Difference between revisions of "Pulling Variables in Notes Workflow"
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m (Notes Variables moved to Pulling Variables in Notes Workflow) |
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| − | To reference fields found on the associated Level 1 | + | To reference fields found on the associated Level 1, Level 2, Level 3, Contact or Account record: |
* @parent.fieldname@ or @parent.#field id#@ | * @parent.fieldname@ or @parent.#field id#@ | ||
| Line 10: | Line 10: | ||
For Notes at Level 2 you can reference fields on Level 1 using: | For Notes at Level 2 you can reference fields on Level 1 using: | ||
* @parent.parent.fieldname@ or @parent.parent.#field id#@ | * @parent.parent.fieldname@ or @parent.parent.#field id#@ | ||
| + | ::''The same syntax can be used to call Level 2 fields for Notes at Level 3'' | ||
| + | To call Level 1 fields for notes on Level 3: | ||
| + | * @parent.parent.parent.fieldname@ | ||
[[Category:Workflows]][[Category:Variables]] | [[Category:Workflows]][[Category:Variables]] | ||
Revision as of 16:42, 15 July 2009
The following variables can be used in Notes Workflows:
- @notes@ - the body of the note
To reference fields found on the associated Level 1, Level 2, Level 3, Contact or Account record:
- @parent.fieldname@ or @parent.#field id#@
For Notes at Level 2 you can reference fields on Level 1 using:
- @parent.parent.fieldname@ or @parent.parent.#field id#@
- The same syntax can be used to call Level 2 fields for Notes at Level 3
To call Level 1 fields for notes on Level 3:
- @parent.parent.parent.fieldname@
