Changes

 *'''@system.'''''customfieldname'''''@'''

 *'''@system.library.'''''variable name'''''@''' '''Note''': Library variables are available in all instances but can only be created and edited by SmartSimple.

* Inserts the current date and time This can be used in most areas where variables are called

'''@now@''' * Inserts the current system date ==Local Time Variable=='''@nowlocalhour(fullstartdate)@'''

* Inserts Adding the word local before the variable displays the hour based on the current system date time zone and not default Eastern time. The same can be used for minutes and for am/pm.

|+style="text-align:left"|Level 1 Field Name and Variable List|-!|Field Name!|Variable

||level 1 name field||@name@

||level 1 type field||@type@

||level 1 status field||@status@

||level 1 start date||@startdate@

||level 1 end date||@enddate@

||level 1 contact||@contact@

||level 1 custom field||@customfieldname@

||Accounts||No variables

||Activity List||No variables

||Application Name||@name@

||Application Template Type||@type@

||Application Template Type Caption||@typecaption@

||Application Template Type Language||@type_lang@

||Archived||@archived@

||Branch||@branch@

||Branch ID||@branchid@

||Close Date||@closedate@

||Contacts||No variables

||CurrencyName||@currencycurrencyname@

|Exchange |CurrencyCode||@excurrencycurrencycode@

|Currency |Exchange RateCurrency  Name||@exrateexcurrencyname@

|Customer|Exchange Currency Code||@clientexcurrencycode@

|Description|Currency Exchange Rate||@descriptionexrate@

|End Date|Customer||@enddateclient@

|End Time|Description||@hour(fullenddate)@:@minute(fullenddate)description@

|Folders|End Date|No variables|@enddate@

|Modified By|End Time||@modifiedby@ hour(usernamefullenddate); @modifiedbyid:@ minute(useridfullenddate)@

|Modified Date|Folders|@modifieddate@|No variables

|Owner |Modified By||@modifiedby@ (full nameusername)|; @ownermodifiedbyid@(userid)

|Owner (userid)|Modified Date||@owneridmodifieddate@

|Person |Owner (full name)||@personowner@

|Person |Owner (useridfull name - Consumer/Provider reference)||@person.useridownername@

|Probability|Owner (userid)||@probabilityownerid@

|Requirement|Person (full name)||@requirementsperson@

|Revenue|Person (userid)||@revenueperson.userid@

|Revenue|Probability||@revenue.valueprobability@ (unformatted number without comma separators)

|Start Date|Requirement||@startdaterequirements@

|Start Time|Revenue||@hour(fullstartdate)@:@minute(fullstartdate)revenue@

|Status|Revenue||@statusrevenue.value@(unformatted number without comma separators)

|Status Caption|Start Date||@statuscaptionstartdate@

|Status Language|Start Time||@hour(fullstartdate)@:@status_langminute(fullstartdate)@

||Status||@status@|-||Status ID||@statusid@|-||Status Caption||@statuscaption@|-||Status Language||@status_lang@|-||Status Name||@statusname@|-||Workflow||No variables

|+style="text-align:left"|Level 2 Field Names and Variables List!Field Name!Variable

!|'''Activity Type'''Field Name!|@type@Variable

||'''Activity Type [[Caption]]'''||@typecaptiontype@

||'''Activity Type ID[[Caption]]'''||@typeidtypecaption@

||'''AmountActivity Type ID'''||@eamounttypeid@

||'''Assigned LinksAmount'''|''No variables''|@eamount@

||'''Assigned PeopleLinks'''|@assigned@|''No variables''

||'''Contact LinksAssigned People'''|''No variables''|@assigned@

||'''Contact PeopleLinks'''|@contact@|''No variables''

||'''DescriptionContact People'''||@descriptioncontact@

||'''DurationContact User ID'''||@spancontact.userid@-- Returns one only, even with multiple contacts assigned

