Revision as of 16:43, 25 August 2009

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

User Variables

Note: "me" -- refers to the current user

@me.firstname@ will be replaced by current user's firstname

@me.lastname@

@me.email@

@me.phone@

@me.companyname@

UTA Level 1, Sales Opportunity and Job Variables

@name@ - standard field Application Name.

@type@ - standard field Application Template Type.

@status@ - standard field Status

@description@

@requirements@

@currency@

@revenue@

@probability@

@modifieddate@

@closedate@

@startdate@

@enddate@

@jobquestions@ - displays as combo boxes

@jobquestionsr@ - displays question only

@jobskills@

@owner.field@

Example: @owner.fullname@ or @owner.address@

@people.field@

Example: @people.fullname@ or @people.address@

@company.field@

Example: @company.name@ or @company.address@

@company.owner.field@

Example @company.owner.email@

@branch.field@

Example: @branch.name@ or @branch.address@

UTA Level 2 / Activities Variables

@subject@

@description@

@location@

@startdate@

@enddate@

@isallday@

@modifieddate@ (numeric value including time)

@longmodifieddate@ (text value excluding time)

@starthour@ - (0-23)

@starth@ - (0-12)

@startpmam@ - (PM or AM)

@startminute@

@endhour@ - (0-23)

@endh@ - (0-12)

@endpmam@ - (PM or AM)

@endminute@

@owner@

@contact@

@assigned@

@eventid@

@objectid@

@objecttype@

@rootcompanyid@

@contact.field@ @eamount@

Example: @contact.firstname@ or @contact.email@

@assigned.field@

Example: @assigned.firstname@ or @assigned.email@

@contact.company.field@ (same as assigned)

Example: @contact.company.address@ or @contact.company.city@

Custom Field Variables

@customfield name@ - by name

or

@#customfield id#@ - by id

Example: @more information@ or @#17342#@

See Also: Invoice Module Variables for Variables specific to the Invoicing module.

UTA Level 1 variables called from UTA Level 2

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#@

UTA Level 2 variables called from UTA Level 3

If your Web Page View is at Level 3, you can call Level 2 variables using:

@parent.fieldname@ or @parent.#fieldid#@ (Note: All field names should be entirely lower case.)

UTA Level 1 variables called from UTA Level 3

If your Web Page View is at Level 3, you can call Level ` variables using:

@parent.parent.fieldname@ or @parent.parent.#fieldid#@ (Note: All field names should be entirely lower case.)

Field List

People Fields

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)

Company Fields

name, address, address2, city, province, state, country, postalcode, phone, fax, website

Lead Fields

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

Level 1 Contacts/Accounts

Individual

To display information for a single contact/account in the Level 1 contacts/accounts section:

@contact.rolename.fieldname@ or @company.rolename.fieldname@

where:

• rolename = the name of the role that has been assigned to the contact/account on the Level One item
• fieldname = the name of the field that is located on the contact's record.

Example:

@contact.adjuster.firstname@ or @company.funding agency.address@

Note: if there is more than one contact/account assigned with the rolename specified only one will be displayed.

List

To display a list of multiple contacts/accounts in the Level 1 contacts/accounts section:

[#(?object=contact;) ~fieldname~ #] or [#(?object=company;) ~fieldname~ #]

See below for details on how to filter and sort the list(s).

Level 2 Contacts/Accounts

Contacts

To display a list of the contacts assigned at Level 2:

[#(?object=contact;) ~firstname~ ~lastname~ ~email~ #]

Note: Contacts at level 2 cannot be filtered by rolename.

Accounts

To display information for a single account in the Level 2 accounts section:

@companies.rolename.fieldname@

Note: The Account standard field is only available at Level 2 when the Multiple Account list is enabled. See here.

Note: It is not currently possible to display a list of Accounts for Level 2.

