Pulling Variables in Notes Workflow
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@