||'''End DateDescription'''||@enddatedescription@

||'''End HourDuration''' (0-23)||@endhourspan@

||'''End HourDate''' (1-12)||@endhenddate@

||'''End Hour AM or PM'''(0-23)||@endampmendhour@

||'''End MinuteHour'''(1-12)||@endminuteendh@

||'''End TimeHour AM or PM'''||@endhour@:@endminuteendampm@

||'''Event IDEnd Minute'''||@eventidendminute@

||'''Follow-up DaysEnd Time'''|''No variables''|@endhour@:@endminute@

||'''Follow-up SentEvent ID'''|''No variables''|@eventid@

||'''Follow-up TypeDays'''||''No variables''

||'''LocationFollow-up Sent'''|@location@|''No variables''

||'''Object IDFollow-up Type''' (Parent system ID)|@objectid@|''No variables''

||'''Object TypeLocation'''||@objecttypelocation@

||'''OwnerObject ID'''(Parent system ID)||@ownerobjectid@

||'''Parent NameObject Type'''||@parent.nameobjecttype@

||'''Reminder DaysOwner'''|''No variables''|@owner@

||'''Reminder SentOwner ID'''|''No variables''|@eownerid@

||'''Reminder TypeParent Name'''|''No variables''|@parent.name@

||'''Root Company IDReminder Days'''|@rootcompanyid@|''No variables''

||'''Start DateReminder Sent'''|@startdate@|''No variables''

||'''Start HourReminder Type''' (0-23)|@starthour@|''No variables''

||'''Start HourRoot Company ID''' (1-12)||@starthrootcompanyid@

||'''Start Hour AM or PMDate'''||@startampmstartdate@

||'''Start MinuteHour'''(0-23)||@startminutestarthour@

||'''Start TimeHour'''(1-12)||@starthour@:@startminutestarth@

||'''StatusStart Hour AM or PM'''||@statusstartampm@

||'''Status [[Caption]]Start Minute'''||@statuscaptionstartminute@

||'''SubjectStart Time'''||@starthour@:@subjectstartminute@

||'''Updated ByStatus'''||@updatedbystatus@ -- Displays system ID, not name

||'''Updated By NameStatus [[Caption]]'''||@updatedbynamestatuscaption@ -- Displays the name

||'''Subject'''||@subject@|-||'''Updated By'''||@updatedby@ -- Displays system ID, not name|-||'''Updated By Name'''||@updatedbyname@ -- Displays the name|-||'''Whole Day Event'''||@isallday@

|+style="text-align:left"|Level 3 Field Names and Variables!Field Name!Variable

!|'''Associated Parent'''Field Name!|@linkparent.''fieldname''@Variable

||'''Associated Parent'''||@linkparent.''fieldname''@|-||'''General'''||Level 3 uses the same variables as Level 2.

'''@parent.branch@''' or '''@parent.client@''' will be replaced by company name and other fields can be referenced like this: * '''@parent.branch.address@'''

* '''@parent.branch.customfield@''' * '''@parent.firstname@''' * '''@parent.lastname@''' * '''@parent.description@''' * '''@parent.status@'''

|+style="text-align:left"|Contacts/Users Field Names and Variables|-!|Field Name!|Variable|-||'''First name'''||@firstname@|-||'''Middle name'''||@middlename@|-||'''Last name'''||@lastname@

||'''First Full name'''||@firstnamefullname@

||'''Middle namePhone'''||@middlenamephone@

||'''Last namePhone extension'''||@lastnameuphoneext@

||'''Full Company name'''||@fullnamecompany@

||'''PhoneAddress'''||@phoneaddress@

||'''Phone extensionAddress 2'''||@uphoneextaddress2@

||'''Company nameCity'''||@companycity@

||'''AddressProvince'''||@addressprovince@

||'''Address 2State'''||@address2state@

||'''CityCountry'''||@citycountry@

||'''ProvinceCountry Code'''(2 letter abbreviation)||@provincecountrycode@

||'''StatePostal code'''||@statepostalcode@

||'''CountryPrimary Address'''||@countryprimaryaddress@- used with [[Multiple Address Types]]. See [[Address Book Template]]

||'''Postal codeAddress Book'''||@postalcodeaddressbook@- used with [[Multiple Address Types]]. See [[Address Book Template]]

