Smartstaff
281
edits
Changes
m
'''@currentdate@''' * 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)@'''
'''@parent.branch@''' or '''@parent.client@''' will be replaced by company name and other fields can be referenced like this: * '''@parent.branch.address@'''
<u>'''Company'''</u>
'''@rolelist@''' provides a list of [[roleid]]s corresponding to the roles the user belongs to.
* @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.
In addition you can also refer to fields from the sender such as custom fields and company details by using '''@sender.xxxx@''' <br>
These variables can be used within [[:Category:Email|Email]] and [[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 ==|}
* @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]].|}
:<font size="3">'''[#(?object=group::id=@''fieldname''@) ... #]'''</font>
→Organization Categories
==System Variables==
''This refers to [[System Variables]] defined on the [[Global Settings]] page''
*'''@system.'''''customfieldname'''''@'''
==System Library Variables==
''This refers to System Library Variables defined on the [[Global Settings]] page''
*'''@system.library.'''''variable name'''''@''' '''Note''': Library variables are available in all instances but can only be created and edited by SmartSimple.
==System-Wide Variables==
'''@currentdate@'''
* Inserts the current date and time This can be used in most areas where variables are called
==Web Page View Variables==
* 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.
==Universal Tracking Application Variables==
===Level 1===
{| class="wikitable"
|+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
|}
===Level 2===
{| class="wikitable"
|+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@
|}
===Level 3===
{| class="wikitable"
|+style="text-align:left"|Level 3 Field Names and Variables|-!|Field Name!|Variable
|-
||'''Associated Parent'''||@linkparent.''fieldname''@
|-
||'''General'''||Level 3 uses the same variables as Level 2.
|}
===Calling a Level 1 Variable at Level 2===
* '''@parent.branch.country@'''
* '''@parent.branch.customfield@''' * '''@parent.firstname@''' * '''@parent.lastname@''' * '''@parent.description@''' * '''@parent.status@'''
* '''@parent.person.fieldname@''' - fieldname will be replaced by the variables listed below for the '''Person''' [[Standard Field]] at Level 1.
==Contacts/Users==
{| class="wikitable"
|+style="text-align:left"|Contacts/Users Field Names and Variables!Field Name!Variable
|-
!|'''First name'''Field Name!|@firstname@Variable
|-
||'''Middle First name'''||@middlenamefirstname@
|-
||'''Last Middle name'''||@lastnamemiddlename@
|-
||'''Full Last name'''||@fullnamelastname@
|-
||'''PhoneFull name'''||@phonefullname@
|-
||'''Phone extension'''||@uphoneextphone@
|-
||'''Company namePhone extension'''||@companyuphoneext@
|-
||'''AddressCompany name'''||@addresscompany@
|-
||'''Address 2'''||@address2address@
|-
||'''CityAddress 2'''||@cityaddress2@
|-
||'''ProvinceCity'''||@provincecity@
|-
||'''StateProvince'''||@province@ - If using abbreviated store values use @stateprovince.name@to get the full name
|-
||'''CountryState'''||@countrystate@
|-
||'''Postal codeCountry'''||@postalcodecountry@
|-
||'''Primary AddressCountry Code'''(2 letter abbreviation)||@primaryaddresscountrycode@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
|-
||'''Address BookPostal code'''||@addressbookpostalcode@ - used with [[Multiple Address Types]]. See [[Address Book Template]]
|-
||'''OwnerPrimary Address'''||@ownerprimaryaddress@- used with [[Multiple Address Types]]. See [[Address Book Template]]
|-
||'''Last updatedAddress Book'''||@modifieddateaddressbook@- used with [[Multiple Address Types]]. See [[Address Book Template]]
|-
||'''Last logged inUS Region name from an actual address record'''||@lastloginaddress.region.uscounty.name@
