Difference between revisions of "Variable List"

Revision as of 22:22, 26 June 2013

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@

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

Universal Tracking Application Variables

Level 1

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 - @currency@
Exchange Currency - @excurrency@
Currency Exchange Rate - @exrate@
Customer - @client@
Description - @description@
End Date - @enddate@
End Time - @hour(fullenddate)@:@minute(fullenddate)@
Folders - No variables
Modified Date - @modifieddate@
Owner (full name) - @owner@
Owner (userid) - @ownerid@
Person (full name) - @person@
Person (userid) - @person.userid@
Probability - @probability@
Requirement - @requirements@
Revenue - @revenue@
Start Date - @startdate@
Start Time - @hour(fullstartdate)@:@minute(fullstartdate)@
Status - @status@
Status Caption - @statuscaption@
Status Language - @status_lang@
Workflow - No variables

Level 2

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@
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@
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 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

First name - @firstname@
Middle name - @middlename@
Last name - @lastname@
Full name - @fullname@
Title - @title@
Email address - @email@
Phone - @phone@
Phone extension - @uphoneext@
Company name - @company@
Address - @address@
Address 2 - @address2@
City - @city@
Province - @province@
State - @state@
Country - @country@
Postal code - @postalcode@
Owner - @owner@
Last updated - @modifieddate@
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 (can be used to calculate user's relative date/time) - @sstimezone@

When calling on Level 1 and Level 2 information from a Level 2 Workflow

level 1 name field - @parent.name@
level 1 type field - @parent.type@
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

Company

Primary Contact - @primarycontact@
Company Name - @name@
Address - @address@
Address 2 - @address2@
City - @city@
Province - @province@
State - @state@
Postal code - @postalcode@
Country - @country@
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@
Associates - ?
Category custom fields - @Field Name@

Opportunity, Level 1

Branch - @branch@
Close Date - @closedate@
Company field - @company.field@
Contacts - @contact.rolename.field@
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

Status - @status@
Campaign - Don’t know
Company - @name@
Address - @address@
Address 2 - @address2@
City - @city@
Province - @province@
Country - @country@
Postal - @postalcode@
Phone - @phone@
Fax - @fax@
Web Site - @website@
NAIC 1 - Don’t know
NAIC 2 - Don’t know
First Name - @firstname@
Last Name - @lastname@
Prefix - @prefix@
Suffix - @suffix@
Title - @title@
(Contact) Phone - @contactphone@
Ext. - Don’t know
Email - @email@
Description - @description@
Owner/Owner.field - Don’t know
Date Added - @dat_added@

Email Broadcast

All standard contact fields
All standard company fields
@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

Contacts

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@
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 all the roleids the user belongs to.

@me.rolelist@

Company Categories

@catlist@ lists the roleid of each Company Category the company (Account/Organization) belongs to.

@me.parent.catlist@

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)

Applicant Tracking Email Template Variables

The following variables are used to create email templates:

Job Fields

@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.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.postalcode@ - Zip/Postal applicant.

Hiring Manager Fields

@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.postalcode@ - Zip/Postal code of the hiring manager.

Sender Fields

@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.

@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:

@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.

Other Variables

@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.

Spreadsheet Custom Field

The data stored within a cell or range of cells on a Special - Spreadsheet custom fields can be referenced using:

Syntax:

Single Cell:

@sps.fieldname.B2@

Range of Cells:

@sps.fieldname.A1:C1@

@sps.fieldname.A1:C3@

Where:

fieldname is the name of the Spreadsheet 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:

[#(?object=group;id=@fieldname@;) ... #]