Difference between revisions of "Variable List"

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Line 1: Line 1:
 
==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.
 
'''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"
 
{| class="wikitable"
 
|+style="text-align:left"|Level 1 Field Name and Variable List
 
|+style="text-align:left"|Level 1 Field Name and Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|level 1 name field
+
!|Field Name
−
|@name@
+
!|Variable
 +
|-
 +
||level 1 name field
 +
||@name@
 +
|-
 +
||level 1 type field
 +
||@type@
 
|-
 
|-
−
|level 1 type field
+
||level 1 status field
−
|@type@
+
||@status@
 
|-
 
|-
−
|level 1 status field
+
||level 1 start date
−
|@status@
+
||@startdate@
 
|-
 
|-
−
|level 1 start date
+
||level 1 end date
−
|@startdate@
+
||@enddate@
 
|-
 
|-
−
|level 1 end date
+
||level 1 contact
−
|@enddate@
+
||@contact@
 
|-
 
|-
−
|level 1 contact
+
||level 1 custom field
−
|@contact@
+
||@customfieldname@
 
|-
 
|-
−
|level 1 custom field
+
||Accounts
−
|@customfieldname@
+
||No variables
 
|-
 
|-
−
|Accounts
+
||Activity List
−
|No variables
+
||No variables
 
|-
 
|-
−
|Activity List
+
||Application Name
−
|No variables
+
||@name@
 
|-
 
|-
−
|Application Name
+
||Application Template Type
−
|@name@
+
||@type@
 
|-
 
|-
−
|Application Template Type
+
||Application Template Type Caption
−
|@type@
+
||@typecaption@
 
|-
 
|-
−
|Application Template Type Caption
+
||Application Template Type Language
−
|@typecaption@
+
||@type_lang@
 
|-
 
|-
−
|Application Template Type Language
+
||Archived
−
|@type_lang@
+
||@archived@
 
|-
 
|-
−
|Archived
+
||Branch
−
|@archived@
+
||@branch@
 
|-
 
|-
−
|Branch
+
||Branch ID
−
|@branch@
+
||@branchid@
 
|-
 
|-
−
|Branch ID
+
||Close Date
−
|@branchid@
+
||@closedate@
 
|-
 
|-
−
|Close Date
+
||Contacts
−
|@closedate@
+
||No variables
 
|-
 
|-
−
|Contacts
+
||Currency Name
−
|No variables
+
||@currencyname@
 
|-
 
|-
−
|Currency
+
||Currency Code
−
|@currency@
+
||@currencycode@
 
|-
 
|-
−
|Exchange Currency
+
||Exchange Currency  Name
−
|@excurrency@
+
||@excurrencyname@
 
|-
 
|-
−
|Currency Exchange Rate
+
||Exchange Currency Code
−
|@exrate@
+
||@excurrencycode@
 
|-
 
|-
−
|Customer
+
||Currency Exchange Rate
−
|@client@
+
||@exrate@
 
|-
 
|-
−
|Description
+
||Customer
−
|@description@
+
||@client@
 
|-
 
|-
−
|End Date
+
||Description
−
|@enddate@
+
||@description@
 
|-
 
|-
−
|End Time
+
||End Date
−
|@hour(fullenddate)@:@minute(fullenddate)@
+
||@enddate@
 
|-
 
|-
−
|Folders
+
||End Time
−
|No variables
+
||@hour(fullenddate)@:@minute(fullenddate)@
 
|-
 
|-
−
|Modified By
+
||Folders
−
|@modifiedby@ (username); @modifiedbyid@ (userid)
+
||No variables
 
|-
 
|-
−
|Modified Date
+
||Modified By
−
|@modifieddate@
+
||@modifiedby@ (username); @modifiedbyid@ (userid)
 
|-
 
|-
−
|Owner (full name)
+
||Modified Date
−
|@owner@
+
||@modifieddate@
 
|-
 
|-
−
|Owner (full name - Consumer/Provider reference)
+
||Owner (full name)
−
|@ownername@
+
||@owner@
 
|-
 
|-
−
|Owner (userid)
+
||Owner (full name - Consumer/Provider reference)
−
|@ownerid@
+
||@ownername@
 
|-
 
|-
−
|Person (full name)
+
||Owner (userid)
−
|@person@
+
||@ownerid@
 
|-
 
|-
−
|Person (userid)
+
||Person (full name)
−
|@person.userid@
+
||@person@
 
|-
 
|-
−
|Probability
+
||Person (userid)
−
|@probability@
+
||@person.userid@
 
|-
 
|-
−
|Requirement
+
||Probability
−
|@requirements@
+
||@probability@
 
|-
 
|-
−
|Revenue
+
||Requirement
−
|@revenue@
+
||@requirements@
 
|-
 
|-
−
|Revenue
+
||Revenue
−
|@revenue.value@ (unformatted number without comma separators)
+
||@revenue@
 
|-
 
|-
−
|Start Date
+
||Revenue
−
|@startdate@
+
||@revenue.value@ (unformatted number without comma separators)
 
|-
 
|-
−
|Start Time
+
||Start Date
−
|@hour(fullstartdate)@:@minute(fullstartdate)@
+
||@startdate@
 
|-
 
|-
−
|Status
+
||Start Time
−
|@status@
+
||@hour(fullstartdate)@:@minute(fullstartdate)@
 
|-
 
|-
−
|Status Caption
+
||Status
−
|@statuscaption@
+
||@status@
 
|-
 
|-
−
|Status Language
+
||Status ID
−
|@status_lang@
+
||@statusid@
 
|-
 
|-
−
|Workflow
+
||Status Caption
−
|No variables
+
||@statuscaption@
 +
|-
 +
||Status Language
 +
||@status_lang@
 +
|-
 +
||Status Name
 +
||@statusname@
 +
|-
 +
||Workflow
 +
||No variables
 
|}
 
|}
  
 
===Level 2===
 
===Level 2===
−
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Level 2 Field Names and Variables List
 
|+style="text-align:left"|Level 2 Field Names and Variables List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''Activity Type'''
+
!|Field Name
−
|@type@
+
!|Variable
 
