Variable List

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 Name and Variable List

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 Names and Variables List

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 Names and Variables

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.

• @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

• Web Page View Field Variables