Smartstaff
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==Variable List=== <u>'''Current User Variables'''</u>=='''@Note: "me " -- means refers to the current user'''
<u>'''@me.type@''' (returns 'User', 'Local User Administrator' or 'Global User Administrator') ==UTA Level 1, Sales Opportunity and Job Variables=='''@name@''' - standard field '''Application Name'''. '''@type@''' - standard field '''Application Template Type'''. '''@status@''' - standard field '''Status''' '''@typecaption@''' - standard field '''Application Template Type Caption'''</u>.
<u>'''==UTA Level 2 / Activities Variables'''</u>==
'''@parent.field@''' (Note: All field names should be entirely lower case.)
Example: @parent.name@ or @parent.startdate@ or @parent.#id#@
'''Tip for Users''': It is recommended to use the [[Custom Field|custom field]] id in order to avoid conflicts with possible duplicate field names. The field id can be found in the far right column when looking at the [[Custom Field|custom field]] list.
'''field = the name Use @client.categories@ to return a list of the field that is located on the contact's record'''category names - comma delimited e.g."Agency,Marketing,Good client"
Example: <span style="font-size: medium;">'''@contact.adjuster''rolename.firstnamefieldname''@ ''' </span> or <span style="font-size: medium;"> '''@contactcompany.project manager''rolename.addressfieldname''@'''</span>'''where:'''
'''object= [activity, @contact,user,.adjuster.firstname@ or @company,association,level-1 (applies to contacts only) or transaction]'''.funding agency.address@
<pre><table>[#(?object=object;orderby=field)<tr><td>~field~<Note: if there is more than one contact/td><td>~field~</td><td>~field~</td><td>$customfield id$</td></tr>#]</table></pre>account assigned with the rolename specified, only one will be displayed.
<table>[#(?object* ''rolename'' =the name of the role that has been assigned to the contact;orderbyon the Level Two item* ''fieldname'' =lastname)<tr><td>~firstname~</td><td>~lastname~</td><td>~email~</td></tr>#]</table>the name of the field that is located on the contact's record.Example:
<table>[#(?object=contact;orderby=lastname;criteria=role='Internal People')<tr><td>~@contacts.adjuster.firstname~</td><td>~lastname~</td><td>~email~</td></tr>#]</table></pre>'''To list a specific activity type only''':<pre><table>[#(?object=activity;orderby=startdate;criteria=typename='')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table>@
eNote: if there is more than one contact assigned with the rolename specified, only one will be displayed.g. where typename='activity name'
<table>[#(?object=activity;orderby=startdate;criteria=typeidContacts='')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table>==To display a list of the contacts assigned at Level 2:
e.g. where typeid: <span style="font-size: medium;">'''[#(?object=contact) ~firstname~ ~lastname~ ~email~ #]''141414'</prespan>To display only contacts assigned at Level 2 with a specific role/roles (only relevant if the Level 2 Multiple Contact List is enabled)
e.g. where statusname: <span style="font-size: medium;">'''[#(?object=contact) ~lnkid~ #]'''</span>To display the contact's profile status name':
e.g. where status.id=* Contacts at level 2 cannot be filtered by rolename, only roleid* If the multiple contact list is enabled use '''~role~''1234'</pre>to display the assigned role.
'''===Accounts===To format the start date and start time''':display information for a <preu>~date_format(startdate,'%Y-%m-%d') as startdate~single</preu>account in the Level 2 accounts section:
[#(?object=company;orderby=name)<td>$?opc_fieldid$</td>#]
[#(?object* customfieldid =contact;orderby=name)<td>$?opr_fieldid$</td>#]the numeric id of the custom field
fieldid = '''Note:''' for level 2 records (when the numeric id of the custom fieldmultiple contact/company list(s) are enabled) use $?opr2_''customfieldid''$ and $?opc2_''customfieldid''$
'''The following * ~afcid~: association (intersection) record id.* ~afcompanyid~: [[companyid]] of associated company* ~afcontactid~: [[userid]] of associated contact* ~afroleid~: [[roleid]] of association* ~afstartdate~: start date variables are available for a long of association* ~afenddate~: end date format''':of association
'''@longstartdate@'''[[UTA]] Level 1 Information:
Example: <span style="font-size: medium;">'''@longstartdatecompany.''fieldname''@ returns '''</span> or <span style="Tuesday, November 15, 2005font-size: medium;">'''@company.''customfieldid''@'''</span>When you want to refer to a User Role based [[Custom Field]] '''<u>from</u>''' a [[UTA]] Level 1 record use the following syntax:Owner:
@month(currentdate)@ - month number'''Notes:'''
@day:* You can refer to [[Custom Fields]] in the list using the Custom Field ID instead of the field name, still between dollar signs (currentdate'''$12345$''')@ :* '''level- day1''' 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: Read Only – System Variables|Read Only – System Variables]] etc. you will usually want to include HTML table formatting within the '''[#...#]''' syntax (see examples below). For [[MS Word Merge]] custom fields the table defined on the MS Word Template document, with the columns delimited by pipes (|) within the '''[#...#]'''.:* '''~Index~''' can be used to number the lines (1, 2, 3...) '''Note:''' ~index~ does not work for all lists. For example, it cannot be used when listing contacts associated with a Level 1.:** ''~Index~'' (upper case 'I') starts numbering at 1, ''~index~'' (lower case 'i') starts numbering at 0.~eventid~ will display the id of the level 2.