||'''Primary AddressUS Region name from an actual address record'''||@primaryaddressaddress.region.uscounty.name@ - used with [[Multiple Address Types]]. See [[Address Book Template]]

||'''Address BookUS Region ID from an actual address record'''||@addressbookaddress.region.uscounty.id@ - used with [[Multiple Address Types]]. See [[Address Book Template]]

||'''Owner'''||@owner@

||'''Last updated'''||@modifieddate@

||'''Last logged in'''||@lastlogin@

||'''Cost'''||@cost@

||'''Cost unit'''||@costunit@

||'''Type'''||@type@ (returns 'User', 'Local User Administrator' or 'Global User Administrator')

||'''Access Type'''||@accesstype@ (returns 'Administration or Portal Interface', 'User Centric or Applicant Interface', 'Web Service User' or 'No Access')

||'''Access Type ID'''||@accesstypeid@ ''0=No Access;1=Administration or Portal Interface;3=User Centric or Applicant Interface;5=Web Service User;''

||'''Resource name'''||@resourcename@

||'''Is contact a resource?'''||@isresource@

||'''Prefix'''||@prefix@

||'''Suffix'''||@suffix@

||'''Unique Identifier'''||@uuid@ This is a system-generated code that is unique to each contact. For example: ''6BCC 98SF EFC6 FFFB 270C 606''

||'''Language'''||@langname@ The Language name in the [[Personal Settings]] of the contact (i.e.: ''@me.langname@'' or ''@owner.langname@'')

||'''Language ID Code'''||@langid@ The Language selected in the [[Personal Settings]] of the contact (i.e.: ''@me.langid@'' or ''@owner.langid@''). See [[Language|here]] for more information

||'''User's Time Zone setting'''||@sstimezone@ (can be used to calculate user's relative date/time)

|+style="text-align:left"|Calling L1 and L2 fields from a L2 WorkbflowWorkflow|-!|Field Name!|Variable

||'''level 1 name field'''||@parent.name@

||'''level 1 status'''||@parent.status@

||'''level 1 start date'''||@parent.startdate@

||'''level 1 end date'''||@parent.enddate@

||'''level 1 contact'''||@parent.contact@

||'''level 1 custom fields'''||@parent.customfieldname@

||'''level 2 type field'''||@type@

||'''level 2 status field'''||@status@

||'''level 2 start date'''||@startdate@

||'''level 2 end date'''||@enddate@

||'''level 2 contact'''||@contact@

||'''level 2 custom field'''||@customfieldname@

<u>'''Company'''</uState|@state@|->

|+style="text-align:left"|Level 1 Name and Variable List|-!|Name!|Variable|-||'''Primary Contact'''||@primarycontact@

||'''Primary ContactCompany Name'''||@primarycontactname@

||'''Company NameAddress'''||@nameaddress@

||'''Address2'''||@addressaddress2@

||'''Address 2City'''||@address2city@

||'''CityProvince'''||@cityprovince@

|'''Province'''|@province@|-|'''State'''|@state@|-|'''Postal code'''||@postalcode@

||'''Country'''||@country@

||'''Phone numberCountry Code'''(2 letter abbreviation)||@phonecountrycode@

||'''Fax numberLatitude'''||@faxlat@

||'''OwnerLongitude'''||@ownerlng@

||'''WebsitePhone number'''||@websitephone@

||'''Custom fieldsFax number'''||@customfieldsfax@

||'''NAIC Code 1Owner'''||@naiccode1owner@

||'''NAIC Code 2Website'''||@naiccode2website@

||'''Last updatedCustom fields'''||@modifieddatecustomfields@

||'''Last updated byNAIC Code 1'''||@updatedbynamenaiccode1@

||'''NAIC Code 2'''||@naiccode2@|-||'''Last updated'''||@modifieddate@|-||'''Last updated by'''||@updatedbyname@|-||'''Category custom fields'''||@Field Name@

|+style="text-align:left"|Opportunity & Level 1|-!|Field Name!|Variable|-||'''Branch'''||@branch@

