Difference between revisions of "Root Company Variable"
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* The advantages of Root Company Variables over System Variables are: | * The advantages of Root Company Variables over System Variables are: | ||
:*Root Company Variables can have their format validated (set as date, numeric, limited values in a combo box or checkboxes, and/or make use of [[JavaScript Validation]]) | :*Root Company Variables can have their format validated (set as date, numeric, limited values in a combo box or checkboxes, and/or make use of [[JavaScript Validation]]) | ||
| − | :*Access to Root Company Variables can be controlled by role permissions; only {{GUA}}s | + | :*Access to Root Company Variables can be controlled by role permissions; System Variables can only be edited by {{GUA}}s |
:*Root Company Variables, like other custom fields, can be organized into [[tabs]] | :*Root Company Variables, like other custom fields, can be organized into [[tabs]] | ||
* The advantage of System Variables is that, using the System2 syntax, you can pre-process the variable name to access different system variables based on the context (see [[System Variables#System 2|System Variables]] page for further information). | * The advantage of System Variables is that, using the System2 syntax, you can pre-process the variable name to access different system variables based on the context (see [[System Variables#System 2|System Variables]] page for further information). | ||
Revision as of 14:40, 6 November 2013
Root Company Variables can be referenced throughout your copy of SmartSimple using the syntax @rootcompany.fieldname@ or @rootcompany.#fieldid#@. The syntax is the same throughout the instance, irrespective of the object upon which the variable resides. In other words, the variable @rootcompany.fieldname@ will return the same value on a contact record, company record or record of any level.
- Root Company Variables have a similar utility to System Variables, in that they can store information that is relevant throughout your copy of SmartSimple in a centralized location.
- The advantages of Root Company Variables over System Variables are:
- Root Company Variables can have their format validated (set as date, numeric, limited values in a combo box or checkboxes, and/or make use of JavaScript Validation)
- Access to Root Company Variables can be controlled by role permissions; System Variables can only be edited by Global User Administrators
- Root Company Variables, like other custom fields, can be organized into tabs
- The advantage of System Variables is that, using the System2 syntax, you can pre-process the variable name to access different system variables based on the context (see System Variables page for further information).
Creating Root Company Variables
To create a Root Company Variable:
- Go to Global Settings
- Click on the Company Custom Fields hyperlink under Company & Account Settings (renamed to Branch & Organization Settings in below example)
- Create a custom field.
- To make the custom fields visible only on the Root Company, enter the following in the Visibility Condition of the custom field:
"@companyid@"="@rootcompanyid@"
- Irrespective of whether the custom field is visible on all internal company records or just the Root Company, the @rootcompany.fieldname@ syntax will only return the value entered into the field on the Root Company itself.
