Smartstaff
2
edits
Changes
no edit summary
The [[Web Page View Field]] provides the ability to display a fully formatted document or web page.
In constructing this type of page HTML is used in conjunction with the following variables. ==Variable List== <u>'''User Variables'''</u>
=Variable List=
==Current User==
''Note: "me" -- refers to the current user''
'''@me.companyname@'''
==UTA Level 1, Sales Opportunity and Job Variables==
'''@name@''' - standard field '''Application Name'''.
'''@status@''' - standard field '''Status'''
'''@typecaption@''' - standard field '''Application Template Type Caption'''. '''@statuscaption@''' - standard field '''Status Caption''' '''@type_lang@''' - standard field '''Application Template Type (Based on user language setting)'''. '''@status_lang@''' - standard field '''Status (Based on user language setting)''' '''@description@'''
'''@requirements@'''
'''@probability@'''
'''@modifiedby@''' / '''@modifiedbyid@'''
'''@modifieddate@'''
'''@enddate@'''
'''@createddate@'''
'''@createdby@'''
'''@jobquestions@''' - displays as combo boxes
'''@owner.field@'''
Example: '''@owner.fullname@''' or '''@owner.address@'''
'''@peopleperson.field@'''
Example: '''@peopleperson.fullname@''' or '''@peopleperson.address@'''
'''@company.field@'''
Example: '''@company.name@''' or '''@company.address@'''
Example '''@company.owner.email@'''
'''@branch.field@'''
Example: '''@branch.name@''' or '''@branch.address@'''
'''@apptype@''' the Application ID (appid) of the UTA.
'''@subject@'''
'''@owner@'''
'''@eownerid@''' - userid of the owner
'''@contact@'''
'''@eventid@'''
'''@typename@'''
'''@objectid@'''
'''@rootcompanyid@'''
'''@rootcompany.name@'''
'''@contact.field@'''
'''@parent.'''''fieldname'''''@''' or '''@parent.#'''''fieldid'''''#@''' (Note: All field names should be entirely lower case.)
<u>'''UTA Level 1 variables called from UTA Level 3'''</u>
If your '''Web Page View''' is at Level 3, you can call Level ` 1 variables using:
'''@parent.parent.'''''fieldname'''''@''' or '''@parent.parent.#'''''fieldid'''''#@''' (Note: All field names should be entirely lower case.)
<u>'''Level 3 Associated Parent (Opportunity) '''</u>
Where Payment Allocation is enabled you have two models to choose from before configuring: usually the Associated Parent is a Funding Stream of Overall Budget (event) and the associated object is the Disbursement (Level 3). In less granular cases the Associated Parent is the opportunity.
<u>'''Level 3 Associated Parent'''</u>
If Payment Allocation is enabled, you can pull fields from the Associated Parent using the following variable:
'''@linkparent.''fieldname''@'''
If your associated payment is linked to the event you can pull fields from the opporunity using the following variable:
'''@linkparent.''parent''.fieldname@''' So '''@linkparent.''parent''.branch@''' will return: '''SmartSimple Inc.'''
