Field tokens are replaced with the value of a column from the target record, or a record linked through lookup columns. These tokens do not have a keyword to identify them, they just contain the logical name of the column in square brackets. If the column is not in the main source record and is related through lookup columns, them the column name also needs to be prefixed before the column name with information on how to link through to it

Field tokens use column logical names and example are listed below. In all example tokens the template is sourced from a Case (incident)

String column from primary source record

[title] – this token will be replaced with the case title:

Lookup column from primary source record

[ownerid] – This token will display the case owner

Option Set column from primary source record

[casetypecode] – this token displays the Case Type

String column linked through lookup column

[productid.productnumber] – this will display the Product Number of the linked Product

The first part of the token declares to lookup the linked product, then the latter part of the token (separated by a period) specifies the column in that product

String column linked through 2 lookups

[productid.transactioncurrencyid.isocurrencycode] – displays the currency code of the linked products currency

This demonstrates a token which looks up through multiple fields separated by a period to the field being displayed

String column linked through polymorphic lookup column (customer)

[customerid|contact.firstname] – displays first name of the customer where the customer is of type contact

[customerid|account.name] – displays name of the customer where the customer is of type account

Where a lookup field has an ambiguous target type (customer can be either a contact or account) then the lookup part of the token must have the referenced type suffixed with a pipe separator

String column linked through multiple lookup columns where only one is polymorphic

[customerid|account.primarycontactid.firstname] – First Name of the Primary Contact on the Customer Account