|-
 
|-
−
|'''Activity Type [[Caption]]'''
+
||'''Activity Type'''
−
|@typecaption@
+
||@type@
 
|-
 
|-
−
|'''Activity Type ID'''
+
||'''Activity Type [[Caption]]'''
−
|@typeid@
+
||@typecaption@
 
|-
 
|-
−
|'''Amount'''
+
||'''Activity Type ID'''
−
|@eamount@
+
||@typeid@
 
|-
 
|-
−
|'''Assigned Links'''
+
||'''Amount'''
−
|''No variables''
+
||@eamount@
 
|-
 
|-
−
|'''Assigned People'''
+
||'''Assigned Links'''
−
|@assigned@
+
||''No variables''
 
|-
 
|-
−
|'''Contact Links'''
+
||'''Assigned People'''
−
|''No variables''
+
||@assigned@
 
|-
 
|-
−
|'''Contact People'''
+
||'''Contact Links'''
−
|@contact@
+
||''No variables''
 
|-
 
|-
−
|'''Description'''
+
||'''Contact People'''
−
|@description@
+
||@contact@
 
|-
 
|-
−
|'''Duration'''
+
||'''Contact User ID'''
−
|@span@
+
||@contact.userid@ -- Returns one only, even with multiple contacts assigned
 
|-
 
|-
−
|'''End Date'''
+
||'''Description'''
−
|@enddate@
+
||@description@
 
|-
 
|-
−
|'''End Hour''' (0-23)
+
||'''Duration'''
−
|@endhour@
+
||@span@
 
|-
 
|-
−
|'''End Hour''' (1-12)
+
||'''End Date'''
−
|@endh@
+
||@enddate@
 
|-
 
|-
−
|'''End Hour AM or PM'''
+
||'''End Hour''' (0-23)
−
|@endampm@
+
||@endhour@
 
|-
 
|-
−
|'''End Minute'''
+
||'''End Hour''' (1-12)
−
|@endminute@
+
||@endh@
 
|-
 
|-
−
|'''End Time'''
+
||'''End Hour AM or PM'''
−
|@endhour@:@endminute@  
+
||@endampm@
 
|-
 
|-
−
|'''Event ID'''
+
||'''End Minute'''
−
|@eventid@
+
||@endminute@
 
|-
 
|-
−
|'''Follow-up Days'''
+
||'''End Time'''
−
|''No variables''
+
||@endhour@:@endminute@
 
|-
 
|-
−
|'''Follow-up Sent'''
+
||'''Event ID'''
−
|''No variables''
+
||@eventid@
 
|-
 
|-
−
|'''Follow-up Type'''
+
||'''Follow-up Days'''
−
|''No variables''
+
||''No variables''
 
|-
 
|-
−
|'''Location'''
+
||'''Follow-up Sent'''
−
|@location@
+
||''No variables''
 
|-
 
|-
−
|'''Object ID''' (Parent system ID)
+
||'''Follow-up Type'''
−
|@objectid@
+
||''No variables''
 
|-
 
|-
−
|'''Object Type'''
+
||'''Location'''
−
|@objecttype@
+
||@location@
 
|-
 
|-
−
|'''Owner'''
+
||'''Object ID''' (Parent system ID)
−
|@owner@
+
||@objectid@
 
|-
 
|-
−
|'''Parent Name'''
+
||'''Object Type'''
−
|@parent.name@
+
||@objecttype@
 
|-
 
|-
−
|'''Reminder Days'''
+
||'''Owner'''
−
|''No variables''
+
||@owner@
 
|-
 
|-
−
|'''Reminder Sent'''
+
||'''Owner ID'''
−
|''No variables''
+
||@ownerid@
 
|-
 
|-
−
|'''Reminder Type'''
+
||'''Parent Name'''
−
|''No variables''
+
||@parent.name@
 
|-
 
|-
−
|'''Root Company ID'''
+
||'''Reminder Days'''
−
|@rootcompanyid@
+
||''No variables''
 
|-
 
|-
−
|'''Start Date'''
+
||'''Reminder Sent'''
−
|@startdate@
+
||''No variables''
 
|-
 
|-
−
|'''Start Hour''' (0-23)
+
||'''Reminder Type'''
−
|@starthour@
+
||''No variables''
 
|-
 
|-
−
|'''Start Hour''' (1-12)
+
||'''Root Company ID'''
−
|@starth@
+
||@rootcompanyid@
 
|-
 
|-
−
|'''Start Hour AM or PM'''
+
||'''Start Date'''
−
|@startampm@
+
||@startdate@
 
|-
 
|-
−
|'''Start Minute'''
+
||'''Start Hour''' (0-23)
−
|@startminute@
+
||@starthour@
 
|-
 
|-
−
|'''Start Time'''
+
||'''Start Hour''' (1-12)
−
|@starthour@:@startminute@
+
||@starth@
 
|-
 
|-
−
|'''Status'''
+
||'''Start Hour AM or PM'''
−
|@status@
+
||@startampm@
 
|-
 
|-
−
|'''Status [[Caption]]'''
+
||'''Start Minute'''
−
|@statuscaption@
+
||@startminute@
 
|-
 
|-
−
|'''Subject'''
+
||'''Start Time'''
−
|@subject@
+
||@starthour@:@startminute@
 
|-
 
|-
−
|'''Updated By'''
+
||'''Status'''
−
|@updatedby@ -- Displays system ID, not name
+
||@status@
 
|-
 
|-
−
|'''Updated By Name'''
+
||'''Status [[Caption]]'''
−
|@updatedbyname@ -- Displays the name
+
||@statuscaption@
 
|-
 
|-
−
|'''Whole Day Event'''
+
||'''Subject'''
−
|@isallday@
+
||@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"
 
{| class="wikitable"
 
|+style="text-align:left"|Level 3 Field Names and Variables
 
|+style="text-align:left"|Level 3 Field Names and Variables
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''Associated Parent'''
+
!|Field Name
−
|@linkparent.''fieldname''@
+
!|Variable
 
|-
 
|-
−
|'''General'''
+
||'''Associated Parent'''
−
|Level 3 uses the same variables as Level 2.
+
||@linkparent.''fieldname''@
 +
|-
 +
||'''General'''
 +
||Level 3 uses the same variables as Level 2.
 
