Difference between revisions of "Pulling Variables in Notes Workflow"

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* [[Notes Overview]]
 
* [[Notes Overview]]
 
* [[Using variable syntax to select recipients for workflow tasks]]
 
* [[Using variable syntax to select recipients for workflow tasks]]
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* [[Displaying Notes as a Horizontal Frame on a Record]]
 
[[Category:Workflows]][[Category:Variables]][[Category:Notes]]
 
[[Category:Workflows]][[Category:Variables]][[Category:Notes]]

Revision as of 12:30, 11 November 2013

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 organization record:

  • @parent.fieldname@ or @parent.#fieldID#@


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

  • @parent.parent.fieldname@ or @parent.parent.#fieldID#@
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@ or @parent.parent.parent.#fieldid#@

See Also