Variable List

System Variables

This pertains 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 accessible across all instances but can only be created and modified by SmartSimple.

System-Wide Variables

@currentdate@

• Inserts the current date and time

• This can be utilized in most contexts where variables are referenced

Web Page View Variables

@now@

• Inserts the current system date

Local Time Variable

@localhour(fullstartdate)@

• Prefixing the variable with 'local' displays the hour according to the system time zone rather than the default Eastern time. This prefix can also be applied for minutes and for AM/PM designations.

Universal Tracking Application Variables

Level 1

@name@

@type@

@status@

@startdate@

@enddate@

@contact@

@customfieldname@

@name@

@type@

@typecaption@

@type_lang@

@archived@

@branch@

@branchid@

@closedate@

@currencyname@

@currencycode@

@excurrencyname@

@excurrencycode@

@exrate@

@client@

@description@

@enddate@

@hour(fullenddate)@:@minute(fullenddate)@

@modifiedby@ (username); @modifiedbyid@ (userid)

@modifieddate@

@owner@

@ownername@

@ownerid@

@owner.rolelist@

@person@

@person.userid@

@probability@

@requirements@

@revenue@

@revenue.value@

@startdate@

@hour(fullstartdate)@:@minute(fullstartdate)@

@status@

@statusid@

@statuscaption@

@status_lang@

@statusname@

Level 2

@type@

@typecaption@

@typeid@

@eamount@

@assigned@

@contact@

@contact.userid@

@description@

@span@

@enddate@

@endhour@

@endh@

@endampm@

@endminute@

@endhour@:@endminute@

@eventid@

@location@

@objectid@

@objecttype@

@owner@

@ownerid@

@parent.name@

@rootcompanyid@

@startdate@

@starthour@

@starth@

@startampm@

@startminute@

@starthour@:@startminute@

@status@

@statuscaption@

@subject@

@updatedby@

@updatedbyname@

@isallday@

Level 3

@linkparent.fieldname@

Referencing a Level 1 Variable at Level 2

@parent.branch@ or @parent.client@ will be substituted with the company name, and other fields can be referenced as follows:

• @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.

Any fields available for the company object.

Contacts/Users

@firstname@

@middlename@

@lastname@

@fullname@

@phone@

@uphoneext@

@company@

@address@

@address2@

@city@

@province@

@state@

@country@

@countrycode@

@postalcode@

@primaryaddress@ 

@addressbook@ 

@address.region.uscounty.name@

@address.region.uscounty.id@

@owner@

@modifieddate@

@lastlogin@

@cost@

@costunit@

@type@ 

@accesstype@ 

@accesstypeid@

@resourcename@

@isresource@

@prefix@

@suffix@

@uuid@ 

@langname@ 

@langid@ 

@sstimezone@ 

Referencing Level 1 and Level 2 Information from a Level 2 Workflow

@parent.name@

@parent.status@

@parent.startdate@

@parent.enddate@

@parent.contact@

@parent.customfieldname@

@type@

@status@

@startdate@

@enddate@

@contact@

@customfieldname@

Parent may be Company, Level 1, Opportunity, or Leads

@primarycontact@

@name@

@address@

@address2@

@city@

@province@ 

@postalcode@

@country@

@countrycode@

@lat@

@lng@

@phone@

@fax@

@owner@

@website@

@customfields@

@naiccode1@

@naiccode2@

@modifieddate@

@updatedbyname@

@Field Name@

Opportunity, Level 1

@branch@

@closedate@

@company.field@

@contact.rolename.field@

@createddate@

@currency@

@client@

@description@

@enddate@

@hour(fullenddate)@:@minute(fullenddate)@

@leadsource@

@jobquestions@

@jobquestionsr@

@jobskills@

@modifieddate@

@candidatefilled@

@openpositions@

@owner@

@name@

@type@

@probability@

@requirements@

@revenue@

@startdate@

@hour(fullstartdate)@:@minute(fullstartdate)@

@status@

@templatetype@

Leads

@status@

@name@

@address@

@address2@

@city@

@province@

@country@

@postalcode@

@phone@

@fax@

@website@

@firstname@

@lastname@

@prefix@

@suffix@

@title@

@contactphone@

@email@

@description@

@dat_added@

Email Broadcast

@rolename.customfield@

@randompassword@

@password@

@email@

@userid@

@sender.fieldname@

Note:

• Example:

  @sender.company.address@ 

This will return the address of the sender's company.

