Difference between revisions of "Variable List"

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Revision as of 10:39, 7 January 2016

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@

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

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 @currency@
Exchange Currency @excurrency@
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 (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 Caption @statuscaption@
Status Language @status_lang@
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@
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@
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 Variables
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

  • First name - @firstname@
  • Middle name - @middlename@
  • Last name - @lastname@
  • Full name - @fullname@
  • Title - @title@
  • Email address - @email@
  • Phone - @phone@
  • Phone extension - @uphoneext@
  • Company name - @company@
  • Address - @address@
  • Address 2 - @address2@
  • City - @city@
  • Province - @province@
  • State - @state@
  • Country - @country@
  • 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
  • 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 (can be used to calculate user's relative date/time) - @sstimezone@

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

  • level 1 name field - @parent.name@
  • level 1 type field - @parent.type@
  • 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

Company

  • Primary Contact - @primarycontact@
  • Company Name - @name@
  • Address - @address@
  • Address 2 - @address2@
  • City - @city@
  • Province - @province@
  • State - @state@
  • Postal code - @postalcode@
  • Country - @country@
  • 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

  • Branch - @branch@
  • Close Date - @closedate@
  • Company field - @company.field@
  • Contacts - @contact.rolename.field@
  • 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

  • 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

  • All standard contact fields
  • All standard company fields
  • @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
  • examples: @sender.company.address@ will return the address of the sender's company.

Contacts

  • 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@
  • 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@

Company Categories

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

@me.parent.catlist@

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.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.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.postalcode@ - Zip/Postal applicant.

Hiring Manager Fields

  • @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.postalcode@ - Zip/Postal code of the hiring manager.

Sender Fields

  • @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.

  • @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:

  • @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: https://@url@
  • @parentlist@ - The full SmartSimple path to the object.

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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