||'''BranchClose Date'''||@branchclosedate@

||'''Close DateCompany field'''||@closedatecompany.field@

||'''Company fieldContacts'''||@companycontact.rolename.field@

||'''ContactsCreated Date'''||@contact.rolename.fieldcreateddate@

||'''Currency'''||@currency@

||'''Customer'''||@client@

||'''Description'''||@description@

||'''End Date'''||@enddate@|- |'''End Time'''|@hour(fullenddate)@:@minute(fullenddate)@

||'''FoldersEnd Time'''|No variables|@hour(fullenddate)@:@minute(fullenddate)@

||'''Opportunity SourceFolders'''|@leadsource@|No variables

||'''List Job Questions (with combo boxes)Opportunity Source'''||@jobquestionsleadsource@ ''Only for opportunities that use the recruiting template''

||'''List Job Questions (just questionswith combo boxes)'''||@jobquestionsrjobquestions@''Only for opportunities that use the recruiting template''

||'''List Job SkillsQuestions (just questions)'''||@jobskillsjobquestionsr@

||'''Modified DateList Job Skills'''||@modifieddatejobskills@

||'''Number of filled positionsModified Date'''||@candidatefilledmodifieddate@

||'''Number of open filled positions'''||@openpositionscandidatefilled@

||'''OwnerNumber of open positions'''||@owneropenpositions@

||'''Opportunity NameOwner'''||@nameowner@

||'''Opportunity TypeName'''||@typename@

||'''ProbabilityOpportunity Type'''||@probabilitytype@

||'''RequirementsProbability'''||@requirementsprobability@

||'''RevenueRequirements'''||@revenuerequirements@

||'''Start DateRevenue'''||@startdaterevenue@

||'''Start TimeDate'''||@hour(fullstartdate)@:@minute(fullstartdate)startdate@

||'''StatusStart Time'''||@hour(fullstartdate)@:@statusminute(fullstartdate)@

||'''Status'''||@status@|-||'''Template type number'''||@templatetype@

 ==Leads==  

|+Level 1 Field Name and style="text-align:left"|Leads Variable List!Field Name!Variable

!|'''Status'''Field Name!|@status@Variable

||'''CompanyStatus'''||@namestatus@

||'''AddressCompany'''||@addressname@

||'''Address 2'''||@address2address@

||'''CityAddress 2'''||@cityaddress2@

||'''ProvinceCity'''||@provincecity@

||'''CountryProvince'''||@countryprovince@

||'''PostalCountry'''||@postalcodecountry@

||'''PhonePostal'''||@phonepostalcode@

||'''FaxPhone'''||@faxphone@

||'''Web SiteFax'''||@websitefax@

||'''First NameWeb Site'''||@firstnamewebsite@

||'''Last First Name'''||@lastnamefirstname@

||'''PrefixLast Name'''||@prefixlastname@

||'''SuffixPrefix'''||@suffixprefix@

||'''TitleSuffix'''||@titlesuffix@

||'''(Contact) PhoneTitle'''||@contactphonetitle@

||'''Email(Contact) Phone'''||@emailcontactphone@

||'''DescriptionEmail'''||@descriptionemail@

||'''Description'''||@description@|-||'''Date Added'''||@dat_added@

|+style="text-align:left"|Email Broadcast Variable List|-!|Field Name!|Variable

||'''@rolename.customfield@'''||

||'''@randompassword@'''||Generates a new password when sending to user

||'''@password@'''||Generates a new password when sending to user

||'''@email@'''||Sends the username/E-mail

||'''@userid@'''||Sends the user id

||'''@sender.''fieldname''@'''||manner of referencing details of the user who is sending the email

:'''Note:'''