To display Level 1 Company Role or Contact Role custom fields

[#(?object=company;)$?opc_customfieldid$#] or [#(?object=contact;)$?opr_customfieldid$#]

where:

• customfieldid = the numeric id of the custom field

Following the same format above, you can also reference custom fields on the company role using the @#field id#@ syntax.

Contact Detail

~uprefix~ ~firstname~ ~lastname~

~uaddress~ ~uaddress2~

~ucity~, ~ustate~ ~upostalcode~

To display a list of Activities (Level 2 or 3), Notes, Contacts or Companies

object= [activity/contact/user/company/notes/association/transaction or level-1]

Note: level-1 can only be used as an object when referenced from a contact record.

<table>[#(?object=object;orderby=field)<tr><td>~field~</td><td>~field~</td><td>~field~</td><td>$customfield id$</td></tr>#]</table>

Example:

 <table>[#(?object=activity;orderby=startdate)<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table> 

 <table>[#(?object=contact;orderby=lastname)<tr><td>~firstname~</td><td>~lastname~</td><td>~email~</td></tr>#]</table>

 <table>[#(?object=contact;orderby=lastname;criteria=rolename='Internal People')<tr><td>~firstname~</td><td>~lastname~</td><td>~email~</td></tr>#]</table>

 <table>[#(?object=contact;orderby=lastname;criteria=rolename='Internal People')<tr><td>~firstname~</td><td>~lastname~</td><td>~email~</td><td>~role~</td></tr>#]</table>

• Note: Search results normally display in ascending order. You may use desc option to display results in descending order.

Example:

 <table>[#(?object=activity;orderby=startdate desc)<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table> 

Results will be sorted on Startdate in Descending order.

With Multiple Criteria:

[#(?object=contact;criteria=(rolename='External' or rolename='Internal'))<tr><td>~firstname~ ~lastname~</td></tr>#]

To sort on custom field:

[#(?object=activity;orderby=tbl_custom field id.valuestr)<tr><td>~location~</td><td>~startdate~</td></tr>#]

e.g. where custom field id=999999

To list a specific activity type only:

[#(?object=activity;orderby=startdate;criteria=typename='')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]

e.g. where typename='activity name'

[#(?object=activity;orderby=startdate;criteria=typeid='')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]

e.g. where typeid='141414'

To list activity based on a specific status name or status id:

<table>[#(?object=activity;orderby=startdate;criteria=statusname='')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table>

e.g. where statusname='status name'

<table>[#(?object=activity;orderby=startdate;criteria=status.id='')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table>

e.g. where status.id='1234'

To format the start date and start time:

~date_format(startdate,'%Y-%m-%d') as startdate~

or

~date_format(startdate,'%h:%i %p') as starttime~

• 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"

To list level two entity at level one using level two fieldname instead of customfield ID

[#(?object=activity;criteria=typeid='19997';)
<tr><td>~index~</td><td>Folder</td><td>$Field Name$</td><td>$customfieldID$</td><td>$customfieldID$</td></tr>
 #]

To list notes (from the record that contains the notes):

[@(?object=notes;orderby=createddate desc)<tr><td>~notes~</td><td>~createddate~</td><td>~username~</td></tr>@]

Note: This syntax is for "Public (Default)" notes only, not custom note types.

To list level 2 notes for each level 2 record at level 1:

[#(?object=activity;orderby=startdate desc)
<tr><td>~subject~</td><td>~description~</td><td>~startdate~</td>
<td><table>
[@(?object=notes;orderby=createddate desc)<tr><td>~notes~</td><td>~createddate~</td><td>~username~</td></tr>@]
</table></td>
</tr>#]

Note: This syntax is for "Public (Default)" notes only, not custom note types.

