - '''Zip/Postal code of the hiring manager'''.
+
|-
 +
||@hiring manager.countrycode@
 +
||'''Country Code (2 letter abbreviation) of the hiring manager'''
 +
|-
 +
||@hiring manager.postalcode@
 +
||'''Zip/Postal code of the hiring manager'''
 +
|}
  
 
==Sender Fields==
 
==Sender Fields==
 +
{| class="wikitable"
 +
|+style="text-align:left"|Sender Fields Variable List
 +
|-
 +
!|Field Name
 +
!|Variable
 +
|-
 +
||@senderfirstname@
 +
||'''First name of the sender'''
 +
|-
 +
||@senderlastname@
 +
||'''Last name of the sender'''
 +
|-
 +
||@sendercompany@
 +
||'''Name of sender company'''
 +
|-
 +
||@senderemail@
 +
||'''Email address of sender'''
 +
|-
 +
||@senderphone@
 +
||'''Phone number of sender'''
 +
|-
 +
||@sendertitle@
 +
||'''Title of sender'''
 +
|-
 +
||@now@
 +
||'''Current date and time format selected by the user in their personal settings - long date format'''.
 +
|}
  
−
* @senderfirstname@ - '''First name of the sender'''.
+
In addition you can also refer to fields from the sender such as custom fields and company details by using '''@sender.xxxx@''' <br />
−
* @senderlastname@ - '''Last name of the sender'''.
+
These variables can be used within [[:Category:Email|Email]] and [[Workflow]] messages.
−
* @sendercompany@ - '''Name of sender company'''.
 
−
* @senderemail@ - '''Email address of sender'''.
 
−
* @senderphone@ - '''Phone number of sender'''.
 
−
* @sendertitle@ - '''Title of sender'''.
 
−
* @now@ - '''Current date and time format selected by the user in their personal settings - long date format'''.
 
−
 
 
  
−
In addition you can also refer to fields from the sender such as custom fields and company details by using '''@sender.xxxx@''' <br>
 
−
These variables can be used within [[:Category:Email|Email]] and [[Workflow]] messages.
 
  
−
* @sender.address@ - '''Address of the sender'''
 
−
* @sender.company.name@ - '''Name of the company the sender is associated with'''
 
−
* @sender.(custom field name)@ - '''Refers to a custom field from the sender's profile'''
 
  
−
== Workflow Specific Variables ==
+
{| class="wikitable"
 +
|-
 +
!|Field Name
 +
!|Variable
 +
|-
 +
||@sender.address@
 +
||'''Address of the sender'''
 +
|-
 +
||@sender.company.name@
 +
||'''Name of the company the sender is associated with'''
 +
|-
 +
||@sender.(custom field name)@
 +
||'''Refers to a custom field from the sender's profile'''
 +
|}
  
 +
==Workflow Specific Variables==
 
The following variables can only be used in messages associated with workflows:
 
The following variables can only be used in messages associated with workflows:
−
* @objectname@ - Name of the object in the workflow.  This could be a file name, user name, company name, or an application name.
 
−
* @originatorname@ - The name of the person that originated the workflow. For example, this value could be the person that added a file to a workflow-enabled SmartFolder, or the name of a person that created a new person record.
 
−
* @originatoremail@ - E-mail address of originator.
 
−
* @originatorphone@ - Phone number of originator.
 
−
 
−
== Other Variables ==
 
  
−
* @url@ - The URL to the company alias for SmartSimple. For example: XXX.smartsimple.com – where XXX is the alias created by that company using the Company Setting page. If you wish to display the URL as a link you should type either: '''http://''' or '''https://''' in front of the reference in the instant message or e-mail template. For example: <nowiki>https://@url@</nowiki>
+
{| class="wikitable"
 +
|+style="text-align:left"|Workflow Specific Variables List
 +
|-
 +
!|Field Name
 +
!|Variable
 +
|-
 +
||'''@objectname@'''
 +
||Name of the object in the workflow. This could be a file name, user name, company name, or an application name.
 +
|-
 +
||'''@originatorname@'''
 +
||The name of the person that originated the workflow. For example, this value could be the person that added a file to a workflow-enabled SmartFolder, or the name of a person that created a new person record.
 +
|-
 +
||'''@originatoremail@'''
 +
||E-mail address of originator.
 +
|-
 +
||'''@originatorphone@'''
 +
||Phone number of originator.
 +
|}
  
−
* @parentlist@ - The full SmartSimple path to the object.
+
{{Template:Signority Variables}}
  