On the company/branch:
'''@linkparent.parent.branch.''Transit''@''' will return: '''''1950'''''
=Field List=
<u>'''People Fields'''</u>
firstname, lastname, fullname, title, email, phone, company, address, address2, city,
province, state, country, postalcode, owner, modifieddate, cost, costunit, type, resourcename, isrecource, uprefix (prefix), usuffix (suffix), uphoneext (Phone Extension)
<u>'''Company Fields'''</u>
name, address, address2, city, province, state, country, postalcode, phone, fax, website
<u>'''Lead Fields'''</u>
status, description, name, phone, fax, address, address2, city, state, province, country,
postalcode, website, firstname, lastname, contactphone, title, email, dat_added
=UTA Contact and Account Variables=How to display contact information for people associated in the Contacts section==Owner:
: <span style="font-size: medium;">'''Use the variable@owner.''fieldname''@'''</span>Person (Level 1 only):
: <span style="font-size: medium;">'''@contactperson.rolename.field''fieldname'''''@</span>Assigned (Level 2 only):
: <span style="font-size: medium;">'''where@assigned.''fieldname''@'''</span>Company (Level 1 only):
: <span style="font-size: medium;">'''@client.''fieldname''@'''rolename = the name </span>Use @client.categoryids@ to return a list of [[Determining the role that has been assigned to the contact on categoryid|category IDs]] - comma delimited - note the Level One item'''leading comma - e.g. ",1234,555,666,"
==Level 1 Contacts/Accounts==
===Individual===
To display information for a <u>single</u> contact/account in the Level 1 contacts/accounts section:
* ''rolename'' ==How the name of the role that has been assigned to display the contact information for Companies (Accounts) associated in /account on the Contacts section=Level One item* ''fieldname'' =the name of the field that is located on the contact's record.Example:
: <span style="font-size: medium;">'''rolename [#(?object= the name contact) ~''fieldname''~ #]''' </span> or <span style="font-size: medium;"> '''[#(?object=company) ~''fieldname''~ #]''' </span>See [[#To display a list of the role that has been assigned Activities (Level 2 or 3), Notes, Contacts or Companies|below]] for details on how to filter and sort the Company on the Level One item'''list(s).
* '''field Note''': to display the role that the contact or account is assigned on the Level 1 record use: <span style= "font-size: medium;">'''~role~'''</span>* '''Note''': to display the name of the field that is located on the Companycontact's recordcompany use: <span style="font-size: medium;">'''~companyname~'''.</span>
==Level 2 Contacts/Accounts==
===Individual===
To display information for a <u>single</u> contact in the Level 2 contacts section:
* ''rolename'' ==How the name of the role that has been assigned to display a list of UTA the contact on the Level 1 Activities, Contacts or Companies=Two item* ''fieldname'' =the name of the field that is located on the contact's record.Example:
===Contacts===To display a list of the contacts assigned at Level 2: : <span style="font-size: medium;">'''Example[#(?object=contact) ~firstname~ ~lastname~ ~email~ #]'''</span>To display only contacts assigned at Level 2 with a specific role/roles (only relevant if the Level 2 Multiple Contact List is enabled) : <span style="font-size: medium;">'''[#(?object=contact::criteria=roleid=12345) ~firstname~ ~lastname~ ~email~ #]'''</span>To get the intersection record identifier (equivalent to ~oprid~ at Level 1) (i.e. for use in [[Pandora]] functions) : <prespan style="font-size: medium;">'''[#(?object=contact) ~lnkid~ #]'''</span> To display the contact's profile status: : <tablespan style="font-size: medium;">'''[#(?object=activitycontact) ~firstname~ ~lastname~ ~ustatusid~ #]'''</span>'''Notes:''' * Contacts at level 2 cannot be filtered by rolename, only roleid* If the multiple contact list is enabled use '''~role~''' to display the assigned role. ===Accounts===To display information for a <u>single</u> account in the Level 2 accounts section: : <span style="font-size: medium;">'''@companies.''rolename.fieldname''@'''</span>To display a list of the companies assigned at Level 2: : <span style="font-size: medium;">'''[#(?object=company::orderby=startdatename)~name~ #]'''<tr/span>To get the intersection record identifier (i.e. for use in [[Pandora]] functions) : <tdspan style="font-size: medium;">'''[#(?object=company) ~subjectclnkid~#]'''</tdspan>'''Notes:''' :* The Account standard field is only available at Level 2 when the Multiple Account list is enabled. See [[Relating Contacts and Accounts to the Universal Tracking Application#The Account List Field|here]] for details. ==To display Level 1 Company Role or Contact Role custom fields==<span style="font-size: medium;">'''[#(?object=company;)$?opc_''customfieldid''$#]'''</span> or <span style="font-size: medium;">'''[#(?object=contact;)$?opr_''customfieldid''$#]'''</span> '''where:''' * customfieldid = the numeric id of the custom field '''Note:''' for level 2 records (when the multiple contact/company list(s) are enabled) use $?opr2_''customfieldid''$ and $?opc2_''customfieldid''$ Following the same format above, you can also reference custom fields on the company role using the @#field id#@ syntax. <tdu>~location~'''Contact Detail'''</tdu> ~uprefix~ ~firstname~ ~lastname~ ~uaddress~ ~uaddress2~ ~ucity~, ~ustate~ ~upostalcode~ ==To display Company Association or Contact Association fields==The syntax for extracting information on the entity to which they are associated is as follows . . . <tdspan style="font-size: medium;">'''[#(?object=association)~startdatename~~standard field name~ $?afc_custom field id$ $?afc_custom field name$#]<br /td><br /tr>'''[#(?object=companyassociation)~standard field name~ $custom field id$ $custom field name$#]'''</tablespan> '''where:'''
</prespan style="font-size: medium;">*Note: Search results normally display in ascending order. You may use '''desc''' option to display results in descending order.'''Example''':<pre> <table>[#(?object=activity;orderby=startdate descassociation)<tr><td>~subjectafcompanyid~#]<br /td><td>~location~<br /td><td>'''[#(?object=companyassociation)~startdateafroleid~</td></tr>#]'''</tablespan>
Other '''To sort on custom fieldintersection'''specific variables options include:<pre><table> [#(?object=activity;orderby=tbl_custom field id.valuestr)<tr><td>~location~</td><td>~startdate~</td></tr>#]</table>
==Role Based Custom Fields==When you have a [[Custom Field]] such as a [[Web Page View]] or [[MS Word Merge]] that is located <u>'''To list a specific activity type onlyon''':<pre><table>[#(?object=activity;orderby=startdate;criteria=typename='')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</tableu>a User Role or Company Role you can access:
: <table>[#(?objectspan style=activity"font-size: medium;orderby=startdate;criteria=typeid=">'''@levelone.''fieldname''@''')<tr><td>~subject~</tdspan>or <tdspan style="font-size: medium;">~location~</td><td>~startdate~</td></tr>#]'''@levelone.''customfieldid''@'''</tablespan>Contact Information:
: <span style="font-size: medium;">'''@company.''fieldname''To list activity based on a specific status name or status id@''':<pre/span>or <table>[#(?objectspan style=activity"font-size: medium;orderby=startdate;criteria=statusname=">'''@company.''customfieldid''@''')<tr><td>~subject~</tdspan>When you want to refer to a User Role based [[Custom Field]] '''<tdu>~location~from</tdu><td>~startdate~</td></tr>#''' a [[UTA]]</table>Level 1 record use the following syntax:Owner:
: <table>[#(?objectspan style=activity"font-size: medium;orderby=startdate;criteria=status">'''@person.id='')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]fieldname''@'''</tablespan>Contact:
:* ''objectname'To format ' is the name of the start date and start timeitem to be listed.:: Either: '''address, activity, assign, contact, user, group, company, notes, association, companyassociation, transaction, timesheet''', '''level-1''', '''utaproviderL1''', '''utaproviderL2''', '''utaconsumerL1''', '''utaconsumerL2''' or '''linkactivity''':<pre>~date_format:* ''standardfieldname'' is the name of a standard field (startdatebetween tildes,~):* ''customfieldname'%Y-%m-%d'is the name of a custom field (between dollar signs, $) as startdate~</pre>
'''or''Notes:'<pre>~date_format(startdate,'%h:%i %p') as starttime~</pre>
:*NoteYou can refer to [[Custom Fields]] in the list using the Custom Field ID instead of the field name, still between dollar signs ('''$12345$'''):* '''level-1''' can only be used as an object when referenced from a contact record. Also '''level-1''' will only list the level 1s that the contact has been added to in the contacts section.:* You can include text as well as variables within the [#...#] syntax.:* When using this syntax for [[Web Page View]]s, [[Custom Field Type: If Read Only – System Variables|Read Only – System Variables]] etc. you wish will usually want to use include HTML table formatting within the '''[#...#]'"orderby=startdate"''syntax (see examples below). For [[MS Word Merge]] custom fields the table defined on the MS Word Template document, along with a date format other than yyyy-mm-dd you must use a slightly different syntaxthe columns delimited by pipes (|) within the '''[#...#]'''.:*Using ''"'~Index~date_format''' can be used to number the lines (startdate1,2, 3...) '%d-%m-%Y') as startdate~"'Note:''' ~index~ does not work for all lists. For example, it cannot be used when using listing contacts associated with a Level 1.:** ''"orderby=startdate"~Index~'' will cause the date to be ordered by dd-mm-yyyy (rather than yyyy-mm-ddupper case 'I') starts numbering at 1, which is chronological''~index~'' (lower case 'i')starts numbering at 0.~eventid~ will display the id of the level 2.
