Difference between revisions of "Using the Template Variable Tool"

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This tool is used to look up the names of variables that can be used in templates. The variables are based on fields in objects:
This tool is used to look up the names of variables that can be used in templates.<br> The variables are based on fields in objects:
:[[File:TemplateVariableTool.jpg]]
:[[File:TemplateVariableTool.jpg]]


To lookup a template variable:
'''To lookup a template variable:'''
#Choose a Category
#Choose a Category
#:'''Category''' - Contains multiple categories of fields you can choose.
#:'''Category''' - Contains multiple categories of fields you can choose.
Line 13: Line 13:
:Note: The field ''Name'' is displayed. It is likely to be somewhat different from the field ''Label'' that is displayed in the GUI.
:Note: The field ''Name'' is displayed. It is likely to be somewhat different from the field ''Label'' that is displayed in the GUI.


===User Date Fields===
;Date and Time Fields:
There are two date variables in the User Fields category
The Date and Time category contains:
:* <tt>$today</tt> (Current Date) always shows the date in a standard format. The value on June 24, 2011 would show as "24 June, 2011".
:* '''Current Date:'''
:* <tt>$today_dateformatted</tt> (Current Date User Date Format) gives the date format, if any, set by the user or, by default, set for the company. For a date format of mm/dd/yyyy, the value on June 24, 2011 would show as "06/24/2011".
:*: Inserts <tt>$today</tt>, which displays the date in the standard format.
:*: On June 24, 2011 the date would be displayed as "24 June, 2011".
:* '''Current Date User Date Format:'''
:*: Inserts <tt>$today_dateformatted</tt>, which uses the format set by the user, or by default, the format set for the company.
:*: For a date format of mm/dd/yyyy, the value on June 24, 2011 would show as "06/24/2011".

Latest revision as of 22:41, 31 July 2013

This tool is used to look up the names of variables that can be used in templates.
The variables are based on fields in objects:

TemplateVariableTool.jpg

To lookup a template variable:

  1. Choose a Category
    Category - Contains multiple categories of fields you can choose.
  2. Choose a field from the Category
    Fields - Contains the fields available in the selected category.
  3. The variable name is displayed. For example:
    Variable field: $user.full_name
  4. Copy the variable name from the field and paste it into your template or email.
Note: The field Name is displayed. It is likely to be somewhat different from the field Label that is displayed in the GUI.
Date and Time Fields

The Date and Time category contains:

  • Current Date:
    Inserts $today, which displays the date in the standard format.
    On June 24, 2011 the date would be displayed as "24 June, 2011".
  • Current Date User Date Format:
    Inserts $today_dateformatted, which uses the format set by the user, or by default, the format set for the company.
    For a date format of mm/dd/yyyy, the value on June 24, 2011 would show as "06/24/2011".