About Functions and Merge Fields
The Magentrix platform supports Functions (expressions that can process arguments to return a calculated value) and Merge Fields (replaceable expressions that reference specific Entity or system record field) in customized objects like buttons, Email Templates, and URLs.
Functions
Functions are expressions that can accept arguments and then return a value. Functions appear in the following format:
{!functionName([arg1],[arg2],[etc.])}
Functions are distinguished from Merge Fields by the inclusion of parentheses and arguments in syntax. Some functions, like the NOW() datetime function, do not take any inputted arguments but still require the parentheses to work properly. For a list of Functions, see Functions List.
Merge fields
Merge Fields are expressions that reference a specific Entity or system record field. Merge Fields appear in the following format:
{![Entity].[LookupField1.LookupField2.etc.]Field}
Merge Fields are easily distinguishable from Functions by the inclusion of periods and the absence of parentheses in syntax.
Standard Merge Fields are Merge Fields that reference general system information, information on the current user, and information on the organization rather than a specific Entity. Standard Merge Fields are prefixed with $SystemInfo, $User, and $Organization. For a list of Standard Merge Fields, see Standard Merge Fields List.
Syntax
For help with syntax and formatting for Functions and Merge Fields, see Functions and Merge Fields - Syntax and Examples.
What functions and merge fields can be used for on Magentrix:
Use Case | Description |
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Visibility | Use formulas to configure specific user visibility permissions for entities, fields, buttons, layouts and more. |
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Email Templates | Use merge fields and formulas to customize email templates for each recipient. |
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Automations | Use formulas to specify rule criteria in custom email automations for specific entities. |
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Validations | Use formulas to define a condition to verify the values entered into fields. |
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Functions and Merge Fields - Syntax and Examples >>