@year(currentdate)@ - year
@dayweek(currentdate)@ - name of day'''Options:'''
@monthname{| 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=(currentdate''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- name of monthsize: medium;">groupfunction=''aggregatefunction''</span>||Performs specified aggregate function on the listed fields<br />Ex. sum, count, countdistinct|}
@month'''Important:''' Any custom fields that you use as criteria or orderby '''must''' appear in the display. If you do not wish to display the field you can place it in a comment. (fullstartdatei.e.: <!--$12343$-->)@ - month numberHowever, if referencing a field as a property of a table you must show the value.
@day(fullstartdate)@ - day'''Examples:'''
@year(fullstartdate)@ - year* To generate a list of Level 2 activities for a [[MS Word Merge]]:
@dayweek [#(fullstartdate?object=activity)@ |~statusname~|~typename~|$speciality$|$123456$|#]:: ''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 - name of daySystem Variable custom field
@monthname [#(fullstartdate?object=utaconsumer::criteria=statusname IN ('Placed','Resigned/Terminated'))@ - name of month~ownername~,~ownerid~ #]
'''You can also parse out :* To Display custom fields via List Syntax for Invoicing (objectname=appliedtoinvoices). Grabbing a particular date format in a date custom field''':value off the invoice (ie. 282588) and into an adjustment.
@year<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">Example: [#(datefield?object=appliedtoinvoices)@ - returns $282588$#]</pre>::: ''Note: refer to the custom field by the number ONLY, do not use the year value in datefieldcustom field name.''
@month(datefield)@ - returns the month value in datefield
@day:* To generate a list of all contacts for a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only – System Variables]] custom field (datefieldnote that the HTML table formatting is included within the '''[#...#]''' syntax)@ - returns the day value in datefield
@hour[#(datefield)@ - returns the hour value in datefield (0-12?object=contact)#]
@hour24(datefield)@ {||- returns the hour value in datefield (0!|First Name!|Last Name!|E-24)mail Address!|Cell Phone Number|-||~firstname~||~lastname~||~email~||$Cell Phone$|}
@minute::: ''Note: The first line creates a header row for the table'':* For a list of Level 2 (datefieldor Level 3)@ - returns the minute value activities sorted by Start Date in datefielddescending order:
@second[#(datefield?object=activity::orderby=startdate desc)@ - returns the second value in datefield#]
Example<pre style="white-space: <!-o-hideifnotfoundpre-wrap; word-wrap: break-word;">@parent.[#(?object=contact.adjuster.email@::criteria=(rolename='External' or rolename='Internal'))~firstname~ ~lastname~#]
==How to display different content based on a value using SmartLogic==
To display content based on a value from a variable add '''<!--@sslogic('@branch.name@'='Internal Staff')-->''' in front of the content and '''<!--@end-->''' at the end of the content. If there are 2 different pieces of content to be displayed based on a value and all others add '''<!--@else-->''' between the 2 pieces of content.
<!--@sslogic('@branch.name@'='Internal Staff')-->
This is internal staff:* To sort descending reviews in a specific status by a custom field on a separate UTA Level 1 field called ''$Staff Final Score$'' with a custom field id of ''1584168'' in numeric order:
This is NOT internal staff
<!--@end-->
'''Note:''' be sure there are single quotes around the variable and value.
'''Note:''' SmartLogic does not support nested logic statements.
To display Select Many - Check Box type cutom fields as check boxes in a web page view add '''@checkbox('customfieldid','option name')@''' to the check box control.
