Field Scripting Variables

Variables are standardized using the following syntax:

$objectname.fieldname

Where objectname is the name of the tab or object (Prospect, Account, Contact, etc.) and the fieldname is the name of the field (owner, description, etc.)

Second-degree Related Objects

Second-degree related objects can also be used in templates, and provide the ability to to drill down to one level of the hierarchical lookup from the object.

Second-degree related object variables are standardized using the following syntax:

$objectname.fieldname.seconddegree

Where objectname is the name of the tab or object (Prospect, Account, Contact, etc.), fieldname is the name of the field (owner, description, etc.) and seconddegree is the name of the second-degree related object

Examples

• To include the email address of a primary contact in a prospect, use this syntax:

$prospect.primary_contact_id.email

• To get the tax_type of an autopolicy insurer, use this syntax:

$autopolicy.insurer.tax_type

Where 'autopolicy' and 'insurer' are objects, and 'tax_type' is a field in the 'insurer' object