Difference between revisions of "Variable List"

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Revision as of 08:18, 14 November 2016

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

@now@

  • Inserts the current system date

Universal Tracking Application Variables

Level 1

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
Currency @currency@
Exchange Currency @excurrency@
Currency Exchange Rate @exrate@
Customer @client@
Description @description@
End Date @enddate@
End Time @hour(fullenddate)@:@minute(fullenddate)@
Folders No variables
Modified By @modifiedby@ (username); @modifiedbyid@ (userid)
Modified Date @modifieddate@
Owner (full name) @owner@
Owner (full name - Consumer/Provider reference) @ownername@
Owner (userid) @ownerid@
Person (full name) @person@
Person (userid) @person.userid@
Probability @probability@
Requirement @requirements@
Revenue @revenue@
Revenue @revenue.value@ (unformatted number without comma separators)
Start Date @startdate@
Start Time @hour(fullstartdate)@:@minute(fullstartdate)@
Status @status@
Status Caption @statuscaption@
Status Language @status_lang@
Workflow No variables

Level 2

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@
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@
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@

Level 3

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

  • @parent.branch.address@
  • @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.

whatever fields available for company object.

Contacts/Users

Contacts/Users Field Names and Variables
Field Name Variable
First name @firstname@
Middle name @middlename@
Last name @lastname@
Full name @fullname@
Phone @phone@
Phone extension @uphoneext@
Company name @company@
Address @address@
Address 2 @address2@
City @city@
Province @province@
State @state@
Country @country@
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
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 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

Calling L1 and L2 fields from a L2 Workbflow
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@

Parent can be Company, Level 1, Opportunity or Leads

Company

Level 1 Name and Variable List
Name Variable
Primary Contact @primarycontact@
Company Name @name@
Address @address@
Address 2 @address2@
City @city@
Province @province@
Postal code @postalcode@
Country @country@
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@
Category custom fields @Field Name@

Opportunity, Level 1

Opportunity & Level 1
Field Name Variable
Branch @branch@
Close Date @closedate@
Company field @company.field@
Contacts @contact.rolename.field@
Currency @currency@
Customer @client@
Description @description@
End Date @enddate@
End Time @hour(fullenddate)@:@minute(fullenddate)@
Folders No variables
Opportunity Source @leadsource@
List Job Questions (with combo boxes) @jobquestions@ Only for opportunities that use the recruiting template
List Job Questions (just questions) @jobquestionsr@
List Job Skills @jobskills@
Modified Date @modifieddate@
Number of filled positions @candidatefilled@
Number of open positions @openpositions@
Owner @owner@
Opportunity Name @name@
Opportunity Type @type@
Probability @probability@
Requirements @requirements@
Revenue @revenue@
Start Date @startdate@
Start Time @hour(fullstartdate)@:@minute(fullstartdate)@
Status @status@
Template type number @templatetype@


Leads

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@


Email Broadcast

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:
  • examples: @sender.company.address@ will return the address of the sender's company.
  • Includes All standard contact fields
  • Includes All standard company fields

Contacts

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@
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 roleids 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 Categories

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

@me.parent.catlist@

Custom Fields attached to Roles

@rolename.customfieldname@

Variables available for Report criteria

  • @userid@
  • @companyid@
  • @objectid@

The following variable is used to report on data that is on records in a sub-company @company.childid(x)@ where x is index of children ordered by name (1,2,3,4,5,6....n)

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:

Job Fields

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@

Applicant Fields

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.postalcode@ Zip/Postal applicant

Hiring Manager Fields

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
@hiring manager.city@ City of the hiring manager
@hiring manager.state@ State/Province of the hiring manager
@hiring manager.country@ Country of the hiring manager
@hiring manager.postalcode@ Zip/Postal code of the hiring manager

Sender Fields

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.


In addition you can also refer to fields from the sender such as custom fields and company details by using @sender.xxxx@
These variables can be used within Email and Workflow messages.


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

The following variables can only be used in messages associated with workflows:

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.


Signority Variables

SmartSimple's Online Document Signing functionality allows users to manage the entire signing process.

Users can also access details on how the e-signature submission is progressing using the variables below

@HistoryOf(CFNAME,1)@ - will show only the top section of the history i.e. section that displays the overall status of the e-signature submission

@HistoryOf(CFNAME,0)@ - will show only the bottom section of the history i.e. section that displays the progress of the individual signees

@HistoryOf(CFNAME)@ - will display both top and bottom section by default

Other Variables

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: https://@url@
@parentlist@ The full SmartSimple path to the object.
@apptype@ Will return the application ID within the context of a given UTA.

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:

[#(?object=group::id=@fieldname@) ... #]

Where:

  • fieldname is the name of the Select One - User Group field.
  • Replace "..." with the contact variables you wish to display. i.e. ~lastname~

The role the user is assigned within the group can be accessed using ~role~ in the above syntax.

See Also