{| class="wikitable"* |+style="text-align:left"|Level 1 Field Name and Variable List|-!|Field Name!|Variable|-||'''First name of contact or lead''' - ||@firstname@ * |-||'''Last name of contact or lead''' - ||@lastname@* |-||'''Full name of contact or lead''' - ||@fullname@ * |-||'''Title of contact or lead''' - ||@title@ * |-||'''Email address of contact or lead''' - ||@email@ * |-||'''Phone number of contact or lead''' - ||@phone@ * |-||'''Address of contact or lead''' - ||@address@ * |-||'''City of contact or lead''' - ||@city@ * |-||'''State/Province of contact or lead''' - ||@state@ * |-||'''Country of contact or lead''' ||@country@|- ||'''Country Code of contact or lead'''||@countrycountrycode@ * |-||'''Zip/Postal code of contact or lead''' - ||@postalcode@ * |-||'''Company name of contact or lead''' - ||@companyname@ * |-||'''Contact address - not available for lead''' - ||@caddress@ * |-||'''Contact city - not available for lead''' - ||@ccity@ * |-||'''Contact state/province - not available for lead''' - ||@cstate@ * |-||'''Contact country - not available for lead''' - ||@ccountry@ * |-||'''Contact postal code - not available for lead''' - ||@cpostalcode@ * |-||'''Contact fax - not available for lead''' - ||@cfax@ * |-||'''Web site for lead - not available for contact''' - ||@cwebsite@ * |-||'''First name of the sender''' - ||@senderfirstname@ * |-||'''Last name of the sender''' - ||@senderlastname@ * |-||'''Name of sender company''' - ||@sendercompany@ * |-||'''E-mail of sender''' - ||@senderemail@ * |-||'''Phone number of sender''' - ||@senderphone@ * |-||'''Title of sender''' - ||@sendertitle@ * |-||'''Current date and time format selected by the user in their personal settings ? long date format''' - ||@now@ * |-||'''Description field content''' - ||@objectdescription@|}

'''@primaryroleid@''' provides the id for the user's primary role. Do not use the prefix '@me.'.  

==Company Organization Categories=='''@catlist@''' lists the roleid of each Company Organization Category the company (Account/Organization) belongs to. 

* '''@companyid@'''

* {| class="wikitable"|+style="text-align:left"|Job Fields Variable List|-!|Field Name!|Variable|-||@job.name@ - ||'''Job name'''.* |-||@job.client@ - ||'''Associated name of the client'''.* |-||@job.stage@ - ||'''Status of the job'''.* |-||@job.closedate@ - ||'''Hiring close date of the job'''.* |-||@job.manager@ - ||'''Hiring Manger – set on the job page'''.* |-||@job.description@ - ||'''Job description'''.* |-||@job.type@ - ||'''Template name for this job'''.* |-||@job.startdate@ - ||'''Job start date'''.* |-||@job.enddate@ - ||'''Job end date – contract only'''.* |-||@job.requirements@ - ||'''Job requirements'''* |-||@job.openpositions@ - ||'''Number of open positions'''.* |-||@job.applicantfilled@ - ||'''Number of hired applicants'''.* |-||@job.branch@ - ||'''Internal branch name associated with this job'''.* |-||@job.branch.address@ - ||'''Internal branch address 1'''.* |-||@job.branch.address2@ - ||'''Internal branch address 2'''.* |-||@job.branch.city@ - ||'''Internal branch city'''.* |-||@job.branch.state@ - ||'''Internal branch state/province'''.* |-||@job.branch.phone@ - ||'''Internal branch phone number'''.* |-||@job.branch.country@ - ||'''Internal branch country'''.* |-||@job.branch.postalcode@ - ||'''Internal branch zip/postal code'''.* |-||@job.branch.website@ - ||'''Internal branch web site address'''.* |-||@job.client@ - ||'''Client name'''.* |-||@job.client.address@ - ||'''Client address one'''.* |-||@job.client.address2@ - ||'''Client address two'''.* |-||@job.client.city@ - ||'''Client city'''.* |-||@job.client.state@ - ||'''Client state/province'''.* |-||@job.client.phone@ - ||'''Client phone number'''.* |-||@job.client.country@ - ||'''Client country'''.* |-||@job.client.postalcode@ - ||'''Client zip/postal code'''.* |-||@job.client.website@ - ||'''Client web site'''.* |-||@job.custom@ - ||'''Custom field associated with the job template. For example @job.additionalinfo@'''|}

