Difference between revisions of "Pulling Variables in Notes Workflow"
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To call Level 1 fields for notes on Level 3: | To call Level 1 fields for notes on Level 3: | ||
* @parent.parent.parent.''fieldname''@ or @parent.parent.parent.#''fieldid''#@ | * @parent.parent.parent.''fieldname''@ or @parent.parent.parent.#''fieldid''#@ | ||
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Using the "[[Using variable syntax to select recipients for workflow tasks|Variable processed recipients]] feature of Workflow Tasks, you can direct a Notes Workflow to the contacts on the record to which the note is attached, using the ''@parent.owner.userid@'' or ''@parent.[#(?object=contact)~userid~,#]@'' syntaxes. | Using the "[[Using variable syntax to select recipients for workflow tasks|Variable processed recipients]] feature of Workflow Tasks, you can direct a Notes Workflow to the contacts on the record to which the note is attached, using the ''@parent.owner.userid@'' or ''@parent.[#(?object=contact)~userid~,#]@'' syntaxes. | ||
Revision as of 09:30, 15 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#@
Using the "Variable processed recipients feature of Workflow Tasks, you can direct a Notes Workflow to the contacts on the record to which the note is attached, using the @parent.owner.userid@ or @parent.[#(?object=contact)~userid~,#]@ syntaxes.
