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Variable List

631 bytes added, 14:21, 17 March 2023
Parent can be Company, Level 1, Opportunity or Leads
==Web Page View Variables==
 
'''@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.
==Universal Tracking Application Variables==
||No variables
|-
||CurrencyName||@currencycurrencyname@|-||Currency Code||@currencycode@|-||Exchange Currency  Name||@excurrencyname@
|-
||Exchange CurrencyCode||@excurrencyexcurrencycode@
|-
||Currency Exchange Rate
||'''Contact People'''
||@contact@
|-
||'''Contact User ID'''
||@contact.userid@ -- Returns one only, even with multiple contacts assigned
|-
||'''Description'''
||'''Owner'''
||@owner@
|-
||'''Owner ID'''
||@eownerid@
|-
||'''Parent Name'''
===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:
|-
||'''Province'''
||@province@- If using abbreviated store values use @province.name@ to get the full name
|-
||'''State'''
==When calling on Level 1 and Level 2 information from a Level 2 Workflow==
{| class="wikitable"
|+style="text-align:left"|Calling L1 and L2 fields from a L2 WorkbflowWorkflow
|-
!|Field Name
==Parent can be Company, Level 1, Opportunity or Leads==
<u>'''Company'''</u>
 
State|@state@|->
{| class="wikitable"
|-
||'''Province'''
||@province@- If using abbreviated store values use @province.name@ to get the full name
|-
||'''Postal code'''
||'''Contacts'''
||@contact.rolename.field@
|-
||'''Created Date'''
||@createddate@
|-
||'''Currency'''
* '''Applicants''' - No information on how to call applicants in Wiki -->
==Leads==
 
{| class="wikitable"
|+style="text-align:left"|Leads Variable List
@primaryroleid@
==Company Organization Categories=='''@catlist@''' lists the roleid of each Company Organization Category the company (Account/Organization) belongs to.
@me.parent.catlist@
Smartstaff, administrator
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