Custom User Defined Fields can be referenced using the following naming convention with all spaces removed:
<<UDF:{Udf Category (ex. Loan or Contact)}:{Udf.Name (ec. Original Closing Date)}>>
 

EXAMPLES
 

Category: Loan
UDF Name: "Text Loan Udf"

«UDF:Loan:TextLoanUdf»

 

Category: Loan

UDF Name: "Integer Loan Udf"

«UDF:Loan:IntegerLoanUdf»

​

Category: Loan

UDF Name: "Decimal Loan Udf"

«UDF:Loan:DecimalLoanUdf»

​

Category: Loan

UDF Name: "Percentage Loan Udf"

«UDF:Loan:PercentageLoanUdf»

​

Category: Contact

UDF Name: "first contact udf"

«UDF:Contact:firstcontactudf»

 

Category: Contact 

UDF Name: "second contact udf"

«UDF:Contact:secondcontactudf»