|}
 
|}
  
 
===Calling a Level 1 Variable at 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@''' or '''@parent.client@''' will be replaced by company name and other fields can be referenced like this:
+
 
−
+
* '''@parent.branch.address@'''
−
* '''@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 323: Line 344:
  
 
==Contacts/Users==
 
==Contacts/Users==
−
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Contacts/Users Field Names and Variables
 
|+style="text-align:left"|Contacts/Users Field Names and Variables
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''First name'''
+
!|Field Name
−
|@firstname@
+
!|Variable
 
|-
 
|-
−
|'''Middle name'''
+
||'''First name'''
−
|@middlename@
+
||@firstname@
 
|-
 
|-
−
|'''Last name'''
+
||'''Middle name'''
−
|@lastname@
+
||@middlename@
 
|-
 
|-
−
|'''Full name'''
+
||'''Last name'''
−
|@fullname@
+
||@lastname@
 
|-
 
|-
−
|'''Phone'''
+
||'''Full name'''
−
|@phone@
+
||@fullname@
 
|-
 
|-
−
|'''Phone extension'''
+
||'''Phone'''
−
|@uphoneext@
+
||@phone@
 
|-
 
|-
−
|'''Company name'''
+
||'''Phone extension'''
−
|@company@
+
||@uphoneext@
 
|-
 
|-
−
|'''Address'''
+
||'''Company name'''
−
|@address@
+
||@company@
 
|-
 
|-
−
|'''Address 2'''
+
||'''Address'''
−
|@address2@
+
||@address@
 
|-
 
|-
−
|'''City'''
+
||'''Address 2'''
−
|@city@
+
||@address2@
 
|-
 
|-
−
|'''Province'''
+
||'''City'''
−
|@province@
+
||@city@
 
|-
 
|-
−
|'''State'''
+
||'''Province'''
−
|@state@
+
||@province@ - If using abbreviated store values use @province.name@ to get the full name
 
|-
 
|-
−
|'''Country'''
+
||'''State'''
−
|@country@
+
||@state@
 
|-
 
|-
−
|'''Country Code''' (2 letter abbreviation)
+
||'''Country'''
−
|@countrycode@
+
||@country@
 
|-
 
|-
−
|'''Postal code'''
+
||'''Country Code''' (2 letter abbreviation)
−
|@postalcode@
+
||@countrycode@
 
|-
 
|-
−
|'''Primary Address'''
+
||'''Postal code'''
−
|@primaryaddress@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
+
||@postalcode@
 
|-
 
|-
−
|'''Address Book'''
+
||'''Primary Address'''
−
|@addressbook@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
+
||@primaryaddress@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
 
|-
 
|-
−
|'''Owner'''
+
||'''Address Book'''
−
|@owner@
+
||@addressbook@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
 
|-
 
|-
−
|'''Last updated'''
+
||'''US Region name from an actual address record'''
−
|@modifieddate@
+
||@address.region.uscounty.name@
 
|-
 
|-
−
|'''Last logged in'''
+
||'''US Region ID from an actual address record'''
−
|@lastlogin@
+
||@address.region.uscounty.id@
 
|-
 
|-
−
|'''Cost'''
+
||'''Owner'''
−
|@cost@
+
||@owner@
 
|-
 
|-
−
|'''Cost unit'''
+
||'''Last updated'''
−
|@costunit@
+
||@modifieddate@
 
|-
 
|-
−
|'''Type'''
+
||'''Last logged in'''
−
|@type@ (returns 'User', 'Local User Administrator' or 'Global User Administrator')
+
||@lastlogin@
 
|-
 
|-
−
|'''Access Type'''
+
||'''Cost'''
−
|@accesstype@ (returns 'Administration or Portal Interface', 'User Centric or Applicant Interface', 'Web Service User' or 'No Access')
+
||@cost@
 
|-
 
|-
−
|'''Access Type ID'''
+
||'''Cost unit'''
−
|@accesstypeid@ ''0=No Access;1=Administration or Portal Interface;3=User Centric or Applicant Interface;5=Web Service User;''
+
||@costunit@
 
|-
 
|-
−
|'''Resource name'''
+
||'''Type'''
−
|@resourcename@
+
||@type@ (returns 'User', 'Local User Administrator' or 'Global User Administrator')
 
|-
 
|-
−
|'''Is contact a resource?'''
+
||'''Access Type'''
−
|@isresource@
+
||@accesstype@ (returns 'Administration or Portal Interface', 'User Centric or Applicant Interface', 'Web Service User' or 'No Access')
 
|-
 
|-
−
|'''Prefix'''
+
||'''Access Type ID'''
−
|@prefix@
+
||@accesstypeid@ ''0=No Access;1=Administration or Portal Interface;3=User Centric or Applicant Interface;5=Web Service User;''
 
|-
 
|-
−
|'''Suffix'''
+
||'''Resource name'''
−
|@suffix@
+
||@resourcename@
 
|-
 
|-
−
|'''Unique Identifier'''
+
||'''Is contact a resource?'''
−
|@uuid@ This is a system-generated code that is unique to each contact. For example: ''6BCC 98SF EFC6 FFFB 270C 606''
+
||@isresource@
 
|-
 
|-
−
|'''Language'''
+
||'''Prefix'''
−
|@langname@ The Language name in the [[Personal Settings]] of the contact (i.e.: ''@me.langname@'' or ''@owner.langname@'')
+
||@prefix@
 
|-
 
|-
−
|'''Language ID Code'''
+
||'''Suffix'''
−
|@langid@ The Language selected in the [[Personal Settings]] of the contact (i.e.: ''@me.langid@'' or ''@owner.langid@''). See [[Language|here]] for more information
+
||@suffix@
 
|-
 
|-
−
|'''User's Time Zone setting'''
+
||'''Unique Identifier'''
−
|@sstimezone@ (can be used to calculate user's relative date/time)
+
||@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"
 