Date/Time Variables

Standard Fields Date/Time

The following date variables are available for date format:

Start Date	End Date	Close Date Level 1 only	Display Format
@startdate@	@enddate@	@closedate@	2009-01-23
@longstartdate@	@longenddate@	@longclosedate@	Friday, January 23, 2009
@fullstartdate@	@fullenddate@	@fullclosedate@	2009-01-23 15:40:00

To display specific elements of the start date, end date or close date:

• Note: The Start Time and End Time are stored within the fullstartdate and fullenddate fields respectively, so are accessed using the variables listed below.

@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)@ - returns the hour in Start Time using 12 hour clock (0-12)

@ampm(fullstartdate)@ to provide a reference for am/pm for Start Time

@hour24(fullstartdate)@ - returns the hour in Start Time using 24 hour clock (0-24)

@minute(fullstartdate)@ - returns the minute in Start Time

(seconds are not available for standard date/time fields)

Current Date/Time

The following date variables are also available

Variable	Content	Display	Comment
@currentdate@	current date	2009 January 25
@now@	current date and time	2009 August 25 11:05AM	Workflows only. Not available within UTAs

To display specific elements of the current date or time:

@month(currentdate)@ - current month number

@day(currentdate)@ - current day

@year(currentdate)@ - current year

@dayweek(currentdate)@ - name of current day

@monthname(currentdate)@ - name of current month

@hour(currentdate)@ - current hour using 12 hour clock (0-12)

@ampm(currentdate)@ to provide a reference for am/pm 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)

Custom Fields Date/Time

You can parse out a particular date/time in a date field:

@year(fieldname)@ - returns the year value in fieldname

@month(fieldname)@ - returns the month value in fieldname

@day(fieldname)@ - returns the day value in fieldname

@hour(fieldname)@ - returns the hour value in fieldname using 12 hour clock (0-12)

@ampm(fieldname)@ to provide a reference for am/pm for fieldname

@hour24(fieldname)@ - returns the hour value in fieldname using 24 hour clock (0-24)

@minute(fieldname)@ - returns the minute value in fieldname

@second(fieldname)@ - returns the second value in fieldname

Controls

How to hide a variable if it is missing

Put <!--hideifnotfound--> in front of variable name.

• Example:

  <!--hideifnotfound-->@parent.contact.adjuster.email@

Note: the variable and the <!--hideifnotfound--> must in immediate succession, and not separated by a space.

How to display different content based on a value using SSlogic

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(CONDITION)-->
   The content to be displayed when condition is true.
   This can be more than one line.
<!--@end-->

• 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.

Example:

• The following will display a Christmas tree image if the month is December:

<!--@sslogic(month(now())=12)-->
   <img src='images/xmasstree.jpg'>
<!--@end-->

See here for more information and further examples.

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.

This syntax works if the check boxes are on the same level. or

Example:

<input type="checkbox" @checkbox('12345','yes')@>

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 type="checkbox" name="checkboxb20" value="Limited community support"  @checkboxvalue($1199639$||Limited community support)@>

• Use two "|" (pipes) to separate id and value to be checked

where 1199639 is customfield id if it is used on the same level @1199639@ if it is used on the child level $1199639$

This works for level one check boxes on level one web page view AND works for level two check boxes on level one web page view AND works for level three check boxes on level one web page view

How to display level three activities at level one in the Web Page View

When displaying a list of Level 2 activities using the [ # (?object=object;orderby=field) # ] processor, the corresponding Level 3 activities can now be displayed under each of the parent Level 2 activities by using [ @ (?object=object;orderby=field) @ ].

This new feature allows level one web page fields to display level 3 items.

This a type syntax for displaying level 2 items.

<table border=1>
[#(?object=activity;orderby=startdate)
<tr><td colspan=2>~subject~</td><td>~location~</td><td>~startdate~</td></tr>
#]
</table> 

This is the syntax showing level 3 items inside level 2 items.