'''Options:'''
{| class="wikitable"
|-
||'''Option'''
||'''Effect'''
|-
||<span style="font-size: medium;">orderby=''standardfieldname''</span>
||Sorts the list in ascending order by the standard field specified
|-
||<span style="font-size: medium;">orderby=''standardfieldname'' desc</span>
||Sorts the list in descending order by the standard field specified
|-
||<span style="font-size: medium;">orderby=tbl_''customfieldid''.valuestr</span>
||Sorts the list in ascending order by the custom field specified
|-
||<span style="font-size: medium;">criteria=''standardfieldname''='''value'''</span>
||Filters the list by the standard field and value specified
|-
||<span style="font-size: medium;">criteria=tbl_''customfieldid''.valuestr='''value'''</span>
||Filter the list by the custom field and value specified
|-
||<span style="font-size: medium;">criteria=(''standardfieldname''='''value''' or ''standardfieldname''='''value''')</span>
||For multiple criteria when '''either''' conditional criteria can apply
|-
||<span style="font-size: medium;">criteria=(''standardfieldname''='''value''' AND ''standardfieldname''='''value''')</span>
||For multiple criteria when '''both''' conditional criteria must apply
|-
||<span style="font-size: medium;">groupfunction=''aggregatefunction''</span>
||Performs specified aggregate function on the listed fields<br />Ex. sum, count, countdistinct
|}
* '''To list level two entity at level one using level two fieldname instead of customfield ID <pre>[#multiple options (?object=activity;i.e. a criteria=typeid=and an orderby option) can be included, separated by doubled colons (::)'19997';)<tr><td>~index~</td><td>Folder</td><td>$Field Name$</td><td>$customfieldID$</td><td>$customfieldID$</td></tr> #]</pre>
[#(?object=company;orderby=nameactivity)<td>|~statusname~|~typename~|$speciality$|$?opc_fieldid123456$</td>|#]:: ''See [[MS Word Merge]] for further details on including tables on MS Word Merge documents'': :* To reference the Consumer UTA Level 1 owner name and ownerid from a Provider UTA Level 1 Read Only - System Variable custom field
[#(?object=utaconsumer::criteria=statusname IN ('Placed','OR''Resigned/Terminated'))~ownername~,~ownerid~ #]
{||-!|First Name!|Last Name!|E-mail Address!|Cell Phone Number|-||~uaddressfirstname~ ||~uaddress2lastname~||~email~||$Cell Phone$|}
[#(?object=contact::orderby=lastname::criteria=rolename='Internal People''@fullstartdate@''')#]
@dayweekowner.[#(currentdate?object=association)~name~ (Phone ~phone~) #]@ - name of day
,@monthme.[#(fullstartdate?object=association::criteria=roleid=54545)~afcompanyid~,#]@ - month number
@dayweekme.parent.[#(fullstartdate?object=association::criteria=roleid='12345')~firstname~ ~lastname~ (Phone ~phone~) #]@ - name of day
[#(?object=association::criteria=(afstartdate is null OR afstartdate<='@date(currentdate)@') AND (afenddate is null OR afenddate>='You can also parse out a particular @date format in a date field(currentdate)@''':))~userid~,#]
<pre>[#(?object=activity)<!--@minutesscalculation(date_format(datefield"$fieldname$","%M %d, %Y"))@ - returns the minute value in datefield->#]</pre>
</pre>
:* To sort descending by a custom field called ''Total Hours'' with a custom field id of 'Example:'67292'': <pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity::orderby=tbl_67292.valuestr desc)Subject: ~subject~Total Hours: $Total Hours$Start Date: ~startdate~#]</pre>'''Note:''' ''$Total Hours$'' in the list could be listed as ''$67292$'' with the same result.