−
* @apptype@ - Will return the [[Determining the applicationid|application ID]] within the context of a given [[UTA]].
+
==Other Variables==
 +
{| class="wikitable"
 +
|+style="text-align:left"|Level 1 Field Name and Variable List
 +
|-
 +
!|Field Name
 +
!|Variable
 +
|-
 +
||'''@url@'''
 +
||The URL to the company alias for SmartSimple. For example: XXX.smartsimple.com – where XXX is the alias created by that company using the Company Setting page. If you wish to display the URL as a link you should type either: '''http://''' or '''https://''' in front of the reference in the instant message or e-mail template. For example: <nowiki>https://@url@</nowiki>
 +
|-
 +
||'''@parentlist@'''
 +
||The full SmartSimple path to the object.
 +
|-
 +
||'''@apptype@'''
 +
||Will return the [[Determining the applicationid|application ID]] within the context of a given [[UTA]].
 +
|}
  
 
<!--===Spreadsheet Custom Field===
 
<!--===Spreadsheet Custom Field===
Line 461: Line 1,189:
 
===Select One - User Group Custom Field===
 
===Select One - User Group Custom Field===
 
The details of the members of a group stored within a [[Select One - User Group]] custom field can be referenced using the following syntax:
 
The details of the members of a group stored within a [[Select One - User Group]] custom field can be referenced using the following syntax:
−
:<font size="3">'''[#(?object=group::id=@''fieldname''@) ... #]'''</font>
 
  
 +
: <span style="font-size: medium;">'''[#(?object=group::id=@''fieldname''@) ... #]'''</span>
 
'''Where:'''
 
'''Where:'''
 +
 
* ''fieldname'' is the name of the '''Select One - User Group''' field.
 
* ''fieldname'' is the name of the '''Select One - User Group''' field.
 
* Replace "..." with the contact [[variables]] you wish to display. ''i.e. ~lastname~
 
* Replace "..." with the contact [[variables]] you wish to display. ''i.e. ~lastname~

Latest revision as of 12:52, 29 July 2024

System Variables

This refers to System Variables defined on the Global Settings page

  • @system.customfieldname@

System Library Variables

This refers to System Library Variables defined on the Global Settings page

  • @system.library.variable name@

Note: Library variables are available in all instances but can only be created and edited by SmartSimple.

System-Wide Variables

@currentdate@

  • Inserts the current date and time
  • This can be used in most areas where variables are called

Web Page View Variables

@now@

  • Inserts the current system date

Local Time Variable

@localhour(fullstartdate)@

  • Adding the word local before the variable displays the hour based on the system time zone and not default Eastern time. The same can be used for minutes and for am/pm.

Universal Tracking Application Variables

Level 1

Level 1 Field Name and Variable List
Field Name Variable
level 1 name field @name@
level 1 type field @type@
level 1 status field @status@
level 1 start date @startdate@
level 1 end date @enddate@
level 1 contact @contact@
level 1 custom field @customfieldname@
Accounts No variables
Activity List No variables
Application Name @name@
Application Template Type @type@
Application Template Type Caption @typecaption@
Application Template Type Language @type_lang@
Archived @archived@
Branch @branch@
Branch ID @branchid@
Close Date @closedate@
Contacts No variables
Currency Name @currencyname@
Currency Code @currencycode@
Exchange Currency  Name @excurrencyname@
Exchange Currency Code @excurrencycode@
Currency Exchange Rate @exrate@
Customer @client@
Description @description@
End Date @enddate@
End Time @hour(fullenddate)@:@minute(fullenddate)@
Folders No variables
Modified By @modifiedby@ (username); @modifiedbyid@ (userid)
Modified Date @modifieddate@
Owner (full name) @owner@
Owner (full name - Consumer/Provider reference) @ownername@
Owner (userid) @ownerid@
Person (full name) @person@
Person (userid) @person.userid@
Probability @probability@
Requirement @requirements@
Revenue @revenue@
Revenue @revenue.value@ (unformatted number without comma separators)
Start Date @startdate@
Start Time @hour(fullstartdate)@:@minute(fullstartdate)@
Status @status@
Status ID @statusid@
Status Caption @statuscaption@
Status Language @status_lang@
Status Name @statusname@
Workflow No variables