This syntax works if the check boxes are on the same level.:* To list UTA Providers:
'''Example<pre style="white-space:''' -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1::criteria=rolename="Panel") ~name~ ~typename~ ~statusname~ ~enddate~ $Panel Review Date$ $Panel ID</pre>
<input type="checkbox" name="checkboxb20" value="Limited community support" @checkboxvalue($1199639$||Limited community support)@>Limited community support @checkboxvalue(id||values to be checked)@'''Example:'''
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[#(?object=activity::orderby=startdate) #]
When displaying ==Displaying a list Specific Number of '''Level 2''' activities using the [ # (?objectItems in a List=object;orderby=field) # ] processor, the corresponding '''Level 3''' activities can now be displayed under each When you want to display only specific number of the parent '''Level 2''' activities by using or transactions in a [ @ (?object=object;orderby=field) @ [Web Page View]]use the following syntax.
This new feature allows level one web page fields to display level 3 items. This a type syntax for displaying level 2 items. <pre><table borderstyle=1"white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity;object::orderby=startdatefield) <tr><td colspan=2>!--@sslogic(~subjectindex~</td><td='num')--> ~locationstandard field~$custom field$ <br /td> <td>~startdate~</td></tr!--@end--> #]<br /table>
'''where:'''This is the syntax showing level 3 items inside level 2 items. ::* num = number of activities that should be displayed =XML Variables===Count how many options were selected==
==How to suppress the Page Footer with Printing the Page==::* Show thumbnail image and file name using filepath option:
To suppress the footer when printing the page you need to change your browser settings<pre>@multi file name.template[# <img src="~filepath~/thumbnail/?maxwidth=240" alt="" width="240" />~filename~#]@</pre>
'''Internet Explorer'''::* Show thumbnail image and file name using compressedpath option:
1<pre>@multi file name. Choose the '''File Page Setup''' template[[Menu|menu# <img src="~compressedpath~/thumbnail/?maxwidth=240" alt="" width="240" />~filename~#]].@</pre>
2. Delete the '''Header''' ::* Show file name, size and '''Footer''' text.upload date:
3<pre>@multi file name. If requiredtemplate[# ~filename~, change the margins.~filesize~, ~uploaddate~#]@</pre>
'''FireFox'''
1. Choose the '''==Adding a File Page Setup''' Upload button==To display a button to upload to a [[Menu|menuSingle File]] or [[Multiple Files]].custom field:
2::* Single File:::: <span style="font-size: medium;"><input class="Button" type="button" value="Button Label" /></span>:: ::* Multiple Files:::: <span style="font-size: medium;"><input class="Button" type="button" value="Button Label. Click " /></span>'''where:''':: ::* ''customfieldid'' = the field id of the Single or Multiple file custom field (without '''Margins & Header/Footercf_''' tab.)
3. Set all '''HeaderExample:''' and '''Footer''' options to '''Blank'''.
3 <input class="Button" type="button" value="Multiple files. If required, change the margins.." />
==How '''Note:''' if adding to control print behavior==a [[Web Page View]] you will need to add the following to the page:
</style>
'''Then place <pre><div class="page"></div> </pre>in the HTML source around the "page" content.'''
Example'''Note: <pre><div class="page">This is ''' this method will only open the single file upload page content that needs to be in landscape</div></pre>.
Please note that ==Displaying a Dynamic Data Grid field==To show a [[Custom Field Type: Dynamic Data – Data Grid|Dynamic Data – Data Grid]] field in a webpage view field use the page orientation control only works following syntax: ::: <span style="font-size: medium;">'''@fieldname.table'''@</span>==Retrieving History for Fields with Internet Explorer and Track Changes Enabled==The following syntax is not the greatest quality print due used to retrieve standard or custom field history: For the page being converted to an image then rotated.[[Status]] standard field:
To define a page break in a PDF add <pd4ml!--:page::* You can only obtain the history of the Status field and [[Custom Fields]] in this way.break/--> before ==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 content you deem as HTML template of the next company sign up page.
To change the orientation of a page to landscape in a PDF add <pd4ml:page.break pageFormat="rotate"> before the content you deem as the next page.
To show the data grid field in the webpage view field use the syntax :: Company Fields: '''@sessioncompany.fieldname@'''Example: @sessioncompany.tablename@'would return the Company Name of the organization you are currently logged in as.
To retrieve all ::: <span style="font-size: medium;">'''Company<!--hideifnotfound-->''' transactions for the company attached to </span>'''Level 1Example''' (Standard field - Customer):
To retrieve all ::* The content to be displayed (the middle line) can either be in plaintext or in HTML.::* Be sure there are single quotes around the variable and value.::* SSlogic does not support nested logic statements. '''PeopleExample:''' transactions for ::* The following will display a Christmas tree image if the [[User|user]] attached to '''Level 1''' (Standard field - Owner)month is December:
In order to display a transaction type and its fields use This syntax works if the following example:check boxes are on the same level.