|-
||'''CostUS Region ID from an actual address record'''||@costaddress.region.uscounty.id@
|-
||'''Cost unitOwner'''||@costunitowner@
|-
||'''TypeLast updated'''||@typemodifieddate@ (returns 'User', 'Local User Administrator' or 'Global User Administrator')
|-
||'''Access TypeLast logged in'''||@accesstypelastlogin@ (returns 'Administration or Portal Interface', 'User Centric or Applicant Interface', 'Web Service User' or 'No Access')
|-
||'''Access Type IDCost'''||@accesstypeidcost@ ''0=No Access;1=Administration or Portal Interface;3=User Centric or Applicant Interface;5=Web Service User;''
|-
||'''Resource nameCost unit'''||@resourcenamecostunit@
|-
||'''Is contact a resource?Type'''||@isresourcetype@(returns 'User', 'Local User Administrator' or 'Global User Administrator')
|-
||'''PrefixAccess Type'''||@prefixaccesstype@(returns 'Administration or Portal Interface', 'User Centric or Applicant Interface', 'Web Service User' or 'No Access')
|-
||'''SuffixAccess Type ID'''||@suffixaccesstypeid@''0=No Access;1=Administration or Portal Interface;3=User Centric or Applicant Interface;5=Web Service User;''
|-
||'''Unique IdentifierResource name'''||@uuidresourcename@ This is a system-generated code that is unique to each contact. For example: ''6BCC 98SF EFC6 FFFB 270C 606''
|-
||'''LanguageIs contact a resource?'''||@langname@ The Language name in the [[Personal Settings]] of the contact (i.e.: ''@me.langname@'' or ''@owner.langnameisresource@'')
|-
||'''Language ID CodePrefix'''||@langid@ The Language selected in the [[Personal Settings]] of the contact (i.e.: ''@me.langidprefix@'' or ''@owner.langid@''). See [[Language|here]] for more information
|-
||'''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)
|}
==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 Workbflow!Field Name!VariableWorkflow
|-
!|'''level 1 name field'''Field Name!|@parent.name@Variable
|-
||'''level 1 statusname field'''||@parent.statusname@
|-
||'''level 1 start datestatus'''||@parent.startdatestatus@
|-
||'''level 1 end start date'''||@parent.enddatestartdate@
|-
||'''level 1 contactend date'''||@parent.contactenddate@
|-
||'''level 1 custom fieldscontact'''||@parent.customfieldnamecontact@
|-
||'''level 2 type field1 custom fields'''||@typeparent.customfieldname@
|-
||'''level 2 status type field'''||@statustype@
|-
||'''level 2 start datestatus field'''||@startdatestatus@
|-
||'''level 2 end start date'''||@enddatestartdate@
|-
||'''level 2 contactend date'''||@contactenddate@
|-
||'''level 2 contact'''||@contact@|-||'''level 2 custom field'''||@customfieldname@
|}
==Parent can be Company, Level 1, Opportunity or Leads==
{| class="wikitable"
|+style="text-align:left"|Level 1 Name and Variable List!Name!Variable
|-
!|'''Primary Contact'''Name!|@primarycontact@Variable
|-
||'''Company NamePrimary Contact'''||@nameprimarycontact@
|-
||'''AddressCompany Name'''||@addressname@
|-
||'''Address 2'''||@address2address@
|-
||'''CityAddress 2'''||@cityaddress2@
|-
|'''Province'''|@province@|-|'''StateCity'''|@state@|-|'''Postal code'''|@postalcodecity@
|-
||'''CountryProvince'''||@province@ - If using abbreviated store values use @countryprovince.name@to get the full name
|-
||'''Phone numberPostal code'''||@phonepostalcode@
|-
||'''Fax numberCountry'''||@faxcountry@
|-
||'''OwnerCountry Code'''(2 letter abbreviation)||@ownercountrycode@
|-
||'''WebsiteLatitude'''||@websitelat@
|-
||'''Custom fieldsLongitude'''||@customfieldslng@
|-
||'''NAIC Code 1Phone number'''||@naiccode1phone@
|-
||'''NAIC Code 2Fax number'''||@naiccode2fax@
|-
||'''Last updatedOwner'''||@modifieddateowner@
|-
||'''Last updated byWebsite'''||@updatedbynamewebsite@
|-
||'''Custom fields'''||@customfields@|-||'''NAIC Code 1'''||@naiccode1@|-||'''NAIC Code 2'''||@naiccode2@|-||'''Last updated'''||@modifieddate@|-||'''Last updated by'''||@updatedbyname@|-||'''Category custom fields'''||@Field Name@
