Using Object and Web Form fields in automation
When an automation is running you can use fields of included Vine objects as well as fields of a tracking web form .
Object fields are fields of Vine CRM objects. For example, a person has fields such as firstname, lastname, email, phone, and so on which are available in Vine CRM as follows:
Object fields are available in all automation actions. In most actions where object fields are needed, you can select the needed fields from a list, for example:
In addition, in some automation actions, you can use the "[]"-notation to use object fields directly.
Form fields are fields of Vine tracking web forms that you can create on your web pages:
Form Fields are available in an automation if it has been started by the Form Submitted trigger (Earlier, forms could start an automation directly. You can no longer create such forms but existing ones are supported.) You can use the "[]"-notation to enter form fields.
Form fields are supported only in the following actions:
- Send Email
- Send SMS
- Add Event
- Send HTTP Request
Vine Object Fields
Vine object fields are all fields you can see in Vine object edit forms. If a Vine object has been included into automation then you can use its fields in automation actions that happen after the object has been included.
Send HTTP Request object fields
When creating a Send HTTP Request automation action, you enter a name for the object that is created when action happens. The object includes the STATUS and DATA fields returned by the request which you can refer to as : [[HTTPOBJECTNAME. STATUS]] and [[HTTPOBJECTNAME.DATA]]
TRIGGER object fields
An object that started an automation can be referred to in this automation as the TRIGGER object.
You can refer to fields of this object using [[TRIGGER.FIELDNAME]] substitutions.
You can publish simple Vine Web tracking forms on your site.
In automation rules you can refer to web form object fields as follows: [[FORM.FIELD]]
- Person Firstname form field: you can refer to it in automation as PERSON_FIRSTNAME
- Person Lastname: PERSON_LASTNAME
- Country: COUNTRY
- Email or Phone field: EMAILORPHONE
- Company name: COMPANY_NAME
- Phone: PERSON_PHONE2
- Email: PERSON_EMAIL
- Title: PERSON_TITLE
- Event Description field: EVENT_DESCRIPTION
Recipient Person and Linked object fields
It is recommended to click next to the edited field and select recipient and recipient's employer company fields from the list.
However, sometimes it is useful to use direct substitutions and here is a list of substitutions you can use to refer to recipient and its employer fields:
- Recipient person fields. You can refer to fields of recipient person using [[PERSONFIELD]]
- Parameter fields of recipient person. You can refer to parameter values using [[FIELDNAME_->PARAMTABLE.NAME]].
- Fields of object connected to recipient person. For example, the employer company of recipient person. You can refer to fields of employer company of recipient person using: [[1->VY_COMPANY.COMPANYFIELD]].
Please note that in extremely rare cases when you might need to use other parameter fields except NAME you can use the following syntax [[FIELDNAME_->PARAMTABLE.PARAMFIELD]].
Please note that this syntax should be used only in cases when only one object can be connected of this type, such as Employer. In cases, when many objects can be connected with this type of connection, for example, "3"- event attendee, the result will be undefined and you should not use it.
Responsible Person Fields
You can refer to responsible person fields using the [[RESPONSIBLE.FIELDNAME]] substitutions.
For example: [[RESPONSIBLE.ID]], [[RESPONSIBLE.FIRSTNAME]], [[RESPONSIBLE.LASTNAME]]