Difference between revisions of "Pulling Variables in Notes Workflow"

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* @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''
 
::''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:
 
To call Level 1 fields for notes on Level 3:

Revision as of 16:46, 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@