Difference between revisions of "Root Company Variable"
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[[Root Company]] Variables can be referenced throughout your copy of SmartSimple using the syntax @rootcompany.''fieldname''@ or @rootcompany.#''fieldid''#@. The syntax is the same throughout the instance, irrespective of the object upon which the variable resides. In other words, the variable @rootcompany.''fieldname''@ will return the same value on a contact record, company record or {{UTA}} record of any level. | [[Root Company]] Variables can be referenced throughout your copy of SmartSimple using the syntax @rootcompany.''fieldname''@ or @rootcompany.#''fieldid''#@. The syntax is the same throughout the instance, irrespective of the object upon which the variable resides. In other words, the variable @rootcompany.''fieldname''@ will return the same value on a contact record, company record or {{UTA}} record of any level. | ||
| − | Root Company Variables have similar utility to [[System Variables]], in that they can store information that is relevant throughout your copy of SmartSimple in a centralized location. The advantage of Root Company Variables over System Variables is that System Variables can only | + | * Root Company Variables have a similar utility to [[System Variables]], in that they can store information that is relevant throughout your copy of SmartSimple in a centralized location. |
| + | * The advantage of Root Company Variables over System Variables is that System Variables can only return text strings, whereas Root Company Variables can store values of any [[The Musings of Chin - Best Practice: Correct Data Formats|data format]] (text, number, date, etc.) supported by SmartSimple's [[custom fields]]. | ||
| + | * The advantage of System Variables is that, using the System2 syntax, you can pre-process the variable name to access different system variables based on the context (see [[System Variables#System 2|System Variables]] page for further information). | ||
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| + | ==Creating Root Company Variables== | ||
| + | To create a Root Company Variable: | ||
| + | # Go to [[Global Settings]] | ||
| + | # Click on the | ||
| + | # Create a custom field. | ||
| + | |||
| + | [[Image:BranchCustomFields.png|link=]] | ||
==See Also== | ==See Also== | ||
* [[System Variables]] | * [[System Variables]] | ||
[[Category:Variables]] | [[Category:Variables]] | ||
Revision as of 14:41, 6 November 2013
Root Company Variables can be referenced throughout your copy of SmartSimple using the syntax @rootcompany.fieldname@ or @rootcompany.#fieldid#@. The syntax is the same throughout the instance, irrespective of the object upon which the variable resides. In other words, the variable @rootcompany.fieldname@ will return the same value on a contact record, company record or record of any level.
- Root Company Variables have a similar utility to System Variables, in that they can store information that is relevant throughout your copy of SmartSimple in a centralized location.
- The advantage of Root Company Variables over System Variables is that System Variables can only return text strings, whereas Root Company Variables can store values of any data format (text, number, date, etc.) supported by SmartSimple's custom fields.
- The advantage of System Variables is that, using the System2 syntax, you can pre-process the variable name to access different system variables based on the context (see System Variables page for further information).
Creating Root Company Variables
To create a Root Company Variable:
- Go to Global Settings
- Click on the
- Create a custom field.
