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Web Page View Field Variables

73 bytes removed, 13:30, 27 August 2009

→‎To Display a List of Activities, Notes, Transactions, Contacts or Companies

=To Display a List of Activities, Notes, Transactions, Contacts or Companies=

==To Display an Entire List==

:<font size="3">[#(?object=''objectname'';{options})~''standardfieldname''~ $''customfieldname''$#]'''</font>

'''whereWhere:''':* ''objectname '' is one the name ofthe item to be listed. ::Either: '''activity, contact, user, company, notes, association, transaction ''' or '''level-1''':* ''standardfieldname '' is the name of a standard field (between tildes ~):* ''customfieldname '' is the name of a custom field (between dollar signs $) 

'''Notes:'''

:* You can refer to [[Custom Fields]] on in the objects list using ''customfieldid'' the Custom Field ID instead of ''customfieldname''the field name, still between dollar signs ('''$12345$'''):* '''level-1''' can only be used as an object when referenced from a contact record

'''Options:'''

:* <font size="3">orderby=''standardfieldname''</font> - sorts the list in ascending order by the standard field specified

:* <font size="3">orderby=''standardfieldname'' desc</font> - sorts the list in descending order by the standard field specified

:* <font size="3">orderby=tbl_''customfieldid''.valuestr</font> - sorts the list in ascending order by the custom field specified

:* <font size="3">criteria=''standardfieldname''=''value''</font> - filters the list to only those items that meet the criteria specified

 

:* multiple options can be included, separated by semi-colons (;)

'''Examples:'''

</pre>

==Sorting * For a List==To sort Ascending::<font size="3">[#list of Level 2 (?object=''objectname'';orderby=''fieldname'')~''fieldname1''~ ~''fieldname2''~#]'''</font> To sort Descending::<font size="or Level 3">[#(?object=''objectname'';orderby=''fieldname'' desc)~''fieldname1''~ ~''fieldname2''~#]'''</font> '''Examples''':* To sort activities sorted by Start Date in descending order:

<pre>

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

</pre>

* to

<pre>

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

 

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

'''Example''':  '''* With Multiple Criteria''':

<pre>

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

</pre>

'''* To sort on descending by a custom field'''called "Total Hours" with a custom field id of 67292:

<pre>

[#(?object=activity;orderby=tbl_custom field idtbl_67292.valuestrdesc)<tr><td>Subject: ~locationsubject~</td><td>Total Hours: $Total Hours$</td><td>Start Date: ~startdate~</td></tr>#] e.g. where custom field id=999999

</pre>

'''Note:''' ''$Total Hours$'' in the list could be listed as ''$67292$'' with the same result.

'''To list a specific activity type only''':

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