<table border=1>
[#(?object=activity;orderby=startdate)
 
<tr><td colspan=2>~subject~</td><td>~location~</td><td>~startdate~</td></tr>
<tr>
<td>
 
<table bgcolor="00FFFF">
 
[@(?object=activity;orderby=startdate)<tr>
<td>~subject~</td><td>~location~</td><td>~startdate~</td>
</tr>@]
 
</table>
</td>
</tr>
 
#]
</table> 

How to display Level 3 Activities at Level 1 using Read Only-System Variable Field in Web Page View

The Read Only-System Variable field can now be used in the Web Page View field.

This is useful for displaying Level 3 activities at the Level 1 in a Web Page View field.

Currently we can display Level 3 activities at Level 1 using the following syntax:

<table border=1>
[#(?object=activity;orderby=startdate)
 
<tr><td colspan=2>~subject~</td><td>~location~</td><td>~startdate~</td></tr>
<tr>
<td>
 
<table bgcolor="00FFFF">
 
[@(?object=activity;orderby=startdate)<tr>
<td>~subject~</td><td>~location~</td><td>~startdate~</td>
</tr>
@] 

</table>
</td>
</tr>
 
#]
</table> 

This method, however, has the limitation that only Level 3 activities with less than 25 fields can be displayed using this technique.

To display Level 3 activities that have more than 25 fields, the following method is now available:

1. Create a Read Only - System Variable field at Level 2.

2. Format the field as you would a Web Page View field. For example:

<table border=1>
[#(?object=activity;orderby=startdate)
 
<tr><td colspan=2>~subject~</td><td>~location~</td><td>~startdate~</td></tr>
#]
</table>

3. You can now use the field in the Web Page View as you would any other field. For example:

<table border=1>[#(?object=activity;orderby=startdate)<tr><td colspan=2>~subject~</td><td>~location~</td><td>~startdate~</td></tr><tr><td colspan=2>$123456$</td></tr>#]
</table>

How to suppress the Page Footer with Printing the Page

To suppress the footer when printing the page you need to change your browser settings.

Internet Explorer

1. Choose the File Page Setup menu.

2. Delete the Header and Footer text.

3. If required, change the margins.

FireFox

1. Choose the File Page Setup menu.

2. Click the Margins & Header/Footer tab.

3. Set all Header and Footer options to Blank.

3. If required, change the margins.

How to control print behavior

To define a page break place the following code in the HTML source before the content you deem as the next page:

<div style="PAGE-BREAK-AFTER: always"><br style="height:0; line-height:0"></div>

To change the page orientation to landscape first place the following in the header portion (<head></head>) of the HTML:

<style type="text/css" media="print">
div.page  { 
writing-mode: tb-rl;
height: 80%;
margin: 10% 0%;
margin-right: 80pt;
filter: progid:DXImageTransform.Microsoft.BasicImage(Rotation=1);
}
</style>

<div class="page"></div> 

<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 behavior when saving as a PDF

To define a page break in a PDF add <pd4ml:page.break/> before the content you deem as the next 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.

How to display a Dynamic Data grid field

To show the data grid field in the webpage view field use the syntax '@fieldname.table@'.

How to display specific number of activities or transactions

When you want to display only specific number of activities or transactions from underlying level, use the following syntax.

 [#(?object=object;orderby=field) 
    <!--@sslogic(~index~='num')--> 
       ~standard field~ $custom field$ <br /> 
    <!--@end--> 
  #] <br /> 

    where, num= number of activities that should be displayed

Role base Web page view field

When you have a role base web page view field or company based webpage view field you can access the levelone, contacts, or company information.

@levelone.custom field name/custom field id@
@levelone.standard field name@

@company.custom field name/custom field id@
@company.standard field name@

@contact.custom fieldname/custom field id@
@contact.standard field name@

Retrieving Custom Field History

The following syntax is used to retrieve custom field history:

For the Status field:

@HistoryOf(status)@

For a Custom Field:

@HistoryOf(#####)@  

where ##### is the Custom Field ID. (The field name is not accepted in this case.)

Troubleshooting

• 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.

<tr><!--~index~--><td>

See Also

• SSlogic
• 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