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=='''@localhour(fullstartdate)@''' * Adding the word local before the variable displays the hour based on the system 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 name fieldcontact||@namecontact@

||level 1 type custom field||@typecustomfieldname@

|level 1 status field|Accounts|@status@|No variables

|level 1 start date|Activity List|@startdate@|No variables

|level 1 end date|Application Name||@enddatename@

|level 1 contact|Application Template Type||@contacttype@

|level 1 custom field|Application Template Type Caption||@customfieldnametypecaption@

|Accounts|Application Template Type Language|No variables|@type_lang@

|Activity List|Archived|No variables|@archived@

|Application Name|Branch||@namebranch@

|Application Template Type|Branch ID||@typebranchid@

|Application Template Type Caption|Close Date||@typecaptionclosedate@

|Application Template Type Language|Contacts|@type_lang@|No variables

|Archived|Currency Name||@archivedcurrencyname@

|Branch|Currency Code||@branchcurrencycode@

|Branch ID|Exchange Currency  Name||@branchidexcurrencyname@

|Close Date|Exchange Currency Code||@closedateexcurrencycode@

|Contacts|Currency Exchange Rate|No variables|@exrate@

|Currency|Customer||@currencyclient@

|Exchange Currency|Description||@excurrencydescription@

|Currency Exchange Rate|End Date||@exrateenddate@

|Customer|End Time||@hour(fullenddate)@:@clientminute(fullenddate)@

|Description|Folders|@description@|No variables

|End Date|Modified By||@modifiedby@ (username); @enddatemodifiedbyid@(userid)

|End Time|Modified Date||@hour(fullenddate)@:@minute(fullenddate)modifieddate@

|Folders|Owner (full name)|No variables|@owner@

|Modified By|@modifiedby@ Owner (usernamefull name - Consumer/Provider reference); ||@modifiedbyidownername@ (userid)

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

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

|Owner |Person (userid)||@owneridperson.userid@

|Person (full name)|Probability||@personprobability@

|Person (userid)|Requirement||@person.useridrequirements@

|Probability|Revenue||@probabilityrevenue@

|Requirement|Revenue||@requirementsrevenue.value@(unformatted number without comma separators)

|Revenue|Start Date||@revenuestartdate@

|Revenue|Start Time||@hour(fullstartdate)@revenue.value:@ minute(unformatted number without comma separatorsfullstartdate)@

|Start Date|Status||@startdatestatus@

|Start Time|Status ID||@hour(fullstartdate)@:@minute(fullstartdate)statusid@

||StatusCaption||@statusstatuscaption@

||Status CaptionLanguage||@statuscaptionstatus_lang@

||Status LanguageName||@status_langstatusname@

||Workflow||No variables

{| class="wikitable"* |+style="text-align:left"|Level 2 Field Names and Variables List|-!|Field Name!|Variable|-||'''Activity Type''' - ||@type@* |-||'''Activity Type [[Caption]]''' - ||@typecaption@* |-||'''Activity Type ID''' - ||@typeid@* |-||'''Amount''' - ||@eamount@* |-||'''Assigned Links''' - ||''No variables''* |-||'''Assigned People''' - ||@assigned@* |-||'''Contact Links''' - ||''No variables''* |-||'''Contact People''' ||@contact@|- ||'''Contact User ID'''||@contact.userid@-- Returns one only, even with multiple contacts assigned* |-||'''Description''' - ||@description@* |-||'''Duration''' - ||@span@* |-||'''End Date''' - ||@enddate@* |-||'''End Hour''' (0-23) - ||@endhour@* |-||'''End Hour''' (1-12) - ||@endh@* |-||'''End Hour AM or PM''' - ||@endampm@* |-||'''End Minute''' - ||@endminute@* |-||'''End Time''' - ||@endhour@:@endminute@ * |-||'''Event ID''' - ||@eventid@* |-||'''Follow-up Days''' - ||''No variables''* |-||'''Follow-up Sent''' - ||''No variables''* |-||'''Follow-up Type''' - ||''No variables''* |-||'''Location''' - ||@location@* |-||'''Object ID''' (Parent system ID) - ||@objectid@* |-||'''Object Type''' - ||@objecttype@* |-||'''Owner''' ||@owner@|- ||'''Owner ID'''||@ownereownerid@* |-||'''Parent Name''' - ||@parent.name@* |-||'''Reminder Days''' - ||''No variables''* |-||'''Reminder Sent''' - ||''No variables''* |-||'''Reminder Type''' - ||''No variables''* |-||'''Root Company ID''' - ||@rootcompanyid@* |-||'''Start Date''' - ||@startdate@* |-||'''Start Hour''' (0-23) - ||@starthour@* |-||'''Start Hour''' (1-12) - ||@starth@* |-||'''Start Hour AM or PM''' - ||@startampm@* |-||'''Start Minute''' - ||@startminute@* |-||'''Start Time''' - ||@starthour@:@startminute@* |-||'''Status''' - ||@status@* |-||'''Status [[Caption]]''' - ||@statuscaption@* |-||'''Subject''' - ||@subject@* |-||'''Updated By''' - ||@updatedby@ -- Displays system ID, not name* |-||'''Updated By Name''' - ||@updatedbyname@ -- Displays the name* |-||'''Whole Day Event''' - ||@isallday@|}

* ===Calling a Level 1 Variable at Level 2==='''@parent.branch@'''Associated Parentor ''' - @linkparentparent.client@''fieldname''@* Level 3 uses the same variables as Level 2.will be replaced by company name and other fields can be referenced like this:

===Calling a Level 1 Variable at 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@'''

{| class="wikitable"|+style="text-align:left"|Contacts/Users Field Names and Variables* |-!|Field Name!|Variable|-||'''First name''' - ||@firstname@* |-||'''Middle name''' - ||@middlename@* |-||'''Last name''' - ||@lastname@* |-||'''Full name''' - ||@fullname@* '''Title''' |- @title@* ||'''Email addressPhone''' - ||@emailphone@* '''Phone''' |- @phone@* ||'''Phone extension''' - ||@uphoneext@* |-||'''Company name''' - ||@company@* |-||'''Address''' - ||@address@* |-||'''Address 2''' - ||@address2@* |-||'''City''' - ||@city@* |-||'''Province''' ||@province@ - If using abbreviated store values use @province.name@to get the full name * |-||'''State''' - ||@state@* |-||'''Country''' ||@country@|- ||'''Country Code''' (2 letter abbreviation)||@countrycountrycode@* |-||'''Postal code''' - ||@postalcode@* |-||'''Primary Address''' - ||@primaryaddress@ - used with [[Multiple Address Types]]. See [[Address Book Template]]* |-||'''Address Book''' - ||@addressbook@ - used with [[Multiple Address Types]]. See [[Address Book Template]]* |-||'''US Region name from an actual address record'''||@address.region.uscounty.name@|-||'''US Region ID from an actual address record'''||@address.region.uscounty.id@|-||'''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) - @sstimezone@|}

{| class="wikitable"* |+style="text-align:left"|Calling L1 and L2 fields from a L2 Workflow|-!|Field Name!|Variable|-||'''level 1 name field''' - ||@parent.name@ * '''level 1 type field''' |- @parent.type@ * ||'''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'''</u>{| class="wikitable"|+style="text-align:left"|Level 1 Name and Variable List|-!|Name !|Variable* |-||'''Primary Contact''' - ||@primarycontact@* |-||'''Company Name''' - ||@name@ * |-||'''Address''' - ||@address@* |-||'''Address 2''' - ||@address2@* |-||'''City''' - ||@city@* |-||'''Province''' ||@province@ - If using abbreviated store values use @province.name@to get the full name* |-||'''StatePostal code''' ||@postalcode@|- ||'''Country'''||@statecountry@* |-||'''Postal codeCountry Code''' (2 letter abbreviation)||@countrycode@|- ||'''Latitude'''||@postalcodelat@ * |-||'''CountryLongitude''' - ||@countrylng@ * |-||'''Phone number''' - ||@phone@ * |-||'''Fax number''' - ||@fax@ * |-||'''Owner''' - ||@owner@ * |-||'''Website''' - ||@website@ * |-||'''Custom fields''' - ||@customfields@* |-||'''NAIC Code 1''' - ||@naiccode1@* |-||'''NAIC Code 2''' - ||@naiccode2@* |-||'''Last updated''' - ||@modifieddate@* |-||'''Last updated by''' - ||@updatedbyname@<!|--* '''Associates''' - ?-->* ||'''Category custom fields''' - ||@Field Name@|}

* ==Leads=={| class="wikitable"|+style="text-align:left"|Leads Variable List|-!|Field Name!|Variable|-||'''BranchStatus''' - ||@branchstatus@ * '''Close Date''' |- @closedate@ * ||'''Company field''' - ||@company.fieldname@ * |-||'''ContactsAddress''' - ||@contact.rolename.fieldaddress@ * |-||'''CurrencyAddress 2''' - ||@currencyaddress2@ * |-||'''CustomerCity''' - ||@clientcity@ * |-||'''DescriptionProvince''' - ||@descriptionprovince@ * |-||'''End DateCountry''' - ||@enddatecountry@ * |-||'''End TimePostal''' - @hour(fullenddate)@:||@minute(fullenddate)postalcode@ * '''Folders''' |- No variables * ||'''Opportunity SourcePhone''' - ||@leadsourcephone@ * '''List Job Questions (with combo boxes)''' |- @jobquestions@ ''Only for opportunities that use the recruiting template''* ||'''List Job Questions (just questions)Fax''' - ||@jobquestionsrfax@ * '''List Job Skills''' |- @jobskills@ * ||'''Modified DateWeb Site''' - ||@modifieddatewebsite@ * '''Number of filled positions''' |- @candidatefilled@ * ||'''Number of open positionsFirst Name''' - ||@openpositionsfirstname@ * '''Owner''' |- @owner@ * ||'''Opportunity Last Name''' - ||@namelastname@ * |-||'''Opportunity TypePrefix''' - ||@typeprefix@ * |-||'''ProbabilitySuffix''' - ||@probabilitysuffix@ * |-||'''RequirementsTitle''' - ||@requirementstitle@ * |-||'''Revenue(Contact) Phone''' - ||@revenuecontactphone@ * |-||'''Start DateEmail''' - ||@startdateemail@ * |-||'''Start TimeDescription''' - ||@hour(fullstartdate)@:@minute(fullstartdate)description@ * '''Status''' |- @status@ * ||'''Template type numberDate Added''' - ||@templatetypedat_added@ ==Leads== |}

{| class="wikitable"* '''All standard contact fields'''|+style="text-align:left"|Email Broadcast Variable List|-!|Field Name!|Variable* '''All standard company fields'''|-* ||'''@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]].|}