Default Variables

Learn about the Aurea CRM includes predefined variables that you can use in triggers.

There are two ways of using variable field contents in triggers:

  • Using the Variable column:
    1. Select a field from the Field column, e.g. FreeC1.
    2. Select the desired option in the Variable column, e.g. "Group".

      Once the trigger is initiated, the name of the current rep's group is output to the FreeC1 field.

  • Using a variable expression in the Field Contents column:
    1. Select a field from the Field column, e.g. FreeC2.
    2. Select "Var. expression" in the Variable column.
    3. Enter the variable expression in the Field Contents column, e.g. "$curTenant".

      Once the trigger is initiated, the current tenant number is output to the FreeC2 field.

The following options and variable expressions are available:

Option in the Variable column

Var. expression in the Field Contents column

Explanation

Today's Date

$curDay

Current date

Start of the week

$curWeek

Current week

Start of the month

$curMonth

Current month

Start of the quarter

$curQuarter

Current quarter

-

$quarter1

1st Quarter

-

$quarter2

2nd Quarter

-

$quarter3

3rd Quarter

-

$quarter4

4th Quarter

Start of the year

$curYear

Current year

-

$prevDay

Yesterday

-

$prevWeek

Previous week

-

$prevMonth

Previous month

-

$prevQuarter

Previous quarter

-

$pyQuarter1

1st Quarter of the previous year

-

$pyQuarter2

2nd Quarter of the previous year

-

$pyQuarter3

3rd Quarter of the previous year

-

$pyQuarter4

4th Quarter of the previous year

-

$prevYear

Previous year

Time

-

Current time (depending on the field format, exact to the nearest minute, second or millisecond).

-

$curTimeMin

Current time (hh:mm)

-

$curTimeSec

Current time (hh:mm:ss)

-

$curTimeMs

Current time (hh:mm:ss:ttt)
Note: If you append "UTC" to $curTimeMin/Sec/Ms, the time is output in UTC rather than the local time.

Rep ID

$curRep

ID of the current rep

Rep

-

Name of the current rep

User

-

Login name of the current rep

Current rep's e-mail address

-

E-mail address of the current rep: E-mail 1 field or E-mail 2 (if E-mail 1 is empty).

-

$curGroup

ID of the current rep's group

-

$curExtGroup

IDs of all groups in the rep’s extended group: the group entered in the Org. Group field and all groups directly allocated to this group in the Group Allocation info area.

Group

-

Name or ID of the current rep's group

Group Leader

-

Name or ID of the current rep's group leader

Deputy ID

-

Name or ID of the current rep's deputy

Superior ID

-

Name or ID of the current rep's superior
Note: The result of the Group, Group Leader, Deputy ID and Superior ID options is dependent on the type of target field. Names are written to text fields, the person or group's ID is written to numeric fields.

-

$curSuperior

ID of the current rep's superior

-

$curLeader

IDs of all groups that the current rep is entered as group leader for

-

$curDeputy

IDs of all reps for whom the current rep is entered as deputy

-

$curTenant

Current tenant

Station

-

Current station

Company

-

FI_StaNo, FI_SerNo and reference of the current company; alphanumeric

Person

-

As for company, but for persons

Property (BTB only)

-

As for company, but for properties

Windows User Name

$curWinUser

Name of the current Windows user

Windows computer name

$curComputer

Windows computer name

Reference as link

-

Includes a link to the trigger record in e-mails, see E-Mail.

Using the corresponding entries in the Configuration info area, links to Aurea CRM products other than Aurea CRM win can also be created, see Links.

Use the Variable default values for conditions configuration entry (MC) to define additional fields in the Station, Rep and Rep Addnal Info (OTC only) info areas that should be available from this list, see General Settings.

You can also add or subtract time periods from variable date expressions. The following units are available:

Function

Explanation

d

day

w

week

m

month

q

quarter

y

year

Examples:

Function

Explanation

$curDay+1y+1d

Tomorrow in one year

$curYear+1m-1d

The last day in January of this year.