Pulling Variables in Notes Workflow

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The following variables can be used in Notes Workflows:

  • @notes@ - the body of the note


To reference fields found on the associated Level 1 or Level 2 record:

  • @parent.fieldname@ or @parent.#field id#@


For Notes at Level 2 you can reference fields on Level 1 using:

  • @parent.parent.fieldname@ or @parent.parent.#field id#@