Level 2

Level 2 Field Names and Variables List
Field Name Variable
Activity Type @type@
Activity Type Caption @typecaption@
Activity Type ID @typeid@
Amount @eamount@
Assigned Links No variables
Assigned People @assigned@
Contact Links No variables
Contact People @contact@
Contact User ID @contact.userid@ -- Returns one only, even with multiple contacts assigned
Description @description@
Duration @span@
End Date @enddate@
End Hour (0-23) @endhour@
End Hour (1-12) @endh@
End Hour AM or PM @endampm@
End Minute @endminute@
End Time @endhour@:@endminute@
Event ID @eventid@
Follow-up Days No variables
Follow-up Sent No variables
Follow-up Type No variables
Location @location@
Object ID (Parent system ID) @objectid@
Object Type @objecttype@
Owner @owner@
Owner ID @ownerid@
Parent Name @parent.name@
Reminder Days No variables
Reminder Sent No variables
Reminder Type No variables
Root Company ID @rootcompanyid@
Start Date @startdate@
Start Hour (0-23) @starthour@
Start Hour (1-12) @starth@
Start Hour AM or PM @startampm@
Start Minute @startminute@
Start Time @starthour@:@startminute@
Status @status@
Status Caption @statuscaption@
Subject @subject@
Updated By @updatedby@ -- Displays system ID, not name
Updated By Name @updatedbyname@ -- Displays the name
Whole Day Event @isallday@

Level 3

Level 3 Field Names and Variables
Field Name Variable
Associated Parent @linkparent.fieldname@
General Level 3 uses the same variables as Level 2.

Calling a Level 1 Variable at Level 2

@parent.branch@ or @parent.client@ will be replaced by company name and other fields can be referenced like this:

  • @parent.branch.address@
  • @parent.branch.country@
  • @parent.branch.customfield@
  • @parent.firstname@
  • @parent.lastname@
  • @parent.description@
  • @parent.status@
  • @parent.person.fieldname@ - fieldname will be replaced by the variables listed below for the Person Standard Field at Level 1.

whatever fields available for company object.

Contacts/Users

Contacts/Users Field Names and Variables
Field Name Variable
First name @firstname@
Middle name @middlename@
Last name @lastname@
Full name @fullname@
Phone @phone@
Phone extension @uphoneext@
Company name @company@
Address @address@
Address 2 @address2@
City @city@
Province @province@ - If using abbreviated store values use @province.name@ to get the full name
State @state@
Country @country@
Country Code (2 letter abbreviation) @countrycode@
Postal code @postalcode@
Primary Address @primaryaddress@ - used with Multiple Address Types. See Address Book Template
Address Book @addressbook@ - used with Multiple Address Types. See Address Book Template
US Region name from an actual address record @address.region.uscounty.name@
US Region ID from an actual address record @address.region.uscounty.id@
Owner @owner@
Last updated @modifieddate@
Last logged in @lastlogin@
Cost @cost@
Cost unit @costunit@
Type @type@ (returns 'User', 'Local User Administrator' or 'Global User Administrator')
Access Type @accesstype@ (returns 'Administration or Portal Interface', 'User Centric or Applicant Interface', 'Web Service User' or 'No Access')
Access Type ID @accesstypeid@ 0=No Access;1=Administration or Portal Interface;3=User Centric or Applicant Interface;5=Web Service User;
Resource name @resourcename@
Is contact a resource? @isresource@
Prefix @prefix@
Suffix @suffix@
Unique Identifier @uuid@ This is a system-generated code that is unique to each contact. For example: 6BCC 98SF EFC6 FFFB 270C 606
Language @langname@ The Language name in the Personal Settings of the contact (i.e.: @me.langname@ or @owner.langname@)
Language ID Code @langid@ The Language selected in the Personal Settings of the contact (i.e.: @me.langid@ or @owner.langid@). See here for more information
User's Time Zone setting @sstimezone@ (can be used to calculate user's relative date/time)

When calling on Level 1 and Level 2 information from a Level 2 Workflow

Calling L1 and L2 fields from a L2 Workflow
Field Name Variable
level 1 name field @parent.name@
level 1 status @parent.status@
level 1 start date @parent.startdate@
level 1 end date @parent.enddate@
level 1 contact @parent.contact@
level 1 custom fields @parent.customfieldname@
level 2 type field @type@
level 2 status field @status@
level 2 start date @startdate@
level 2 end date @enddate@
level 2 contact @contact@
level 2 custom field @customfieldname@

Parent can be Company, Level 1, Opportunity or Leads

Level 1 Name and Variable List
Name Variable
Primary Contact @primarycontact@
Company Name @name@
Address @address@
Address 2 @address2@
City @city@
Province @province@ - If using abbreviated store values use @province.name@ to get the full name
Postal code @postalcode@
Country @country@
Country Code (2 letter abbreviation) @countrycode@
Latitude @lat@
Longitude @lng@
Phone number @phone@
Fax number @fax@
Owner @owner@
Website @website@
Custom fields @customfields@
NAIC Code 1 @naiccode1@
NAIC Code 2 @naiccode2@
Last updated @modifieddate@
Last updated by @updatedbyname@
Category custom fields @Field Name@

