Difference between revisions of "Pulling Variables in Notes Workflow"
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* [[Notes Overview]] | * [[Notes Overview]] | ||
* [[Using variable syntax to select recipients for workflow tasks]] | * [[Using variable syntax to select recipients for workflow tasks]] | ||
| + | * [[Displaying Notes as a Horizontal Frame on a Record]] | ||
[[Category:Workflows]][[Category:Variables]][[Category:Notes]] | [[Category:Workflows]][[Category:Variables]][[Category:Notes]] | ||
Revision as of 11:30, 11 November 2013
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 organization record:
- @parent.fieldname@ or @parent.#fieldID#@
For Notes at Level 2 you can reference fields on Level 1 using:
- @parent.parent.fieldname@ or @parent.parent.#fieldID#@
- 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@ or @parent.parent.parent.#fieldid#@