Syntax'''Example:'''
[#(?object=transaction;orderby=fieldname;criteria=typename='')<trpre><td>$customfieldid$</td><td>$customfieldid$<input type="checkbox" /td></trpre>#]
Example Code::: 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
[#(?object=transaction;orderby=tbl_1041842.valuestrdesc;criteria=typename='Co-Principal Investigor, Co-Applicant, Additional Author'values to be checked)<tr><!--~typename~--><td>$1041842$</td><td>$1041843$</td><td>$1041844$</td><td>$1041845$</td></tr>#]@
'''To get the modified date of a transaction use the following:'''
~trsts~ ::* Use two "''or'|' ~date_format''" (trsts,pipes) to separate '''id''' and ''%Y-%m-%d') as lastmodified~value''' to be checked
== Role base Web page view field ==where 1199639 is customfield idif it is used on the same level '''@1199639@'''if it is used on the child level '''$1199639$'''
When you have a role base This works for level one check boxes on level one web page viewANDworks for level two check boxes on level one web page view field or company based webpage ANDworks for level three check boxes on level one web page view field ==How to suppress the Page Footer with Printing the Page==To suppress the footer when printing the page you can access need to change your browser settings. '''Internet Explorer''' 1. Choose the '''File Page Setup''' [[Menu|menu]]. 2. Delete the levelone'''Header''' and '''Footer''' text. 3. If required, contactschange the margins. '''FireFox''' 1. Choose the '''File Page Setup''' [[Menu|menu]]. 2. Click the '''Margins & Header/Footer''' tab. 3. Set all '''Header''' and '''Footer''' options to '''Blank'''. 3. If required, or company informationchange the margins.
@levelone.custom field name/custom field id@==How to control print behaviour== @levelone.standard field name@'''To define a page break place the following code in the HTML source before the content you deem as the next page''':
@company.custom field name/custom field id@
@company.standard field name@
@contact.custom fieldname/custom field id@ @contact.standard field name@'''To change the page orientation to landscape first place the following in the header portion ('''
== Retrieving Custom Field History ==''') of the HTML''':
The following syntax is used to retrieve custom field history:'''<strong>Then place'''</strong>
For Customfield : @HistoryOf(####)@ where #### is customfield id, system doesn't accept name in this case.
@HistoryOf()@ ****************************************** Case sensitive ********************************************************
</pre>
==Troubleshooting==::** '''Issue''': For a list of level 2 activities, the code is showing instead of the field headings and values you've designated.::** '''Resolution''': Insert a comment tag before the first cell tag. i.e.
* In the event of 2 variables running together (removing the ending @ and beginning @) the issue can be resolved by placing a non-breaking space tag ( ) in between each other.* For your list of level 2 activities, your code is showing instead of the field headings and values you've designated.<pre> </pre>
Try inserting a comment tag before the first cell tag. i.e.<pre><tr><!--~index~--><td></pre>
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.
'''@me.firstname@ will be replaced by current user's firstname'''
'''@me.companyname@'''
'''@namestatuscaption@''' - standard field '''Status Caption'''
'''@typetype_lang@'''- standard field '''Application Template Type (Based on user language setting)'''.
'''@statusstatus_lang@''' - standard field '''Status (Based on user language setting)'''
'''@description@'''
'''@probability@'''
'''@modifiedby@''' / '''@modifiedbyid@'''
'''@modifieddate@'''
'''@enddate@'''
'''@createddate@'''
'''@createdby@'''
'''@createdbyid@'''
'''@jobquestions@''' - displays as combo boxes
'''@owner.field@'''
Example: '''@owner.namefullname@''' or '''@owner.address@'''
'''@person.field@'''
Example: '''@person.fullname@''' or '''@person.address@''' '''@company.field@'''
Example: '''@company.name@''' or '''@company.address@'''
'''@company.owner.field@''' 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@'''
Example: @contact.company.address@ or @contact.company.city@
<u>'''Custom Field Variables'''</u>
Example: @more information@ or @#17342#@
See Also: [[Invoice Module Variables]] for Variables specific to the Invoicing module. <u>'''UTA Level 1 variables called from UTA Level 2'''</u> If your '''Web Page View''' is at Level 2, you can call Level 1 variables using: '''@parent.'''''fieldname'''''@''' or '''@parent.#'''''fieldid'''''#@''' (Note: All field names should be entirely lower case.) Example: '''@parent.status@''' or '''@parent.startdate'''@ or '''@parent.#12345#@''' ==Field ListUTA Level 2 variables called from UTA Level 3==When working at Level 3, you can call Level 2 variables using: '''@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, namefullname, 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 a list of UTA the contact/account on the Level 1 Activities, Contacts or Companies=One item* ''fieldname'' =the name of the field that is located on the contact's record.Example:
===List===To display a list of multiple contacts/accounts in the Level 1 contacts/accounts section: : <span style="font-size: medium;">'''[#(?object=contact) ~'Example'fieldname''~ #]''':<pre/span> or <tablespan style="font-size: medium;">'''[#(?object=activity;orderby=startdatecompany)~''fieldname''~ #]''' <tr/span>See [[#To display a list of Activities (Level 2 or 3), Notes, Contacts or Companies|below]] for details on how to filter and sort the list(s). * '''Note''': to display the role that the contact or account is assigned on the Level 1 record use: <tdspan style="font-size: medium;">'''~subjectrole~'''</tdspan>* '''Note''': to display the name of the contact's company use: <tdspan style="font-size: medium;">'''~locationcompanyname~'''</tdspan> ==Level 2 Contacts/Accounts=====Individual===To display information for a <tdu>~startdate~single</tdu>contact in the Level 2 contacts section: : </trspan style="font-size: medium;">#]'''@contacts.''rolename.fieldname''@''' </tablespan> '''where:'''
: <span style="font-size: medium;">'''To list activity based on a specific status name or status id''':<pre><table>[#(?object=activity;orderby=startdate;contact::criteria=statusnameroleid=''12345)<tr><td>~subjectfirstname~</td><td>~locationlastname~</td><td>~startdateemail~</td></tr>#]'''</tablespan>To get the intersection record identifier (equivalent to ~oprid~ at Level 1) (i.e. for use in [[Pandora]] functions)
: <tablespan style="font-size: medium;">'''[#(?object=activity;orderby=startdate;criteria=status.id=''contact)<tr><td>~subjectfirstname~</td><td>~locationlastname~</td><td>~startdateustatusid~</td></tr>#]'''</tablespan>'''Notes:'''
: <span style="font-size: medium;">'''or@companies.''rolename.fieldname''@'<pre>~date_format(startdate,'%h:%i %p') as starttime~</prespan>To display a list of the companies assigned at Level 2:
: <span style="font-size: medium;">'''To list level two entity at level one using level two fieldname instead of customfield ID <pre>[#(?object=activity;criteria=typeidcompany::orderby='19997';name)<tr><td>~indexname~#]'''</td><td>Folder</td><td>$Field Name$</td><td>$customfieldID$</td><td>$customfieldID$</td></trspan> #To get the intersection record identifier (i.e. for use in [[Pandora]]</pre>functions)
: <span style="font-size: medium;">'''[#(?object=How to get a UTA contact role company) ~clnkid~ #]'''</company role record==span>'''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#(?object=company;orderby=name)<td>~name~</td><td>~customfields~</td>#The Account List Field|here]]for details.
==How to retrieve 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>
'''ORwhere:'''
Following the same format above, you can also reference custom fields on the company role using the @#field id#@ syntax.
~ucity~, ~ustate~ ~upostalcode~
==How To display Company Association or Contact Association fields==The syntax for extracting information on the entity to which they are associated is as follows . . . <span style="font-size: medium;">'''[#(?object=association)~name~ ~standard field name~ $?afc_custom field id$ $?afc_custom field name$#]<br /><br />'''[#(?object=companyassociation)~standard field name~ $custom field id$ $custom field name$#]'''</span> '''where:''' * standard field name = name of the standard field* custom field id = the numeric id of the custom field* custom field name = the name of the custom field The syntax for extracting information on fields that are on the intersection, rather than the entity to display a date formatwhich they are associated, is as follows . . . <span style="font-size: medium;">'''[#(?object=association) ~afcompanyid~ #]<br /><br />'''[#(?object=companyassociation)~afroleid~ #]'''</span> Other '''intersection''' specific variables options include:
==Role Based Custom Fields==When you have a [[Custom Field]] such as a [[Web Page View]] or [[MS Word Merge]] that is located <u>'''@longclosedate@on'''</u> a User Role or Company Role you can access:
: <span style="font-size: medium;">'''@longenddatelevelone.''fieldname''@'''</span> or <span style="font-size: medium;">'''@levelone.''customfieldid''@'''</span>Contact Information:
: <span style="font-size: medium;">'''@fullstartdatecontact.''fieldname''@'''</span> or <span style="font-size: medium;">'''@contact.''customfieldid''@'''</span>Company Information:
: <span style="font-size: medium;">'''The following date variables are also available@owner.''fieldname''@'''</span>Person:
: <span style="font-size: medium;">'''@nowperson.''fieldname''@ - full current date and time'''</span>Contact:
: <span style="font-size: medium;">'''@currentdatecontact.''rolename''.''fieldname''@ '''</span>: ''where rolename is the role they are assigned on the Level 1 record''=To Display a List of Activities, Notes, Transactions, Contacts, Companies, Consumers, Providers===Syntax==: <span style="font- full current date onlysize: medium;">'''[#(?object=''objectname''::{options})~''standardfieldname''~ $''customfieldname''$#]'''</span>'''Where:'''