<!pre style="white-space: -@elseo-pre-wrap; word-wrap: break-word;">[#(?object=utaconsumerL1::orderby=tbl_15868.valuestr*1::criteria=(statusname='Member Review'))</pre>'''Note:''' ''$Staff Final Score$'' in the list could be listed as ''$15868$'' with the same result.
:* To list a specific activity type only:
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity::orderby=startdate::criteria=typename='This Activity Type')~subject~~location~~startdate~#]
</pre>
<pre>
<!--@sslogicsscalculation('@clientgender@'xml.XML Field.People.Person[#(?criteria='Male')--> <input "~type="checkbox" value="checkbox.nodevalue~" checked> Male <input type="checkbox" value="checkboxA"> Female<!--) 1+#]@else0)--> <input type="checkbox" value="checkbox"/pre> Male <input typepre style="checkbox" value="checkbox" checked> Female<!white-space: -o-pre-@endwrap; word-wrap: break-word;">lt;br>#]</pre> :* To list notes (from the record that contains the notes):
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=notes::orderby=createddate desc)~notes~~createddate~~username~#]
</pre>
::: ''Note: This syntax is for "Public (Default)" notes only, not custom note types.
::
::* To list all companies under a parent company record:
[#(?object=company) ~name~ #] ::* To list all L3 allocations within a L2 budget record: [#(?object=How to display check boxes in linkactivity) ~subject~ #] ::* To sum or count all the Web Page View==L3 allocations from the budget L2 record:
</pre>
:::: ''Note: This syntax is for "Public (Default)" notes only, not custom note types.
'''To do a sum of all the unpaid payment transaction:
{|
|-
||Total Paid: [#(?object=transaction::criteria=trstranstype=11 and tbl_1145339.valuestr='Paid'::groupfunction=sum)$1145183$ <!--"145339$-->#] Note: $1145339$ - Status of payment $1145183$ - Payment Amount
|}
==Referencing Standard Fields of UTA Providers==
{| class="wikitable"
|+style="text-align:left"|Level 1 Field Name and Variable List
|-
!|Field Name
!|Variable
|-
||Application Name
||~name~
|-
||Type Name
||~typename~
|-
||Type ID
||~type~
|-
||Status Name
||~statusname~
|-
||Status ID
||~statusid~
|-
||Start Date
||~startdate~
|-
||End Date
||~enddate~
|-
||Close Date
||~closedate~
|-
||Branch
||''No variables''
|-
||Branch ID
||~branchid~
|-
||Currency
||''No variables''
|-
||Exchange Currency
||''No variables''
|-
||Currency Exchange Rate
||''No variables''
|-
||Customer
||~client~
|-
||Customer ID
||~companyid~
|-
||Modified By
||''No variables''
|-
||Modified Date
||''No variables''
|-
||Owner (full name)
||~ownername~
|-
||Owner (userid)
||~updatedby~
|-
||Person (full name)
||''No variables''
|-
||Person (userid)
||~oppeopleid~
|-
||Role Name
||~rolename~
|-
||Role ID
||~conroleid~
|}
'''Example:'''
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1) ~typename~ | ~statusname~ <br />#]</pre>
{| class="wikitable"
|+style="text-align:left"|Level 2 Field Names and Variables List
|-
!|Field Name
!|Variable
|-
||Activity Type
||~typename~
|-
||Activity Type ID
||~typeid~
|-
||Owner
||~ownername~
|-
||Owner ID
||~eownerid~
|-
||Assigned People
||''No variables''
|-
||Status