{| class="wikitable"
−
|+style="text-align:left"|Calling L1 and L2 fields from a L2 Workbflow
+
|+style="text-align:left"|Calling L1 and L2 fields from a L2 Workflow
−
!Field Name
+
|-
−
!Variable
+
!|Field Name
 +
!|Variable
 
|-
 
|-
−
|'''level 1 name field'''
+
||'''level 1 name field'''
−
|@parent.name@
+
||@parent.name@
 
|-
 
|-
−
|'''level 1 status'''
+
||'''level 1 status'''
−
|@parent.status@
+
||@parent.status@
 
|-
 
|-
−
|'''level 1 start date'''
+
||'''level 1 start date'''
−
|@parent.startdate@
+
||@parent.startdate@
 
|-
 
|-
−
|'''level 1 end date'''
+
||'''level 1 end date'''
−
|@parent.enddate@
+
||@parent.enddate@
 
|-
 
|-
−
|'''level 1 contact'''
+
||'''level 1 contact'''
−
|@parent.contact@
+
||@parent.contact@
 
|-
 
|-
−
|'''level 1 custom fields'''
+
||'''level 1 custom fields'''
−
|@parent.customfieldname@
+
||@parent.customfieldname@
 
|-
 
|-
−
|'''level 2 type field'''
+
||'''level 2 type field'''
−
|@type@
+
||@type@
 
|-
 
|-
−
|'''level 2 status field'''
+
||'''level 2 status field'''
−
|@status@
+
||@status@
 
|-
 
|-
−
|'''level 2 start date'''
+
||'''level 2 start date'''
−
|@startdate@
+
||@startdate@
 
|-
 
|-
−
|'''level 2 end date'''
+
||'''level 2 end date'''
−
|@enddate@
+
||@enddate@
 
|-
 
|-
−
|'''level 2 contact'''
+
||'''level 2 contact'''
−
|@contact@
+
||@contact@
 
|-
 
|-
−
|'''level 2 custom field'''
+
||'''level 2 custom field'''
−
|@customfieldname@
+
||@customfieldname@
 
|}
 
|}
  
 
==Parent can be Company, Level 1, Opportunity or Leads==
 
==Parent can be Company, Level 1, Opportunity or Leads==
−
 
−
<u>'''Company'''</u>
 
  
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Level 1 Name and Variable List
 
|+style="text-align:left"|Level 1 Name and Variable List
−
!Name
 
−
!Variable
 
 
|-
 
|-
−
|'''Primary Contact'''
+
!|Name
−
|@primarycontact@
+
!|Variable
 
|-
 
|-
−
|'''Company Name'''
+
||'''Primary Contact'''
−
|@name@
+
||@primarycontact@
 
|-
 
|-
−
|'''Address'''
+
||'''Company Name'''
−
|@address@
+
||@name@
 
|-
 
|-
−
|'''Address 2'''
+
||'''Address'''
−
|@address2@
+
||@address@
 
|-
 
|-
−
|'''City'''
+
||'''Address 2'''
−
|@city@
+
||@address2@
 
|-
 
|-
−
|'''Province'''
+
||'''City'''
−
|@province@
+
||@city@
−
|-|'''State'''|@state@|-
 
−
|'''Postal code'''
 
−
|@postalcode@
 
 
|-
 
|-
−
|'''Country'''
+
||'''Province'''
−
|@country@
+
||@province@ - If using abbreviated store values use @province.name@ to get the full name
 
|-
 
|-
−
|'''Country Code''' (2 letter abbreviation)
+
||'''Postal code'''
−
|@countrycode@
+
||@postalcode@
 
|-
 
|-
−
|'''Phone number'''
+
||'''Country'''
−
|@phone@  
+
||@country@
 
|-
 
|-
−
|'''Fax number'''
+
||'''Country Code''' (2 letter abbreviation)
−
|@fax@  
+
||@countrycode@
 
|-
 
|-
−
|'''Owner'''
+
||'''Latitude'''
−
|@owner@  
+
||@lat@
 
|-
 
|-
−
|'''Website'''
+
||'''Longitude'''
−
|@website@  
+
||@lng@
 
|-
 
|-
−
|'''Custom fields'''
+
||'''Phone number'''
−
|@customfields@
+
||@phone@
 
|-
 
|-
−
|'''NAIC Code 1'''
+
||'''Fax number'''
−
|@naiccode1@
+
||@fax@
 
|-
 
|-
−
|'''NAIC Code 2'''
+
||'''Owner'''
−
|@naiccode2@
+
||@owner@
 
|-
 
|-
−
|'''Last updated'''
+
||'''Website'''
−
|@modifieddate@
+
||@website@
 
|-
 
|-
−
|'''Last updated by'''
+
||'''Custom fields'''
−
|@updatedbyname@
+
||@customfields@
 
|-
 
|-
−
|'''Category custom fields'''
+
||'''NAIC Code 1'''
−
|@Field Name@
+
||@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"
 
{| class="wikitable"
 
|+style="text-align:left"|Opportunity & Level 1
 
|+style="text-align:left"|Opportunity & Level 1
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''Branch'''
+
!|Field Name
−
|@branch@
+
!|Variable
 +
|-
 +
||'''Branch'''
 +
||@branch@
 +
|-
 +
||'''Close Date'''
 +
||@closedate@
 +
|-
 +
||'''Company field'''
 +
||@company.field@
 
|-
 
|-
−
|'''Close Date'''
+
||'''Contacts'''
−
|@closedate@
+
||@contact.rolename.field@
 
|-
 
|-
−
|'''Company field'''
+
||'''Created Date'''
−
|@company.field@
+
||@createddate@
 
|-
 
|-
−
|'''Contacts'''
+
||'''Currency'''
−
|@contact.rolename.field@
+
||@currency@
 
|-
 
|-
−
|'''Currency'''
+
||'''Customer'''
−
|@currency@
+
||@client@
 
|-
 
|-
−
|'''Customer'''
+
||'''Description'''
−
|@client@
+
||@description@
 
|-
 
|-
−
|'''Description'''
+
||'''End Date'''
−
|@description@
+
||@enddate@
 
|-
 
|-
−
|'''End Date'''
+
||'''End Time'''
−
|@enddate@
+
||@hour(fullenddate)@:@minute(fullenddate)@
−
|-
 