:* ''objectname''To display only specific elements is the name of the current dateitem to be listed.:: Either: '''address, activity, assign, contact, user, group, company, notes, association, companyassociation, transaction, timesheet''', '''level-1''', '''utaproviderL1''', '''utaproviderL2''', '''utaconsumerL1''', '''utaconsumerL2''' or '''linkactivity'''::* ''standardfieldname'' is the name of a standard field (between tildes, ~):* ''customfieldname'' is the name of a custom field (between dollar signs, $)
* ''multiple options (i.e. a criteria and an orderby option) can be included, separated by doubled colons (::)'To display only specific elements of the full start date''':
{||-||~subject~||~location~||~startdate~|} :* For a list of contacts assigned to a Level 1 with the role of "Internal People", sorted by surname: [#(?object=contact::orderby=lastname::criteria=rolename='Internal People')#] {||-||~firstname~||~lastname~||~email~|} :* For a list of level 1 records, including owner details, that a Company has been asssigned to: [#(?(object =level-1) NAME: ~name~ OWNERID: ~ownerid~ OWNERNAME: ~ownername~ #] :* To display the level 1 ID of the level 1 records: [#(?(object =level-1) OPPORTUNITY ID: ~op.opportunityid as oppid~ #] :* For a list of all companies that the owner of a [[UTA]] record is associated with: @owner.[#(?object=association)~name~ (Phone ~phone~) #]@ :* To get a comma-separated list of the companyids of all the companies the current user is associated with with roleid 54545: ,@me.[#(?object=association::criteria=How roleid=54545)~afcompanyid~,#]@ :* For a list of all contacts associated to hide the current user's parent company record (associated to the company with [[roleid]] 12345): @me.parent.[#(?object=association::criteria=roleid='12345')~firstname~ ~lastname~ (Phone ~phone~) #]@ :* For a list of a variable if it company's Active(current date is missingbetween start and end date) associations: [#(?object=association::criteria=(afstartdate is null OR afstartdate<='@date(currentdate)@') AND (afenddate is null OR afenddate>='@date(currentdate)@'))~userid~,#] :* For a list of all contacts/users located under a company with a given role [#(?object=user::criteria=rolelist like '%,12345,%') ~email~ #] :* To count the number of contacts assigned with the role of Reviewer: [#(?object=contact::criteria=rolename="Reviewer"::groupfunction=count)~userid~#] :* To include and format a date stored in a custom field (see also [[sscalculation]]) <pre>Put [#(?object=activity)<!--hideifnotfound@sscalculation(date_format("$fieldname$","%M %d, %Y"))--> in front of variable name like this#]</pre> :* With Multiple Criteria:
</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>
:* To list activities based on the [[Determining the typeid|type ID]] ('''Level 2 and Level 3 only'''): [#(?object=activity::orderby=startdate::criteria=typeid=How '24160')#] {||-||~subject~||~location~||~startdate~|} :* To include a hyperlink to display check boxes in the Web Page Viewobject (for Accounts): [#(?object=company::criteria=rolename="Cooperating Organization")#] {||-||[s_viewcompany.jsp?companyid=~companyid~ ~name~]||~role~|} :* To list activities based on status: [#(?object=activity::orderby=startdate::criteria=statusname='Open')#] {||-||~subject~||~location~||~startdate~|} :* To list activities based on the status ID ('''Level 2 and Level 3 only'''): [#(?object=activity::orderby=startdate::criteria=status.statusid='24160')#] {||-||~subject~||~location~||~startdate~|}
<pre>
<input !--@sscalculation(@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" =="checkboxA" name) 1+#]@ 0)--></pre><pre style="checkboxwhite-space: -o-pre-wrap; word-wrap: break-word;" value>lt;br>#]</pre> :* To list notes (from the record that contains the notes): <pre style="checkboxwhite-space: -o-pre-wrap; word-wrap: break-word;" @checkbox>[#(?object=notes::orderby=createddate desc)~notes~~createddate~~username~#]</pre>::: '12345'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=linkactivity) ~subject~ #] ::* To sum or count all the L3 allocations from the budget L2 record: @linkactivity.sum(...)@ or @linkactivity.count(...)@ 'yes''To list level 2 notes for each level 2 record at level 1: <pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity::orderby=startdate desc)~subject~~description~~startdate~[@(?object=notes::orderby=createddate desc)@]</pre>{||-||~notes~||~createddate~||~username~|}<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">#]
</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=How utaproviderL2) ~typename~ | ~statusname~ <br />#]</pre>If you have multiple different UTAs connected as providers, you can use criteria to display level two check boxes 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 level one in 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 ===Level 3s with Less Than 25 Fields===If Level 3 has less than 25 fields it is not necessary to create a [[Custom Field Type: Read Only – System Variables|Read Only – System Variable]] Custom Field on the Level 2 that lists the Level 3 activities. Instead you can use the following syntax '''within''' the '''[#...#]''' that lists the Level 2 activities: ::: <span style="font-size: medium;">'''[@(?object=activity)~standardfieldname~ $customfieldname$@]'''</span>'''Note:''' ::* This syntax will only work if there are '''less than 25 fields at Level 3.'''
