The following table provides a list of merge field codes that automatically map to certain values, mostly having to do with assignees. These predefined codes make it easy to quickly map merge fields to assignees' contact information. This technique can also be used for custom fields of type Involved, as described in Automatically Mapped Custom Fields.
Note: The technique behind the merge field codes for people is that the colon (:) is replacing the navigation.user.contact or .contact.
Object record type |
System field |
Predefined merge field code |
Any record type (matters, tasks, involved parties, and so on) |
Current date Note: The date will be formatted using the format specified in System Settings. If you want to use a different format, do not automap the date. |
<<@date>> |
First name and last name of current user from his/her contact record |
<<@user:firstName>> <<@user:name>> |
|
Name of user who created the record |
<<@createdBy:firstName>> <<@createdBy:name>> |
|
Task |
Task assignee's first name and last name Note: These merge fields can be used inside of filter@ or loop@ merge fields that identify task records |
<<@currentAssignee:firstName>> <<@currentAssignee:name>> |
Any project (such as Matters) |
Main assignee's name information from contact record |
<<@mainAssignee:prefix>> <<@mainAssignee:firstName>> <<@mainAssignee:name>> <<@mainAssignee:suffix>> <<@mainAssignee:title>> |
Main assignee's contact ID |
<<@mainAssignee:numberString>> |
|
Main assignee's default address from contact record |
<<@mainAssignee:street>> <<@mainAssignee:city>> <<@mainAssignee:state>> <<@mainAssignee:postalCode>> |
|
Main assignee's default email address |
<<@mainAssignee:email>> |
|
Main assignee's default phone |
<<@mainAssignee:phone>> |
|
Main assignee's default fax |
<<@mainAssignee:fax>> |
|
Main assignee's default Internet address |
<<@mainAssignee:inetAddress>> |
|
Main assignee's default rate |
<<@mainAssignee:defaultRateValue>> |
|
Main assignee's Social Security number or Tax ID |
<<@mainAssignee:ss>> |