|}
==Opportunity, Level 1==
{| class="wikitable"
|+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@
|}
* '''Activity List''' - Is not displaying information properly, according to Wiki call guide
* '''Applicants''' - No information on how to call applicants in Wiki -->
==Leads==
{| class="wikitable"
|+Level 1 Field Name and style="text-align:left"|Leads Variable List|-!|Field Name!|Variable
|-
||'''Status'''||@status@
|-
||'''Company'''||@name@
|-
||'''Address'''||@address@
|-
||'''Address 2'''||@address2@
|-
||'''City'''||@city@
|-
||'''Province'''||@province@
|-
||'''Country'''||@country@
|-
||'''Postal'''||@postalcode@
|-
||'''Phone'''||@phone@
|-
||'''Fax'''||@fax@
|-
||'''Web Site'''||@website@
|-
||'''First Name'''||@firstname@
|-
||'''Last Name'''||@lastname@
|-
||'''Prefix'''||@prefix@
|-
||'''Suffix'''||@suffix@
|-
||'''Title'''||@title@
|-
||'''(Contact) Phone'''||@contactphone@
|-
||'''Email'''||@email@
|-
||'''Description'''||@description@
|-
||'''Date Added'''||@dat_added@
|}
<!--* '''Ext.''' - Don’t know-->
<!--* '''Owner/Owner.field''' - Don’t know-->
==Email Broadcast==
{| class="wikitable"
|+style="text-align:left"|Email Broadcast Variable List!Field Name!Variable
|-
!|'''@rolename.customfield@'''Field Name!|Variable
|-
||'''@randompasswordrolename.customfield@'''|Generates a new password when sending to user|
|-
||'''@passwordrandompassword@'''||Generates a new password when sending to user
|-
||'''@emailpassword@'''|Sends the username/E-mail|Generates a new password when sending to user
|-
||'''@useridemail@'''||Sends the user idusername/E-mail
|-
||'''@userid@'''||Sends the user id|-||'''@sender.''fieldname''@'''||manner of referencing details of the user who is sending the email
|}
:'''Note:'''
:* examples: ''@sender.company.address@'' will return the address of the sender's company.
:* Includes '''All standard contact fields'''
==Contacts==
{| class="wikitable"
|+style="text-align:left"|Level 1 Field Name and Variable List|-!|Field Name!|Variable|-||'''First name of contact or lead'''||@firstname@
|-
||'''First Last name of contact or lead'''||@firstnamelastname@
|-
||'''Last Full name of contact or lead'''||@lastnamefullname@
|-
||'''Full name Title of contact or lead'''||@fullnametitle@
|-
||'''Title Email address of contact or lead'''||@titleemail@
|-
||'''Email address Phone number of contact or lead'''||@emailphone@
|-
||'''Phone number Address of contact or lead'''||@phoneaddress@
|-
||'''Address City of contact or lead'''||@addresscity@
|-
||'''City State/Province of contact or lead'''||@citystate@
|-
||'''State/Province Country of contact or lead'''||@statecountry@
|-
||'''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@
|}
==Roles==
'''@rolelist@''' provides a list of [[roleid]]s corresponding to the roles the user belongs to.
@me.rolelist@
'''@primaryroleid@''' provides the id for the user's primary role. Do not use the prefix '@me.'.
@primaryroleid@
==Company Organization Categories=='''@catlist@''' lists lists the roleid of each Company Organization Category the company (Account/Organization) belongs to.
@me.parent.catlist@
'''@categories@''' lists the category names of each Organization Category the company (Account/Organization) belongs to.
@me.parent.categories@
==Custom Fields attached to Roles==
'''@rolename.customfieldname@'''
==[[Using Variables in the Report Builder|Variables available for Report criteria]]==
* '''@userid@'''
* '''@companyid@'''
* '''@objectid@'''
==Using Variables in the Report Template Header==
* '''@args[1]@, @args[2]@''' - used within Report Template Header to obtain the criteria entered by users.
* '''@runtime@''' - used within Report Template Header to obtain date/time report was run.