Opportunity, Level 1

Opportunity & Level 1
Field Name Variable
Branch @branch@
Close Date @closedate@
Company field @company.field@
Contacts @contact.rolename.field@
Created Date @createddate@
Currency @currency@
Customer @client@
Description @description@
End Date @enddate@
End Time @hour(fullenddate)@:@minute(fullenddate)@
Folders No variables
Opportunity Source @leadsource@
List Job Questions (with combo boxes) @jobquestions@ Only for opportunities that use the recruiting template
List Job Questions (just questions) @jobquestionsr@
List Job Skills @jobskills@
Modified Date @modifieddate@
Number of filled positions @candidatefilled@
Number of open positions @openpositions@
Owner @owner@
Opportunity Name @name@
Opportunity Type @type@
Probability @probability@
Requirements @requirements@
Revenue @revenue@
Start Date @startdate@
Start Time @hour(fullstartdate)@:@minute(fullstartdate)@
Status @status@
Template type number @templatetype@

Leads

Leads Variable List
Field Name Variable
Status @status@
Company @name@
Address @address@
Address 2 @address2@
City @city@
Province @province@
Country @country@
Postal @postalcode@
Phone @phone@
Fax @fax@
Web Site @website@
First Name @firstname@
Last Name @lastname@
Prefix @prefix@
Suffix @suffix@
Title @title@
(Contact) Phone @contactphone@
Email @email@
Description @description@
Date Added @dat_added@

Email Broadcast

Email Broadcast Variable List
Field Name Variable
@rolename.customfield@
@randompassword@ Generates a new password when sending to user
@password@ Generates a new password when sending to user
@email@ Sends the username/E-mail
@userid@ Sends the user id
@sender.fieldname@ manner of referencing details of the user who is sending the email
Note:
  • examples: @sender.company.address@ will return the address of the sender's company.
  • Includes All standard contact fields
  • Includes All standard company fields

Contacts

Level 1 Field Name and Variable List
Field Name Variable
First name of contact or lead @firstname@
Last name of contact or lead @lastname@
Full name of contact or lead @fullname@
Title of contact or lead @title@
Email address of contact or lead @email@
Phone number of contact or lead @phone@
Address of contact or lead @address@
City of contact or lead @city@
State/Province of contact or lead @state@
Country of contact or lead @country@
Country Code of contact or lead @countrycode@
Zip/Postal code of contact or lead @postalcode@
Company name of contact or lead @companyname@
Contact address - not available for lead @caddress@
Contact city - not available for lead @ccity@
Contact state/province - not available for lead @cstate@
Contact country - not available for lead @ccountry@
Contact postal code - not available for lead @cpostalcode@
Contact fax - not available for lead @cfax@
Web site for lead - not available for contact @cwebsite@
First name of the sender @senderfirstname@
Last name of the sender @senderlastname@
Name of sender company @sendercompany@
E-mail of sender @senderemail@
Phone number of sender @senderphone@
Title of sender @sendertitle@
Current date and time format selected by the user in their personal settings ? long date format @now@
Description field content @objectdescription@

Roles

@rolelist@ provides a list of roleids corresponding to the roles the user belongs to. 

@me.rolelist@

@primaryroleid@ provides the id for the user's primary role. Do not use the prefix '@me.'. 

@primaryroleid@

Organization Categories

@catlist@ lists the roleid of each Organization Category the company (Account/Organization) belongs to. 

@me.parent.catlist@

@categories@ lists the category names of each Organization Category the company (Account/Organization) belongs to. 

@me.parent.categories@

Custom Fields attached to Roles

@rolename.customfieldname@

Variables available for Report criteria

  • @userid@
  • @companyid@
  • @objectid@

The following variable is used to report on data that is on records in a sub-company @company.childid(x)@ where x is index of children ordered by name (1,2,3,4,5,6....n)

Using Variables in the Report Template Header

  • @args[1]@, @args[2]@ - used within Report Template Header to obtain the criteria entered by users.
  • @runtime@ - used within Report Template Header to obtain date/time report was run.