||~statusname~
|-
||Status ID
||~statusid~
|-
||Subject
||~subject~
|-
||Description
||~description~
|-
||Location
||~location~
|-
||Amount
||~eamount~
|-
||Start Date
||~startdate~
|-
||End Date
||~enddate~
|-
||Opportunity ID
||~cevconoppid~
|-
||Event ID
||~cevprovevtid~
|-
||Rolename
||~rolename~
|-
||Role ID
||~cevroleid~
|}
'''Example:'''
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL2) ~typename~ | ~statusname~ <br />#]</pre>
If you have multiple different UTAs connected as providers, you can use criteria to filter:
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1::criteria=provappid="12345") ~typename~ | ~statusname~ <br />#]</pre>
==To Format the Start Date or Start Time==
::: <span style="font-size: medium;">'''~date_format(startdate,'%Y-%m-%d') as startdate~'''</span>
:::: or
::: <span style="font-size: medium;">'''~date_format(startdate,'%h:%i %p') as starttime~'''</span>
'''Note:'''
:::* If you wish to use ''"orderby=startdate"'', along with a date format other than yyyy-mm-dd you must use a slightly different syntax.
:::* Using ''"~date_format(startdate,'%d-%m-%Y') as startdate~"'' when using ''"orderby=startdate"'' will cause the date to be ordered by dd-mm-yyyy (rather than yyyy-mm-dd, which is chronological)
:::* To avoid this, change ''"date_format(startdate,'%d-%m-%Y') as '''startdate'''"'' to ''"date_format(startdate,'%d-%m-%Y') as '''sdate'''"''
==Displaying Both Level 2 and Level 3 Activities at Level 1==
When displaying a list of '''Level 2''' activities using the '''[#(?object=activity;)...#]''' syntax, the corresponding '''Level 3''' activities can be displayed under each of the parent '''Level 2''' activities.
To facilitate this you must create a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] field '''at''' Level 2 that contains the list of Level 3 activities, formatted and filtered as desired.
:::: ''You can use [[Visibility Condition]]s, [[Role Field Permissions]] or [[Status Field Permissions]] to prevent the field from being displayed on the Level 2 record.
'''Example:'''
::* Create a Level 2 [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] Custom Field called '''Level 3 Activity List''' with the following:
[@(?object=activity::orderby=typename)@]
{|
|-
||Level 3 Activity: ~typename~
||~location~
|}
Then create either a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] at Level 1:
[#(?object=activity::orderby=startdate) #]
{|
|-
||Level 2 Activity: ~subject~
||~statusname~
||~startdate~
||~enddate~
|-
||
| colspan="3"|$Level 3 Activity List$
|}
:::: '''where''' "Level 3 Activity List" is the name you gave the [[Custom Field Type: Read Only – System Variables|Read Only – System Variable]] field
::* Use two "'''|'''" (pipes) to separate '''id''' and '''value''' to be checkedwhere 1199639 is customfield idif it is used on the same level '''@1199639@'''if it is used on the child level '''$1199639$'''To display a list of Level 2 activities, including any Level 3 activities under their parent Level 2 activity:
{||-||Level 2 Activity: ~subject~||~statusname~||~startdate~||~enddate~|-||| colspan="3"|[@(?object=How to display level three activities at level one in the Web Page View=activity;orderby=typename)@]{||-||Level 3 Activity: ~typename~||~location~|}|}
</pre>
<pre>
<table border=1>!--@sscalculation(@xml.XML Field.People.Person[#(?objectcriteria=activity;orderby=startdate) <tr><td colspan=2>"~subjecttype.nodevalue~</td><td>~location~</td><td>~startdate~</td></tr><tr><td> <table bgcolor" =="00FFFFA"> [) 1+#]@(?object=activity;orderby=startdate0)<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>@] </table--></td></tr> #]</tablepre>
==How to Filtered XML display output==<pre>@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" == "A")~FirstName.nodevalue~ ~LastName.nodevalue~<br />#]@</pre> =Date/Time Variables===Standard Fields Date/Time=='''Variable List:''' ::: {| border="1" cellpadding="5"'''Start Date''''''End Date''''''Close Date'''<br />''Level 3 Activities at 1 only'''''Modified Date''''''Display Format'''@startdate@@enddate@@closedate@@modifieddate@Date formatted according to user preferences (At Level 1 using Read OnlyModified Date also includes the time: 15:40)@longstartdate@@longenddate@@longclosedate@@longmodifieddate@Friday, January 23, 2009@fullstartdate@@fullenddate@@fullclosedate@@fullmodifieddate@2009-01-23 15:40:00@datetime(fullstartdate)@@datetime(fullenddate)@@datetime(fullclosedate)@@datetime(fullmodifieddate)@2009-01-23 15:40:00@date(fullstartdate)@@date(fullenddate)@@date(fullclosedate)@@date(fullmodifieddate)@2009-01-System Variable Field in Web Page View==23
@monthname(fullstartdate)@ @day(fullstartdate)@, @year(fullstartdate)@
::* To display the End Time in the format '''06:45PM''' you would use:
::: {| border="1. Create a '''Read Only " cellpadding="5"VariableContentDisplayComment@datetime(currentdate)@current date and time as for yyyy-mm-dd HH:mm:ss2013-01-22 17:55:22See also [[Obtain Server Date and Time]]@date(currentdate)@current date as for yyyy-mm-dd2013-05- System Variable''' field at '''Level 2'''17 @currentdate@current date2009 January 25 @now@current date and time2009 August 25 11:05AMWorkflows only.Not available within [[UTA]]s
::: {| border="1" cellpadding="5"
@month(currentdate)@current month number@monthname(currentdate)@name of current month@day(currentdate)@current day@dayweek(currentdate)@name of current day@year(currentdate)@current year@hour(currentdate)@current hour using 12 hour clock (0-12)@ampm(currentdate)@AM or PM reference for current time@hour24(currentdate)@current hour using 24 hour clock (0-24)@minute(currentdate)@current minute
::: {| border="1" cellpadding="5"VariableContentDisplay@date('''Internet Explorer'fieldname'')@custom field date as for yyyy-mm-dd2013-05-17
'''FireFoxExamples:'''
</pre>
</pre>
==How Adding a File Upload button==To display a button to upload to display a Dynamic Data grid [[Single File]] or [[Multiple Files]] custom field==:
'''Example:''' <input class="Button" type=How to display the Transaction types="button" value="Multiple files..." />
</pre>
You may also use @fieldname.uploadlink@ to get the url for the upload page and construct your own function to open the window.