−
|'''End Time'''
 
−
|@hour(fullenddate)@:@minute(fullenddate)@
 
 
|-
 
|-
−
|'''Folders'''
+
||'''Folders'''
−
|No variables
+
||No variables
 
|-
 
|-
−
|'''Opportunity Source'''
+
||'''Opportunity Source'''
−
|@leadsource@
+
||@leadsource@
 
|-
 
|-
−
|'''List Job Questions (with combo boxes)'''
+
||'''List Job Questions (with combo boxes)'''
−
|@jobquestions@ ''Only for opportunities that use the recruiting template''
+
||@jobquestions@ ''Only for opportunities that use the recruiting template''
 
|-
 
|-
−
|'''List Job Questions (just questions)'''
+
||'''List Job Questions (just questions)'''
−
|@jobquestionsr@
+
||@jobquestionsr@
 
|-
 
|-
−
|'''List Job Skills'''
+
||'''List Job Skills'''
−
|@jobskills@
+
||@jobskills@
 
|-
 
|-
−
|'''Modified Date'''
+
||'''Modified Date'''
−
|@modifieddate@
+
||@modifieddate@
 
|-
 
|-
−
|'''Number of filled positions'''
+
||'''Number of filled positions'''
−
|@candidatefilled@
+
||@candidatefilled@
 
|-
 
|-
−
|'''Number of open positions'''
+
||'''Number of open positions'''
−
|@openpositions@
+
||@openpositions@
 
|-
 
|-
−
|'''Owner'''
+
||'''Owner'''
−
|@owner@
+
||@owner@
 
|-
 
|-
−
|'''Opportunity Name'''
+
||'''Opportunity Name'''
−
|@name@
+
||@name@
 
|-
 
|-
−
|'''Opportunity Type'''
+
||'''Opportunity Type'''
−
|@type@
+
||@type@
 
|-
 
|-
−
|'''Probability'''
+
||'''Probability'''
−
|@probability@
+
||@probability@
 
|-
 
|-
−
|'''Requirements'''
+
||'''Requirements'''
−
|@requirements@
+
||@requirements@
 
|-
 
|-
−
|'''Revenue'''
+
||'''Revenue'''
−
|@revenue@
+
||@revenue@
 
|-
 
|-
−
|'''Start Date'''
+
||'''Start Date'''
−
|@startdate@
+
||@startdate@
 
|-
 
|-
−
|'''Start Time'''
+
||'''Start Time'''
−
|@hour(fullstartdate)@:@minute(fullstartdate)@
+
||@hour(fullstartdate)@:@minute(fullstartdate)@
 
|-
 
|-
−
|'''Status'''
+
||'''Status'''
−
|@status@
+
||@status@
 
|-
 
|-
−
|'''Template type number'''
+
||'''Template type number'''
−
|@templatetype@
+
||@templatetype@
 
|}
 
|}
  
Line 632: Line 667:
 
* '''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 -->
−
 
+
==Leads==
−
==Leads==        
 
−
 
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Leads Variable List
 
|+style="text-align:left"|Leads Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''Status'''
+
!|Field Name
−
|@status@
+
!|Variable
 
|-
 
|-
−
|'''Company'''
+
||'''Status'''
−
|@name@
+
||@status@
 
|-
 
|-
−
|'''Address'''
+
||'''Company'''
−
|@address@
+
||@name@
 
|-
 
|-
−
|'''Address 2'''
+
||'''Address'''
−
|@address2@
+
||@address@
 
|-
 
|-
−
|'''City'''
+
||'''Address 2'''
−
|@city@
+
||@address2@
 
|-
 
|-
−
|'''Province'''
+
||'''City'''
−
|@province@
+
||@city@
 
|-
 
|-
−
|'''Country'''
+
||'''Province'''
−
|@country@
+
||@province@
 
|-
 
|-
−
|'''Postal'''
+
||'''Country'''
−
|@postalcode@
+
||@country@
 
|-
 
|-
−
|'''Phone'''
+
||'''Postal'''
−
|@phone@
+
||@postalcode@
 
|-
 
|-
−
|'''Fax'''
+
||'''Phone'''
−
|@fax@
+
||@phone@
 
|-
 
|-
−
|'''Web Site'''
+
||'''Fax'''
−
|@website@
+
||@fax@
 
|-
 
|-
−
|'''First Name'''
+
||'''Web Site'''
−
|@firstname@
+
||@website@
 
|-
 
|-
−
|'''Last Name'''
+
||'''First Name'''
−
|@lastname@
+
||@firstname@
 
|-
 
|-
−
|'''Prefix'''
+
||'''Last Name'''
−
|@prefix@
+
||@lastname@
 
|-
 
|-
−
|'''Suffix'''
+
||'''Prefix'''
−
|@suffix@
+
||@prefix@
 
|-
 
|-
−
|'''Title'''
+
||'''Suffix'''
−
|@title@
+
||@suffix@
 
|-
 
|-
−
|'''(Contact) Phone'''
+
||'''Title'''
−
|@contactphone@
+
||@title@
 
|-
 
|-
−
|'''Email'''
+
||'''(Contact) Phone'''
−
|@email@
+
||@contactphone@
 
|-
 
|-
−
|'''Description'''
+
||'''Email'''
−
|@description@
+
||@email@
 
|-
 
|-
−
|'''Date Added'''
+
||'''Description'''
−
|@dat_added@
+
||@description@
 +
|-
 +
||'''Date Added'''
 +
||@dat_added@
 
|}
 
|}
  
Line 707: Line 741:
 
