Difference between revisions of "Pulling Variables in Notes Workflow"

Revision as of 12:53, 15 January 2015

This article will explain how you can implement this feature for use on your SmartSimple system.

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.

See Also

• Notes Overview
• Using variable syntax to select recipients for workflow tasks
• Displaying Notes as a Horizontal Frame on a Record

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