Pulling Variables in Notes Workflow

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The following variables can be used in Notes Workflows:


  • @notes@ - the body of the note


To reference Level 1 and Level 2 fields in the Notes workflow the following syntax should be used

Standard fields: @parent.fieldname@

@parent.type@

Custom fields: @parent.#field id#@

@parent.#0101010#@

For Notes at Level 2 you can reference fields on Level 1 using:

@parent.parent.fieldname@