<!--* '''Ext.''' - Don’t know-->
 
<!--* '''Ext.''' - Don’t know-->
 
<!--* '''Owner/Owner.field''' - Don’t know-->
 
<!--* '''Owner/Owner.field''' - Don’t know-->
−
 
 
==Email Broadcast==
 
==Email Broadcast==
−
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Email Broadcast Variable List
 
|+style="text-align:left"|Email Broadcast Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''@rolename.customfield@'''
+
!|Field Name
−
|
+
!|Variable
 
|-
 
|-
−
|'''@randompassword@'''
+
||'''@rolename.customfield@'''
−
|Generates a new password when sending to user
+
||
 
|-
 
|-
−
|'''@password@'''
+
||'''@randompassword@'''
−
|Generates a new password when sending to user
+
||Generates a new password when sending to user
 
|-
 
|-
−
|'''@email@'''
+
||'''@password@'''
−
|Sends the username/E-mail
+
||Generates a new password when sending to user
 
|-
 
|-
−
|'''@userid@'''
+
||'''@email@'''
−
|Sends the user id
+
||Sends the username/E-mail
 
|-
 
|-
−
|'''@sender.''fieldname''@'''
+
||'''@userid@'''
−
|manner of referencing details of the user who is sending the email
+
||Sends the user id
 +
|-
 +
||'''@sender.''fieldname''@'''
 +
||manner of referencing details of the user who is sending the email
 
|}
 
|}
−
:'''Note:'''
+
: '''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 contact fields'''
Line 739: Line 772:
  
 
==Contacts==
 
==Contacts==
−
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Level 1 Field Name and Variable List
 
|+style="text-align:left"|Level 1 Field Name and Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''First name of contact or lead'''
+
!|Field Name
−
|@firstname@
+
!|Variable
 +
|-
 +
||'''First name of contact or lead'''
 +
||@firstname@
 +
|-
 +
||'''Last name of contact or lead'''
 +
||@lastname@
 
|-
 
|-
−
|'''Last name of contact or lead'''
+
||'''Full name of contact or lead'''
−
|@lastname@
+
||@fullname@
 
|-
 
|-
−
|'''Full name of contact or lead'''
+
||'''Title of contact or lead'''
−
|@fullname@
+
||@title@
 
|-
 
|-
−
|'''Title of contact or lead'''
+
||'''Email address of contact or lead'''
−
|@title@
+
||@email@
 
|-
 
|-
−
|'''Email address of contact or lead'''
+
||'''Phone number of contact or lead'''
−
|@email@
+
||@phone@
 
|-
 
|-
−
|'''Phone number of contact or lead'''
+
||'''Address of contact or lead'''
−
|@phone@
+
||@address@
 
|-
 
|-
−
|'''Address of contact or lead'''
+
||'''City of contact or lead'''
−
|@address@
+
||@city@
 
|-
 
|-
−
|'''City of contact or lead'''
+
||'''State/Province of contact or lead'''
−
|@city@
+
||@state@
 
|-
 
|-
−
|'''State/Province of contact or lead'''
+
||'''Country of contact or lead'''
−
|@state@
+
||@country@
 
|-
 
|-
−
|'''Country of contact or lead'''
+
||'''Country Code of contact or lead'''
−
|@country@
+
||@countrycode@
 
|-
 
|-
−
|'''Zip/Postal code of contact or lead'''
+
||'''Zip/Postal code of contact or lead'''
−
|@postalcode@
+
||@postalcode@
 
|-
 
|-
−
|'''Company name of contact or lead'''
+
||'''Company name of contact or lead'''
−
|@companyname@
+
||@companyname@
 
|-
 
|-
−
|'''Contact address - not available for lead'''
+
||'''Contact address - not available for lead'''
−
|@caddress@
+
||@caddress@
 
|-
 
|-
−
|'''Contact city - not available for lead'''
+
||'''Contact city - not available for lead'''
−
|@ccity@
+
||@ccity@
 
|-
 
|-
−
|'''Contact state/province - not available for lead'''
+
||'''Contact state/province - not available for lead'''
−
|@cstate@
+
||@cstate@
 
|-
 
|-
−
|'''Contact country - not available for lead'''
+
||'''Contact country - not available for lead'''
−
|@ccountry@
+
||@ccountry@
 
|-
 
|-
−
|'''Contact postal code - not available for lead'''
+
||'''Contact postal code - not available for lead'''
−
|@cpostalcode@
+
||@cpostalcode@
 
|-
 
|-
−
|'''Contact fax - not available for lead'''
+
||'''Contact fax - not available for lead'''
−
|@cfax@
+
||@cfax@
 
|-
 
|-
−
|'''Web site for lead - not available for contact'''
+
||'''Web site for lead - not available for contact'''
−
|@cwebsite@
+
||@cwebsite@
 
|-
 
|-
−
|'''First name of the sender'''
+
||'''First name of the sender'''
−
|@senderfirstname@
+
||@senderfirstname@
 
|-
 
|-
−
|'''Last name of the sender'''
+
||'''Last name of the sender'''
−
|@senderlastname@
+
||@senderlastname@
 
|-
 
|-
−
|'''Name of sender company'''
+
||'''Name of sender company'''
−
|@sendercompany@
+
||@sendercompany@
 
|-
 
|-
−
|'''E-mail of sender'''
+
||'''E-mail of sender'''
−
|@senderemail@
+
||@senderemail@
 
|-
 
|-
−
|'''Phone number of sender'''
+
||'''Phone number of sender'''
−
|@senderphone@
+
||@senderphone@
 
|-
 
|-
−
|'''Title of sender'''
+
||'''Title of sender'''
−
|@sendertitle@
+
||@sendertitle@
 
|-
 
|-
−
|'''Current date and time format selected by the user in their personal settings ? long date format'''
+
||'''Current date and time format selected by the user in their personal settings ? long date format'''
−
|@now@
+
||@now@
 
|-
 
|-
−
|'''Description field content'''
+
||'''Description field content'''
−
|@objectdescription@
+
||@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 853: 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:
  
