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Pulling Variables in Notes Workflow

1,429 bytes removed, 17:51, 20 July 2017
{| class="wikitable"|-|[[Image:How.png|50px|link=]]|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 {{l1}}, {{l2}}, {{l3}}, [[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 "REDIRECT [[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.[Workflows_Overview#(?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]] {| class="wikitable"|-|[[Image:Why.jpeg|50px|link=]]|Click [http://wiki.smartsimple.com/wiki/Notes_-_Why%3F here] to learn why this feature is a benefit to your organization.|} [[Category:Workflows]][[Category:Variables]][[Category:Notes]][[Category:HowUsing_variables_with_workflows]]
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