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Workflows Overview

879 bytes added, 17:50, 20 July 2017
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==Using variables with workflows==
 
===Notes Workflow===
 
The following variables can be used in Notes Workflows:
 
@notes@ - the body of the note
 
 
To reference fields found on the associated Level 1, Level 2, Level 3, contact or organization record:
 
@parent.fieldname@ or @parent.#fieldID#@
 
 
For Notes at Level 2 you can reference fields on Level 1 using:
 
@parent.parent.fieldname@ or @parent.parent.#fieldID#@
 
The same syntax can be used to call Level 2 fields for Notes at Level 3
 
 
To call Level 1 fields for notes on Level 3:
 
@parent.parent.parent.fieldname@ or @parent.parent.parent.#fieldid#@
 
 
Using the "Variable processed recipients" feature of Workflow Tasks, you can direct a Notes Workflow to the contacts on the record to which the note is attached, using the @parent.owner.userid@ or @parent.[#(?object=contact)~userid~,#]@ syntaxes.
=Using workflows=
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