Line 865: Line 902:
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Job Fields Variable List
 
|+style="text-align:left"|Job Fields Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|@job.name@
+
!|Field Name
−
|'''Job name'''
+
!|Variable
 
|-
 
|-
−
|@job.client@  
+
||@job.name@
−
|'''Associated name of the client'''
+
||'''Job name'''
 
|-
 
|-
−
|@job.stage@
+
||@job.client@
−
|'''Status of the job'''
+
||'''Associated name of the client'''
 
|-
 
|-
−
|@job.closedate@
+
||@job.stage@
−
|'''Hiring close date of the job'''
+
||'''Status of the job'''
 
|-
 
|-
−
|@job.manager@
+
||@job.closedate@
−
|'''Hiring Manger – set on the job page'''
+
||'''Hiring close date of the job'''
 
|-
 
|-
−
|@job.description@
+
||@job.manager@
−
|'''Job description'''
+
||'''Hiring Manger – set on the job page'''
 
|-
 
|-
−
|@job.type@
+
||@job.description@
−
|'''Template name for this job'''
+
||'''Job description'''
 
|-
 
|-
−
|@job.startdate@
+
||@job.type@
−
|'''Job start date'''
+
||'''Template name for this job'''
 
|-
 
|-
−
|@job.enddate@
+
||@job.startdate@
−
|'''Job end date – contract only'''
+
||'''Job start date'''
 
|-
 
|-
−
|@job.requirements@
+
||@job.enddate@
−
|'''Job requirements'''
+
||'''Job end date – contract only'''
 
|-
 
|-
−
|@job.openpositions@
+
||@job.requirements@
−
|'''Number of open positions'''
+
||'''Job requirements'''
 
|-
 
|-
−
|@job.applicantfilled@
+
||@job.openpositions@
−
|'''Number of hired applicants'''
+
||'''Number of open positions'''
 
|-
 
|-
−
|@job.branch@
+
||@job.applicantfilled@
−
|'''Internal branch name associated with this job'''
+
||'''Number of hired applicants'''
 
|-
 
|-
−
|@job.branch.address@
+
||@job.branch@
−
|'''Internal branch address 1'''
+
||'''Internal branch name associated with this job'''
 
|-
 
|-
−
|@job.branch.address2@
+
||@job.branch.address@
−
|'''Internal branch address 2'''
+
||'''Internal branch address 1'''
 
|-
 
|-
−
|@job.branch.city@
+
||@job.branch.address2@
−
|'''Internal branch city'''
+
||'''Internal branch address 2'''
 
|-
 
|-
−
|@job.branch.state@
+
||@job.branch.city@
−
|'''Internal branch state/province'''
+
||'''Internal branch city'''
 
|-
 
|-
−
|@job.branch.phone@
+
||@job.branch.state@
−
|'''Internal branch phone number'''
+
||'''Internal branch state/province'''
 
|-
 
|-
−
|@job.branch.country@
+
||@job.branch.phone@
−
|'''Internal branch country'''
+
||'''Internal branch phone number'''
 
|-
 
|-
−
|@job.branch.postalcode@
+
||@job.branch.country@
−
|'''Internal branch zip/postal code'''
+
||'''Internal branch country'''
 
|-
 
|-
−
|@job.branch.website@
+
||@job.branch.postalcode@
−
|'''Internal branch web site address'''
+
||'''Internal branch zip/postal code'''
 
|-
 
|-
−
|@job.client@
+
||@job.branch.website@
−
|'''Client name'''
+
||'''Internal branch web site address'''
 
|-
 
|-
−
|@job.client.address@
+
||@job.client@
−
|'''Client address one'''
+
||'''Client name'''
 
|-
 
|-
−
|@job.client.address2@
+
||@job.client.address@
−
|'''Client address two'''
+
||'''Client address one'''
 
|-
 
|-
−
|@job.client.city@  
+
||@job.client.address2@
−
|'''Client city'''
+
||'''Client address two'''
 
|-
 
|-
−
|@job.client.state@
+
||@job.client.city@
−
|'''Client state/province'''
+
||'''Client city'''
 
|-
 
|-
−
|@job.client.phone@
+
||@job.client.state@
−
|'''Client phone number'''
+
||'''Client state/province'''
 
|-
 
|-
−
|@job.client.country@
+
||@job.client.phone@
−
|'''Client country'''
+
||'''Client phone number'''
 
|-
 
|-
−
|@job.client.postalcode@
+
||@job.client.country@
−
|'''Client zip/postal code'''
+
||'''Client country'''
 
|-
 
|-
−
|@job.client.website@
+
||@job.client.postalcode@
−
|'''Client web site'''
+
||'''Client zip/postal code'''
 
|-
 
|-
−
|@job.custom@
+
||@job.client.website@
−
|'''Custom field associated with the job template. For example @job.additionalinfo@'''
+
||'''Client web site'''
 +
|-
 +
||@job.custom@
 +
||'''Custom field associated with the job template. For example @job.additionalinfo@'''
 
|}
 
|}
  
 
==Applicant Fields==
 
==Applicant Fields==
−
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Applicant Fields Variable List
 
|+style="text-align:left"|Applicant Fields Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|@applicant.firstname@
+
!|Field Name
−
|'''First name of the applicant'''
+
!|Variable
 
|-
 
|-
−
|@applicant.lastname@
+
||@applicant.firstname@
−
|'''Last name of applicant'''
+
||'''First name of the applicant'''
 
|-
 
|-
−
|@applicant.title@
+
||@applicant.lastname@
−
|'''Title of applicant'''
+
||'''Last name of applicant'''
 
|-
 
|-
−
|@applicant.email@
+
||@applicant.title@
−
|'''Email address of applicant'''
+
||'''Title of applicant'''
 
|-
 
|-
−
|@applicant.phone@
+
||@applicant.email@
−
|'''Phone number of applicant'''
+
||'''Email address of applicant'''
 
|-
 
|-
−
|@applicant.address@
+
||@applicant.phone@
−
|'''Address of applicant'''
+
||'''Phone number of applicant'''
 
|-
 
|-
−
|@applicant.city@
+
||@applicant.address@
−
|'''City of applicant'''
+
||'''Address of applicant'''
 
|-
 
|-
−
|@applicant.state@
+
||@applicant.city@
−
|'''State/Province of applicant'''
+
||'''City of applicant'''
 
|-
 
|-
−
|@applicant.country@
+
||@applicant.state@
−
|'''Country of applicant'''
+
||'''State/Province of applicant'''
 
|-
 
|-
−
|@applicant.postalcode@
+
||@applicant.country@
−
|'''Zip/Postal applicant'''
+
||'''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"
 
