Chaining Syntax

• : syntax: [Field: linked_field_name:actual_data_field] (most common method).

This method is most commonly used to get field data from a linked record. It is possible to use the chaining syntax multiple times in a row to get data from a field that may be 1, 2, or 3 linked records away. There is no limit on how many times you can use the : syntax in a row.

Note: The : syntax is used in a unique way when setting up email notification templates.

: Syntax Example (one chain): We want to get the phone number of the linked contact for our field "Account Owner". We would use the name of the field as the first part of the syntax and then add a colon : to get the phone number. [Field: account_owner:phone]. This would return the phone number of the linked contact.

: Syntax Example (multiple chains): We want to get the name of a person in our "contact" module. Our starting point is a module named "support". Our support module links to our "account" module which then links to our "contact" module. To get the name of the contact we will need to use the chaining syntax multiple times. [Field: first_linked_field:second_linked_field:contact_name_field]. This would return the contact name from the contacts module. 

When using Field Syntax to get data from the “Radio” and “Select” field types, it is important to note that these field types support multiple options, and each option has a respective ID and “text” value.