::* 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"~type.nodevalue~" =startdate= "A") <tr><td colspan=2>~subject~</td><td>~location~</td1+#]@ 0)--><td>~startdate~</td></trpre><tr><td> ==Filtered XML display output==<table bgcolor="00FFFF"pre> @xml.XML Field.People.Person[@#(?objectcriteria="~type.nodevalue~" =activity;orderby=startdate"A")<tr><td>~subjectFirstName.nodevalue~</td><td>~locationLastName.nodevalue~<br /td><td>~startdate~</td></tr>#]@] </tablepre></td></tr> #]</table>
=Date/Time Variables=
==Standard Fields Date/Time==
'''Variable List:'''
::: {| border="1" cellpadding="5"
'''Start Date''''''End Date''''''Close Date'''<br />''Level 1 only'''''Modified Date''''''Display Format'''@startdate@@enddate@@closedate@@modifieddate@Date formatted according to user preferences (At Level 1 Modified 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)@2009-01-23
::* '''Note''': ''Start Time'' and ''End Time'' are stored within the ''fullstartdate'' and ''fullenddate'' fields respectively. They can be accessed and formatted using the variables elements listed below.
'''To display specific elements of the Start Date, Start Time, End Date, End Time, Close Date, Modified Date''':
::: {| border="1" cellpadding="5"
@month(fullstartdate)@month number in ''Start Date''@monthname(fullstartdate)@name of month in ''Start Date''@day(fullstartdate)@day in ''Start Date''@dayweek(fullstartdate)@name of day in ''Start Date''@year(fullstartdate)@year in ''Start Date''@hour(fullstartdate)@hour in ''Start Time'' using 12 hour clock (0-12)@ampm(fullstartdate)@AM or PM reference for ''Start Time''@hour24(fullstartdate)@hour in ''Start Time'' using 24 hour clock (0-24)@minute(fullstartdate)@minute in ''Start Time''
::: '''Note:''' For '''End Date''', '''Close Date''' or '''Modified Date''' replace '''fullstartdate''' with '''fullenddate''', '''fullclosedate''' or '''fullmodifieddate''' respectively.'''
::: ''(seconds are not available for standard date/time fields)''
::: ''('''Close Date''' does not have a time associated with it)
'''Examples:'''
::
::* To display the Start Date in the format '''February 22, 1985''' you would use:
@monthname(fullstartdate)@ @day(fullstartdate)@, @year(fullstartdate)@
::* To display the End Time in the format '''06:45PM''' you would use:
@hour(fullenddate)@:@minute(fullenddate)@@ampm(fullenddate)@
==Current Date/Time==
'''Variable List:'''
::: {| border="1" 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-dd2013-05-17 @currentdate@current date2009 January 25 @now@current date and time2009 August 25 11:05AMWorkflows only. Not available within [[UTA]]s
'''To display specific elements of the current date or time''':
::: {| 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
::: (seconds are not available for the current time)
'''Examples:'''
::* To display the current date/time in the format '''Friday at 19:55''' you would use:
@dayweek(currentdate)@ at @hour24(currentdate)@:@minute(currentdate)@
==Custom Fields Date/Time==
'''For a custom field on the same level as the Web Page View Field, you can parse out a particular date/time in a date field'''
::: {| border="1" cellpadding="5"
VariableContentDisplay@date(''fieldname'')@custom field date as for yyyy-mm-dd2013-05-17
@month(''fieldname'')@month number in ''fieldname''05@monthname(''fieldname'')@name of month in ''fieldname''May@day(''fieldname'')@day in ''fieldname''17@dayweek(''fieldname'')@name of day in ''fieldname''Friday@year(''fieldname'')@year in ''fieldname''2013@hour(''fieldname'')@hour in ''fieldname'' using 12 hour clock (0-12)12@ampm(''fieldname'')@AM or PM reference for time in ''fieldname''AM@hour24(''fieldname'')@hour in ''fieldname'' using 24 hour clock (0-24)00@minute(''fieldname'')@minute in ''fieldname''00@second(''fieldname'')@second in ''fieldname''00
'''Examples:'''
::* To display the custom field '''Date Of Birth''' in the format '''31-01-2001''' you would use:
@day(date of birth)@-@month(date of birth)@-@year(date of birth)@
'''Note:'''
This syntax will not work for custom fields on a different level. You will not be able to reference, for example, @day(parent.''fieldname'')@. To parse out date/time information from a custom field on a different level, use the [[Sscalculation#Using_sscalculation_to_Change_Date_Formats_of_Data_in_Custom_Fields|sscalculation]] syntax.
