Difference between revisions of "Pulling Variables in Notes Workflow"

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#REDIRECT [[Workflows_Overview#Using_variables_with_workflows]]
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|[[Image:How.png|50px|link=]]
 
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
 
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The following variables can be used in Notes Workflows:
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{{DeprecatedPage}}
* @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 "[[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.
 
 
 
==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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|[[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.
 
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[[Category:Workflows]][[Category:Variables]][[Category:Notes]][[Category:How]]
 

Latest revision as of 08:43, 21 July 2017


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