{| class="wikitable"* |+style="text-align:left"|Applicant Fields Variable List|-!|Field Name!|Variable|-||@applicant.firstname@ - ||'''First name of the applicant'''.* |-||@applicant.lastname@ - ||'''Last name of applicant'''.* |-||@applicant.title@ - ||'''Title of applicant'''.* |-||@applicant.email@ - ||'''Email address of applicant'''.* |-||@applicant.phone@ - ||'''Phone number of applicant'''.* |-||@applicant.address@ - ||'''Address of applicant'''.* |-||@applicant.city@ - ||'''City of applicant'''.* |-||@applicant.state@ - ||'''State/Province of applicant'''. * |-||@applicant.country@ ||'''Country of applicant'''|- ||@applicant.countrycode@||'''Country code (2 letter abbreviation) of applicant'''.* |-||@applicant.postalcode@ - ||'''Zip/Postal applicant'''.|}

* @hiring manager.firstname@ |- '''First name of the hiring manager'''.* ||@hiring manager.lastnamecity@ - ||'''Last name City of the hiring manager'''.* @hiring manager.title@ |- '''Title of the hiring manager'''.* ||@hiring manager.emailstate@ - ||'''Email address State/Province of the hiring manager'''.* @hiring manager.phone@ |- '''Phone number of the hiring manager'''.* ||@hiring manager.addresscountry@ - ||'''Address Country of the hiring manager'''.* @hiring manager.city@ |- '''City of the hiring manager'''.* ||@hiring manager.statecountrycode@ - ||'''State/Province Country Code (2 letter abbreviation) of the hiring manager'''.* @hiring manager.country@ |- '''Country of the hiring manager'''.* ||@hiring manager.postalcode@ - ||'''Zip/Postal code of the hiring manager'''.|}

* @senderfirstname@ - '''First name of In addition you can also refer to fields from the sendersuch as custom fields and company details by using '''.* @senderlastname@ - '''Last name of the sender'''.* xxxx@sendercompany@ - '''Name of sender company'''.<br />* @senderemail@ - '''These variables can be used within [[:Category:Email|Email address of sender'''.* @senderphone@ - '''Phone number of sender'''.* @sendertitle@ - '''Title of sender'''.* @now@ - '''Current date ]] and time format selected by the user in their personal settings - long date format'''[[Workflow]] messages.

* {| class="wikitable"|-!|Field Name!|Variable|-||@sender.address@ - ||'''Address of the sender'''* |-||@sender.company.name@ - ||'''Name of the company the sender is associated with'''* |-||@sender.(custom field name)@ - ||'''Refers to a custom field from the sender's profile''' == Workflow Specific Variables ==|}

{| class="wikitable"|+style= Other "text-align:left"|Workflow Specific Variables ==List|-!|Field Name!|Variable|-||'''@objectname@'''||Name of the object in the workflow. This could be a file name, user name, company name, or an application name.|-||'''@originatorname@'''||The name of the person that originated the workflow. For example, this value could be the person that added a file to a workflow-enabled SmartFolder, or the name of a person that created a new person record.|-||'''@originatoremail@'''||E-mail address of originator.|-||'''@originatorphone@'''||Phone number of originator.|}

* @url@ - The URL to the company alias for SmartSimple. For example{{Template: XXX.smartsimple.com – where XXX is the alias created by that company using the Company Setting page. If you wish to display the URL as a link you should type either: '''http://''' or '''https://''' in front of the reference in the instant message or e-mail template. For example: <nowiki>https://@url@</nowiki>Signority Variables}}

* ==Other Variables=={| class="wikitable"|+style="text-align:left"|Level 1 Field Name and Variable List|-!|Field Name!|Variable|-||'''@url@'''||The URL to the company alias for SmartSimple. For example: XXX.smartsimple.com – where XXX is the alias created by that company using the Company Setting page. If you wish to display the URL as a link you should type either: '''http://''' or '''https://''' in front of the reference in the instant message or e-mail template. For example: <nowiki>https://@url@</nowiki>|-||'''@parentlist@ - '''||The full SmartSimple path to the object.|-* ||'''@apptype@ - '''||Will return the [[Determining the applicationid|application ID]] within the context of a given [[UTA]].|}