Difference between revisions of "Pulling Variables in Notes Workflow"
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To reference fields found on the associated Level 1, Level 2, Level 3, Contact or Account record: | To reference fields found on the associated Level 1, Level 2, Level 3, Contact or Account record: | ||
| − | * @parent.fieldname@ or @parent.# | + | * @parent.''fieldname''@ or @parent.#''fieldID''#@ |
For Notes at Level 2 you can reference fields on Level 1 using: | For Notes at Level 2 you can reference fields on Level 1 using: | ||
| − | * @parent.parent.fieldname@ or @parent.parent.# | + | * @parent.parent.''fieldname''@ or @parent.parent.#''fieldID''#@ |
::''The same syntax can be used to call Level 2 fields for Notes at Level 3'' | ::''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: | To call Level 1 fields for notes on Level 3: | ||
| − | * @parent.parent.parent.fieldname@ | + | * @parent.parent.parent.''fieldname''@ or @parent.parent.parent.#''fieldid''#@ |
[[Category:Workflows]][[Category:Variables]] | [[Category:Workflows]][[Category:Variables]] | ||
Revision as of 17:47, 15 July 2009
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 Account 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#@
