System Variables
This refers to System Variables defined on the Global Settings page
System Library Variables
This refers to System Library Variables defined on the Global Settings page
- @system.library.variable name@
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 (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
|
Variables
|
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
|
Variables
|
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
- 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@
Parent can be Company, Level 1, Opportunity or Leads
Company
- Primary Contact - @primarycontact@
- Company Name - @name@
- Address - @address@
- Address 2 - @address2@
- City - @city@
- Province - @province@
- State - @state@
- 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
- 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
- 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
- All standard contact fields
- 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
- examples: @sender.company.address@ will return the address of the sender's company.
Contacts
- 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@
- @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)
- @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.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.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
- @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
- @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.
- @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:
- @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.
Other Variables
- @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.
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
|