=Miscellaneous Variables=
==Adding an image from Upload fields==
Users can return image thumbnails or meta data from multiple file fields using the list syntax below":
::* Show thumbnail image using thunbnailpath option:
<pre>@multi file name.template[# <img src="~thumbnailpath~" alt="" width="240" /> #]@
</pre>
<pre>function include_dom(script_filename) { var html_doc = document.getElementsByTagName('head').item(0); var js = document.createElement('script'); js.setAttribute('language', 'javascript'); js.setAttribute('type', 'To define a page break place the following code in the HTML source before the content you deem as the next pagetext/javascript'); js.setAttribute('src':, script_filename); html_doc.appendChild(js); return false;}<pre>function includejsfiles() {<div style= include_dom("PAGE-BREAK-AFTER: always"><br style=/validate.js"height:0); line-height:0"></div>}
</pre>
You will also have to call the ''includejsfiles''To change function in the page orientation body onload: '''Alternatively:''' You may also use @fieldname.uploadlink@ to landscape first place get the following in url for the header portion (<head></head>) of upload page and construct your own function to open the HTMLwindow. '''Example:'''<pre> <style input class="Button" type="text/cssbutton" mediavalue="printUpload"/>div.page <pre>function openupload(url){ writing-mode: tb-rl; upload_window = window.open(url,'upload_window', 'menubar=yes,scrollbars=yes,width=800,height: 80%=600,status=no,resizable=yes,dependent=yes,alwaysRaised=yes');margin: 10% 0%;margin-right: 80pt upload_window.opener = window;filter: progid:DXImageTransform upload_window.Microsoft.BasicImagefocus(Rotation=1);
}
</pre>
::: <span style="font-size: medium;">'''@HistoryOf(status)@'''</span>::: <span style=How to control print behavior when saving as "font-size: medium;">'''@HistoryOf(statuscaption)@'''</span>For a PDF[[Custom Field]]:::: <span style="font-size: medium;">'''@HistoryOf(''customfieldid'')@'''</span>OR::: <span style="font-size: medium;">'''@HistoryOf(''customfieldname'')@'''</span>'''Notes:''':::* ''HistoryOf'' is case sensitive.:::* See the [[HistoryOf function]] page for a complete description of this variable and its uses.
==How 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 Dynamic Data grid fieldwhole number.==Session Variables==When using features such as Organization Switching, you may want to pull in specific data based on your current session.
=Controls=How to display the Transaction types==Hide a variable if it is missing==Put the following in front of variable name.
<pre> <!--hideifnotfound-->@companyparent.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]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 '''Branch<!--@end-->''' transactions for at the end of the branch attached 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 - Branch): between the 2 pieces of content.
<pre>
<!--@branch.[#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>
<!--@owner.[#sslogic(month(now(?object))=transaction12)<tr--> <td>~details~<img src="images/td><td>~subject~<xmasstree.jpg" alt="" /td><td>~startdate~</td></tr!--@end-->#]@
</pre>
'''Impact''': Transactions on the '''Company''' and See [[UserSSlogic]] objects can now be displayed in a [[UTA]] web page viewfor more information and further examples. The transaction does not have to directly associated with the '''Level 1''' item.
==How to display check boxes in the Web Page View==
To display Select Many - Check Box type custom fields as check boxes in a web page view add '''@checkbox('fieldname/fieldnumber','option name')@''' to the check box control.
<input name="checkboxb20" type="checkbox" value="Limited community support" />
<pre>For Status </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. To change the orientation of a page to landscape in a PDF add before the content you deem as the next page. ::* See [[PDF Writer Custom Tags]] for further [[PDF]] formatting options =Troubleshooting=::* '''Issue''': 2 variables run together (thus removing the ending @ and beginning @HistoryOf)::* '''Resolution''': Place a non-breaking space tag (status&nbsp;)@between the variables.
==See Also==
::* [[Root 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 Field ID]]
[[Category:Custom Fields]][[Category:Variables]][[Category:Browser ScriptsPDF]]