Applicant Tracking Email Template Variables

The following variables are used to create email templates:

Job Fields

Job Fields Variable List
Field Name Variable
@job.name@ Job name
@job.client@ Associated name of the client
@job.stage@ Status of the job
@job.closedate@ Hiring close date of the job
@job.manager@ Hiring Manger – set on the job page
@job.description@ Job description
@job.type@ Template name for this job
@job.startdate@ Job start date
@job.enddate@ Job end date – contract only
@job.requirements@ Job requirements
@job.openpositions@ Number of open positions
@job.applicantfilled@ Number of hired applicants
@job.branch@ Internal branch name associated with this job
@job.branch.address@ Internal branch address 1
@job.branch.address2@ Internal branch address 2
@job.branch.city@ Internal branch city
@job.branch.state@ Internal branch state/province
@job.branch.phone@ Internal branch phone number
@job.branch.country@ Internal branch country
@job.branch.postalcode@ Internal branch zip/postal code
@job.branch.website@ Internal branch web site address
@job.client@ Client name
@job.client.address@ Client address one
@job.client.address2@ Client address two
@job.client.city@ Client city
@job.client.state@ Client state/province
@job.client.phone@ Client phone number
@job.client.country@ Client country
@job.client.postalcode@ Client zip/postal code
@job.client.website@ Client web site
@job.custom@ Custom field associated with the job template. For example @job.additionalinfo@

Applicant Fields

Applicant Fields Variable List
Field Name Variable
@applicant.firstname@ First name of the applicant
@applicant.lastname@ Last name of applicant
@applicant.title@ Title of applicant
@applicant.email@ Email address of applicant
@applicant.phone@ Phone number of applicant
@applicant.address@ Address of applicant
@applicant.city@ City of applicant
@applicant.state@ State/Province of applicant
@applicant.country@ Country of applicant
@applicant.countrycode@ Country code (2 letter abbreviation) of applicant
@applicant.postalcode@ Zip/Postal applicant

Hiring Manager Fields

Level 1 Field Name and Variable List
Field Name Variable
@hiring manager.firstname@ First name of the hiring manager
@hiring manager.lastname@ Last name of the hiring manager
@hiring manager.title@ Title of the hiring manager
@hiring manager.email@ Email address of the hiring manager
@hiring manager.phone@ Phone number of the hiring manager
@hiring manager.address@ Address of the hiring manager
@hiring manager.city@ City of the hiring manager
@hiring manager.state@ State/Province of the hiring manager
@hiring manager.country@ Country of the hiring manager
@hiring manager.countrycode@ Country Code (2 letter abbreviation) of the hiring manager
@hiring manager.postalcode@ Zip/Postal code of the hiring manager

Sender Fields

Sender Fields Variable List
Field Name Variable
@senderfirstname@ First name of the sender
@senderlastname@ Last name of the sender
@sendercompany@ Name of sender company
@senderemail@ Email address of sender
@senderphone@ Phone number of sender
@sendertitle@ Title of sender
@now@ Current date and time format selected by the user in their personal settings - long date format.

In addition you can also refer to fields from the sender such as custom fields and company details by using @sender.xxxx@
These variables can be used within Email and Workflow messages.


Field Name Variable
@sender.address@ Address of the sender
@sender.company.name@ Name of the company the sender is associated with
@sender.(custom field name)@ Refers to a custom field from the sender's profile

Workflow Specific Variables

The following variables can only be used in messages associated with workflows:

Workflow Specific Variables List
Field Name Variable
@objectname@ Name of the object in the workflow. This could be a file name, user name, company name, or an application name.
@originatorname@ The name of the person that originated the workflow. For example, this value could be the person that added a file to a workflow-enabled SmartFolder, or the name of a person that created a new person record.
@originatoremail@ E-mail address of originator.
@originatorphone@ Phone number of originator.

Signority Variables

SmartSimple's Online Document Signing functionality allows users to manage the entire signing process.

Users can also access details on how the e-signature submission is progressing using the variables below

@HistoryOf(CFNAME,1)@ - will show only the top section of the history i.e. section that displays the overall status of the e-signature submission

@HistoryOf(CFNAME,0)@ - will show only the bottom section of the history i.e. section that displays the progress of the individual signees

@HistoryOf(CFNAME)@ - will display both top and bottom section by default

Other Variables

Level 1 Field Name and Variable List
Field Name Variable
@url@ The URL to the company alias for SmartSimple. For example: XXX.smartsimple.com – where XXX is the alias created by that company using the Company Setting page. If you wish to display the URL as a link you should type either: http:// or https:// in front of the reference in the instant message or e-mail template. For example: https://@url@
@parentlist@ The full SmartSimple path to the object.
@apptype@ Will return the application ID within the context of a given UTA.

Select One - User Group Custom Field

The details of the members of a group stored within a Select One - User Group custom field can be referenced using the following syntax:

[#(?object=group::id=@fieldname@) ... #]

Where:

  • fieldname is the name of the Select One - User Group field.
  • Replace "..." with the contact variables you wish to display. i.e. ~lastname~

The role the user is assigned within the group can be accessed using ~role~ in the above syntax.

See Also

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