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| + | #REDIRECT [[Workflows_Overview#Using_variables_with_workflows]] |
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| − | |[[Image:How.png|50px|link=]]
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| − | |This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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| − | The following variables can be used in Notes Workflows:
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| − | * @notes@ - the body of the note
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| − | To reference fields found on the associated {{l1}}, {{l2}}, {{l3}}, [[contact]] or [[organization]] record:
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| − | * @parent.''fieldname''@ or @parent.#''fieldID''#@
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| − | For Notes at Level 2 you can reference fields on Level 1 using:
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| − | * @parent.parent.''fieldname''@ or @parent.parent.#''fieldID''#@
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| − | ::''The same syntax can be used to call Level 2 fields for Notes at Level 3''
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| − | To call Level 1 fields for notes on Level 3:
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| − | * @parent.parent.parent.''fieldname''@ or @parent.parent.parent.#''fieldid''#@
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| − | Using the "[[Using variable syntax to select recipients for workflow tasks|Variable processed recipients]]" feature of Workflow Tasks, you can direct a Notes Workflow to the contacts on the record to which the note is attached, using the ''@parent.owner.userid@'' or ''@parent.[#(?object=contact)~userid~,#]@'' syntaxes.
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| − | ==See Also==
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| − | * [[Notes Overview]]
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| − | * [[Using variable syntax to select recipients for workflow tasks]]
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| − | * [[Displaying Notes as a Horizontal Frame on a Record]]
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| − | |[[Image:Why.jpeg|50px|link=]]
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| − | |Click [http://wiki.smartsimple.com/wiki/Notes_-_Why%3F here] to learn why this feature is a benefit to your organization.
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| − | |}
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| − | [[Category:Workflows]][[Category:Variables]][[Category:Notes]][[Category:How]]
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