• Includes All standard contact fields
• Includes All standard company fields

Contacts

@firstname@

@lastname@

@fullname@

@title@

@email@

@phone@

@address@

@city@

@state@

@country@

@countrycode@

@postalcode@

@companyname@

@caddress@

@ccity@

@cstate@

@ccountry@

@cpostalcode@

@cfax@

@cwebsite@

@senderfirstname@

@senderlastname@

@sendercompany@

@senderemail@

@senderphone@

@sendertitle@

@now@

@objectdescription@

Roles

@rolelist@ provides a list of role IDs corresponding to the roles to which the user belongs.

@me.rolelist@

@primaryroleid@ provides the ID for the user's primary role. Please refrain from using the prefix '@me.'.

@primaryroleid@

Organization Categories

@catlist@ lists the role ID of each Organization Category to which the company (Account/Organization) belongs.

@me.parent.catlist@

@categories@ lists the category names of each Organization Category to which the company (Account/Organization) belongs.

@me.parent.categories@

Custom Fields Attached to Roles

@rolename.customfieldname@

Variables Available for Report Criteria

• @userid@

• @companyid@

• @objectid@

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

Utilization of Variables in the Report Template Header

• @args[1]@, @args[2]@ 

These variables are employed within the Report Template Header to retrieve the criteria entered by users.

• @runtime@ 

This variable is used within the Report Template Header to obtain the date and time the report was executed.

Applicant Tracking Email Template Variables

The following variables are employed to create email templates:

Job Fields

@job.name@

@job.client@

@job.stage@

@job.closedate@

@job.manager@

@job.description@

@job.type@

@job.startdate@

@job.enddate@

@job.requirements@

@job.openpositions@

@job.applicantfilled@

@job.branch@

@job.branch.address@

@job.branch.address2@

@job.branch.city@

@job.branch.state@

@job.branch.phone@

@job.branch.country@

@job.branch.postalcode@

@job.branch.website@

@job.client@

@job.client.address@

@job.client.address2@

@job.client.city@

@job.client.state@

@job.client.phone@

@job.client.country@

@job.client.postalcode@

@job.client.website@

@job.custom@

@job.additionalinfo@

Applicant Fields

@applicant.firstname@

@applicant.lastname@

@applicant.title@

@applicant.email@

@applicant.phone@

@applicant.address@

@applicant.city@

@applicant.state@

@applicant.country@

@applicant.countrycode@

@applicant.postalcode@

Hiring Manager Fields

@hiring manager.firstname@

@hiring manager.lastname@

@hiring manager.title@

@hiring manager.email@

@hiring manager.phone@

@hiring manager.address@

@hiring manager.city@

@hiring manager.state@

@hiring manager.country@

@hiring manager.countrycode@

@hiring manager.postalcode@

Sender Fields

@senderfirstname@

@senderlastname@

@sendercompany@

@senderemail@

@senderphone@

@sendertitle@

@now@

Additionally, fields from the sender, including custom fields and company details, can be referenced using @sender.xxxx@
These variables are applicable within Email and Workflow messages.

@sender.address@

@sender.company.name@

@sender.(custom field name)@

Workflow Specific Variables

The following variables are exclusively available for use in messages related to workflows:

@objectname@

@originatorname@

@originatoremail@

@originatorphone@

Signority Variables

SmartSimple's Online Document Signing capability enables users to manage the entire signing process.

Users may also monitor the progress of the e-signature submission utilizing the following variables:

@HistoryOf(CFNAME,1)@ 

This will display only the top section of the history, indicating the overall status of the e-signature submission.

@HistoryOf(CFNAME,0)@ 

This will display only the bottom section of the history, which shows the progress of the individual signees.

@HistoryOf(CFNAME)@ 

This will display both the top and bottom sections by default.

Other Variables

@url@

@parentlist@

@apptype@

Select One - User Group Custom Field

The details of the members within a group stored in 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 assigned to the user within the group can be accessed using ~role~ in the aforementioned syntax.