Difference between revisions of "Variable List"
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|'''Country of contact or lead''' | |'''Country of contact or lead''' | ||
|@country@ | |@country@ | ||
| + | |- | ||
| + | |'''Country Code of contact or lead''' | ||
| + | |@countrycode@ | ||
|- | |- | ||
|'''Zip/Postal code of contact or lead''' | |'''Zip/Postal code of contact or lead''' | ||
Revision as of 11:56, 19 December 2016
Contents
- 1 System Variables
- 2 System Library Variables
- 3 System-Wide Variables
- 4 Web Page View Variables
- 5 Universal Tracking Application Variables
- 6 Contacts/Users
- 7 When calling on Level 1 and Level 2 information from a Level 2 Workflow
- 8 Parent can be Company, Level 1, Opportunity or Leads
- 9 Opportunity, Level 1
- 10 Leads
- 11 Email Broadcast
- 12 Contacts
- 13 Roles
- 14 Company Categories
- 15 Custom Fields attached to Roles
- 16 Variables available for Report criteria
- 17 Using Variables in the Report Template Header
- 18 Applicant Tracking Email Template Variables
- 19 Applicant Fields
- 20 Hiring Manager Fields
- 21 Sender Fields
- 22 Workflow Specific Variables
- 23 Signority Variables
- 24 Other Variables
- 25 See Also
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
Universal Tracking Application Variables
Level 1
| 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 | @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 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 Caption | @statuscaption@ |
| Status Language | @status_lang@ |
| Workflow | No variables |
Level 2
| 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@ |
| 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
| 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
| 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@ |
| 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 |
| 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
| 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
Company
| Name | Variable |
|---|---|
| Primary Contact | @primarycontact@ |
| Company Name | @name@ |
| Address | @address@ |
| Address 2 | @address2@ |
| City | @city@ |
| Province | @province@ |
| Postal code | @postalcode@ |
| Country | @country@ |
| Country Code (2 letter abbreviation) | @countrycode@ |
| 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
| Field Name | Variable |
|---|---|
| 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
| 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@ | |
| Description | @description@ |
| Date Added | @dat_added@ |
Email Broadcast
| 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
| 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@
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)
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
| 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
| 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
| 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
| 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:
| 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
| 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.
