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Difference between revisions of "Template Variable Contexts"

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Template variables have slightly different syntax in different contexts. The template variable tools gives you the possible variables in the correct syntax for each context:  
Template variables have slightly different syntax in different contexts. In addition, the available variables can differ between contexts. The template variable tool gives you the possible variables, in the correct syntax for each context:
:{|
:{| border="1" cellpadding="5" cellspacing="1"
| [[Print a Record|Record Printing]] || '''Designer > Data > Objects > {object} > Print Templates > {template}'''
 
! align="left"|Context
! align="left"|Available Variables
 
|-
|-
| [[Actions]] || '''Designer > Data > Objects > {object} > Actions > Execute JavaScript'''
|  
* [[Email Templates]] and Letterheads
* [[Web Form]] notifications and auto-response email messages
|
* [[Template Variables in Email Templates]]
* [[Template Variables in Service Provider Email Messages]]
* [[Global Template Variables]] (custom variables)
* Record, User, Company, and Date/Time fields
* History fields (last comment and recent notes)
|-
|-
| [[Web Forms]] || '''Designer > Data > Objects > {object} > Web Forms > {web form} > Email Notification Details'''
|  
* [[Document Templates]]  
|
* [[Global Template Variables]]
* Record, User, Company, and Date/Time fields
* History fields (last comment and recent notes)
 
|-
|-
| [[Workflows]] || '''Designer > Data > Objects > {object} > Workflows > {workflow} > Notification Templates'''
|  
* [[Custom Form Actions]]  
|
* [[Template Variables for Actions Using Execute JavaScript]]
* User fields
|-
|-
| [[Web Tabs]] || '''Designer > Presentation > Web Tabs > {web tab}'''
|
* [[Rules and Rule Sets]]  
|
* Record fields
 
|-
|-
| [[Components]] || '''Designer > Logic > Components > {component}'''
|  
* [[Web Tabs]]
|
* User Fields, Company Fields
|}
|}


In the Sales Force Automation application, where you can send Emails from [[Accounts]], [[Contacts]], and [[Prospects]] records:
'''For Service Provider emails:'''
:* '''Workspace > All Items > Templates > [New Template]'''
:* From the {{Service Provider URL}}
{{#if: {{ShowIsvInfo}} |
:* Go to '''Settings > Service Provider Settings > Manage Email Templates'''
For Service Provider emails:
:* '''Settings > Service Provider Settings > Manage Email Templates'''}}

Latest revision as of 23:54, 18 March 2015

Template variables have slightly different syntax in different contexts. In addition, the available variables can differ between contexts. The template variable tool gives you the possible variables, in the correct syntax for each context:

Context Available Variables
  • Record fields
  • User Fields, Company Fields

For Service Provider emails:

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