<input class="Button" type="button" value="Upload" /><pre>function openupload(url){ @company upload_window = window.[#open(?objecturl,'upload_window', 'menubar=transactionyes,scrollbars=yes,width=800,height=600,status=no,resizable=yes,dependent=yes,alwaysRaised=yes'); upload_window.opener = window; upload_window.focus()<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@;}
</pre>
::: <prespan style="font-size: medium;">'''@HistoryOf(status)@'''</span>::: <span style="font-size: medium;">'''@branch.[#HistoryOf(?object=transactionstatuscaption)@'''<tr/span>For a [[Custom Field]]:::: <tdspan style="font-size: medium;">~details~'''@HistoryOf(''customfieldid'')@'''</tdspan>OR::: <tdspan style="font-size: medium;">~subject~'''@HistoryOf(''customfieldname'')@'''</tdspan>'''Notes:''':::* ''HistoryOf'' is case sensitive.:::* See the [[HistoryOf function]] page for a complete description of this variable and its uses. <!--:::* You can only obtain the history of the Status field and [[Custom Fields]] in this way.-->==For Hybrid Sign-Up Pages==::: The @user_input_form@ will display the associated user sign up form on a company sign up page if included in the HTML template of the company sign up page. ==Currency Format==::: You can use the following syntax to format a custom field with currency: @format(L2 Subcontract total y1,currency,USD,2)@. The last parameter can be changed from 2 to 0 to display as a whole number.==Session Variables==When using features such as Organization Switching, you may want to pull in specific data based on your current session. :: Company Fields: '''@sessioncompany.fieldname@'''Example: @sessioncompany.name@ would return the Company Name of the organization you are currently logged in as. =Controls===Hide a variable if it is missing==Put the following in front of variable name. ::: <tdspan style="font-size: medium;">'''<!--hideifnotfound-->~startdate~'''</tdspan>'''Example''': </trpre> <!--hideifnotfound-->#]@parent.contact.adjuster.email@
</pre>
'''Note:''' the <!--hideifnotfound--> and the variable must be in immediate succession, and not separated by a space. ==How to display different content based on a value using SSlogic==To retrieve all display content based on a value from a variable add '''<!--@sslogic('@branch.name@'='Internal Staff')-->''' in front of the content and '''People<!--@end-->''' transactions for at the [[User|user]] attached end of the content. If there are 2 different pieces of content to be displayed based on a value and all others add '''Level 1<!--@else-->''' (Standard field - Owner):between the 2 pieces of content.
<pre>
<!--@owner.[#sslogic(?object=transactionCONDITION)<tr--> The content to be displayed when condition is true. This can be more than one line.<td!--@end-->~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
</pre>
<pre>
<!--@parent.[#sslogic(month(now(?object))=transaction12)<tr--> <td>~details~<img src="images/td><td>~subject~<xmasstree.jpg" alt="" /td><td>~startdate~</td></tr!--@end-->#]@
</pre>
</pre>
::: See Also: [[Updateable Web Page View Fields]] if you wish the Web Page View check boxes to have the ability to change the underlying data.==How to display level two check boxes on level one in the Web Page View==@checkboxvalue(id values to be checked)@ <input name="checkboxb20" type="checkbox" value="Limited community support" /> ::* Use two "'''|'''" (pipes) to separate ''Impact'id'': Transactions ' and '''value''' to be checked where 1199639 is customfield idif it is used on the same level '''Company@1199639@''' and [[User]] objects can now be displayed in a [[UTA]] web page view. The transaction does not have to directly associated with if it is used on the child level '''Level 1$1199639$''' item. This works for level one check boxes on level one web page viewANDworks for level two check boxes on level one web page viewANDworks for level three check boxes on level one web page view
'''<strong>Then place'''</strong>
<pre> </pre>
'''in the HTML source around the "page" content.'''
Example:
<div class="page">This is the page content that needs to be in landscape</div>
Please note that the page orientation control only works with Internet Explorer and is not the greatest quality print due to the page being converted to an image then rotated.
==How to control print behaviour when saving as a PDF==
To define a page break in a PDF add before the content you deem as the next page.
==See Also==
::* [[SSlogicRoot Company Variable]]s::* [[sslogic]]::* [[ssattach]]::* [[sscalculation]]::* [[Web Page View Field]]::* [[Attach a PDF to a Web Page View]]::* [[Updateable Web Page View Fields]]::* [[Changing the Status from a Web Page View]]::* [[Custom Field Type: Display Only – Web Page View]]::* [[:Category:PDF|PDF Category]]::* [[PDF Writer Custom Tags]]::* [[Adding JavaScript JS files to Web Page View Pages]]::* [[Custom Field ID|Determining the Custom FieldID]]
[[Category:Custom Fields]][[Category:Variables]][[Category:JavaScript ExamplesPDF]]