==Applicant Tracking Email Template Variables==
The following variables are used to create email templates:
{| class="wikitable"
|+style="text-align:left"|Job Fields Variable List!Field Name!Variable
|-
!|@job.name@Field Name!|'''Job name'''Variable
|-
||@job.clientname@ ||'''Associated Job name of the client'''
|-
||@job.stageclient@||'''Status Associated name of the jobclient'''
|-
||@job.closedatestage@||'''Hiring close date Status of the job'''
|-
||@job.managerclosedate@||'''Hiring Manger – set on close date of the job page'''
|-
||@job.descriptionmanager@||'''Job descriptionHiring Manger – set on the job page'''
|-
||@job.typedescription@||'''Template name for this jobJob description'''
|-
||@job.startdatetype@||'''Job start dateTemplate name for this job'''
|-
||@job.enddatestartdate@||'''Job end start date – contract only'''
|-
||@job.requirementsenddate@||'''Job requirementsend date – contract only'''
|-
||@job.openpositionsrequirements@||'''Number of open positionsJob requirements'''
|-
||@job.applicantfilledopenpositions@||'''Number of hired applicantsopen positions'''
|-
||@job.branchapplicantfilled@||'''Internal branch name associated with this jobNumber of hired applicants'''
|-
||@job.branch.address@||'''Internal branch address 1name associated with this job'''
|-
||@job.branch.address2address@||'''Internal branch address 21'''
|-
||@job.branch.cityaddress2@||'''Internal branch cityaddress 2'''
|-
||@job.branch.statecity@||'''Internal branch state/provincecity'''
|-
||@job.branch.phonestate@||'''Internal branch phone numberstate/province'''
|-
||@job.branch.countryphone@||'''Internal branch countryphone number'''
|-
||@job.branch.postalcodecountry@||'''Internal branch zip/postal codecountry'''
|-
||@job.branch.websitepostalcode@||'''Internal branch web site addresszip/postal code'''
|-
||@job.clientbranch.website@||'''Client nameInternal branch web site address'''
|-
||@job.client.address@||'''Client address onename'''
|-
||@job.client.address2address@||'''Client address twoone'''
|-
||@job.client.cityaddress2@ ||'''Client cityaddress two'''
|-
||@job.client.statecity@||'''Client state/provincecity'''
|-
||@job.client.phonestate@||'''Client phone numberstate/province'''
|-
||@job.client.countryphone@||'''Client countryphone number'''
|-
||@job.client.postalcodecountry@||'''Client zip/postal codecountry'''
|-
||@job.client.websitepostalcode@||'''Client web sitezip/postal code'''
|-
||@job.client.website@||'''Client web site'''|-||@job.custom@||'''Custom field associated with the job template. For example @job.additionalinfo@'''
|}
==Applicant Fields==
{| 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 Fields==
{| class="wikitable"
|+style="text-align:left"|Level 1 Field Name and Variable List
|-
!|Field Name
!|Variable
|-
||@hiring manager.firstname@
||'''First name of the hiring manager'''
|-
||@hiring manager.lastname@
||'''Last name of the hiring manager'''
|-
||@hiring manager.title@
||'''Title of the hiring manager'''
|-
||@hiring manager.email@
||'''Email address of the hiring manager'''
|-
||@hiring manager.phone@
||'''Phone number of the hiring manager'''
|-
||@hiring manager.address@
||'''Address of the hiring manager'''
==Sender Fields==
{| class="wikitable"
|+style="text-align:left"|Sender Fields Variable List
|-
!|Field Name
!|Variable
|-
||@senderfirstname@
||'''First name of the sender'''
|-
||@senderlastname@
||'''Last name of the sender'''
|-
||@sendercompany@
||'''Name of sender company'''
|-
||@senderemail@
||'''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 Specific Variables==
The following variables can only be used in messages associated with workflows:
{| 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.|}
<!--===Spreadsheet Custom Field===
===Select One - User Group Custom Field===
The details of the members of a group stored within a [[Select One - User Group]] custom field can be referenced using the following syntax:
: <span style="font-size: medium;">'''[#(?object=group::id=@''fieldname''@) ... #]'''</span>
'''Where:'''
* ''fieldname'' is the name of the '''Select One - User Group''' field.
* Replace "..." with the contact [[variables]] you wish to display. ''i.e. ~lastname~