{| class="wikitable"
 
|+style="text-align:left"|Level 1 Field Name and Variable List
 
|+style="text-align:left"|Level 1 Field Name and Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|@hiring manager.firstname@
+
!|Field Name
−
|'''First name of the hiring manager'''
+
!|Variable
 
|-
 
|-
−
|@hiring manager.lastname@
+
||@hiring manager.firstname@
−
|'''Last name of the hiring manager'''
+
||'''First name of the hiring manager'''
 
|-
 
|-
−
|@hiring manager.title@
+
||@hiring manager.lastname@
−
|'''Title of the hiring manager'''
+
||'''Last name of the hiring manager'''
 
|-
 
|-
−
|@hiring manager.email@
+
||@hiring manager.title@
−
|'''Email address of the hiring manager'''
+
||'''Title of the hiring manager'''
 
|-
 
|-
−
|@hiring manager.phone@
+
||@hiring manager.email@
−
|'''Phone number of the hiring manager'''
+
||'''Email address of the hiring manager'''
 
|-
 
|-
−
|@hiring manager.address@
+
||@hiring manager.phone@
−
|'''Address of the hiring manager'''
+
||'''Phone number of the hiring manager'''
 +
|-
 +
||@hiring manager.address@
 +
||'''Address of the hiring manager'''
  
 
|-
 
|-
−
|@hiring manager.city@
+
||@hiring manager.city@
−
|'''City of the hiring manager'''
+
||'''City of the hiring manager'''
 
|-
 
|-
−
|@hiring manager.state@
+
||@hiring manager.state@
−
|'''State/Province of the hiring manager'''
+
||'''State/Province of the hiring manager'''
 
|-
 
|-
−
|@hiring manager.country@
+
||@hiring manager.country@
−
|'''Country of the hiring manager'''
+
||'''Country of the hiring manager'''
 
|-
 
|-
−
|@hiring manager.countrycode@
+
||@hiring manager.countrycode@
−
|'''Country Code (2 letter abbreviation) of the hiring manager'''
+
||'''Country Code (2 letter abbreviation) of the hiring manager'''
 
|-
 
|-
−
|@hiring manager.postalcode@
+
||@hiring manager.postalcode@
−
|'''Zip/Postal code of the hiring manager'''
+
||'''Zip/Postal code of the hiring manager'''
 
|}
 
|}
  
 
==Sender Fields==
 
==Sender Fields==
−
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Sender Fields Variable List
 
|+style="text-align:left"|Sender Fields Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|@senderfirstname@
+
!|Field Name
−
|'''First name of the sender'''
+
!|Variable
 +
|-
 +
||@senderfirstname@
 +
||'''First name of the sender'''
 
|-
 
|-
−
|@senderlastname@
+
||@senderlastname@
−
|'''Last name of the sender'''
+
||'''Last name of the sender'''
 
|-
 
|-
−
|@sendercompany@
+
||@sendercompany@
−
|'''Name of sender company'''
+
||'''Name of sender company'''
 
|-
 
|-
−
|@senderemail@
+
||@senderemail@
−
|'''Email address of sender'''
+
||'''Email address of sender'''
 
|-
 
|-
−
|@senderphone@
+
||@senderphone@
−
|'''Phone number of sender'''
+
||'''Phone number of sender'''
 
|-
 
|-
−
|@sendertitle@
+
||@sendertitle@
−
|'''Title of sender'''
+
||'''Title of sender'''
 
|-
 
|-
−
|@now@
+
||@now@
−
|'''Current date and time format selected by the user in their personal settings - long date format'''.
+
||'''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.
  
−
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.
 
  
  
 
{| class="wikitable"
 
{| class="wikitable"
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|@sender.address@
+
!|Field Name
−
|'''Address of the sender'''
+
!|Variable
 +
|-
 +
||@sender.address@
 +
||'''Address of the sender'''
 
|-
 
|-
−
|@sender.company.name@
+
||@sender.company.name@
−
|'''Name of the company the sender is associated with'''
+
||'''Name of the company the sender is associated with'''
 
|-
 
|-
−
|@sender.(custom field name)@
+
||@sender.(custom field name)@
−
|'''Refers to a custom field from the sender's profile'''
+
||'''Refers to a custom field from the sender's profile'''
 
|}
 
|}
  
−
== Workflow Specific Variables ==
+
==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:
  
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Workflow Specific Variables List
 
|+style="text-align:left"|Workflow Specific Variables List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''@objectname@'''
+
!|Field Name
−
|Name of the object in the workflow. This could be a file name, user name, company name, or an application 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@'''
+
||'''@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.
+
||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@'''
+
||'''@originatoremail@'''
−
|E-mail address of originator.
+
||E-mail address of originator.
 
|-
 
|-
−
|'''@originatorphone@'''
+
||'''@originatorphone@'''
−
|Phone number of originator.
+
||Phone number of originator.
 
|}
 
|}
−
 
  
 
{{Template:Signority Variables}}
 
{{Template:Signority Variables}}
  
−
== Other Variables ==
+
==Other Variables==
−
 
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|Level 1 Field Name and Variable List
 
|+style="text-align:left"|Level 1 Field Name and Variable List
−
!Field Name
 
−
!Variable
 
 
|-
 
|-
−
|'''@url@'''
+
!|Field Name
−
|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>
+
!|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@'''
+
||'''@parentlist@'''
−
|The full SmartSimple path to the object.
+
||The full SmartSimple path to the object.
 
|-
 
|-
−
|'''@apptype@'''
+
||'''@apptype@'''
−
|Will return the [[Determining the applicationid|application ID]] within the context of a given [[UTA]].
+
||Will return the [[Determining the applicationid|application ID]] within the context of a given [[UTA]].
 
|}
 
|}
  
Line 1,148: 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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