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Visibility Condition

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{{MySQL Syntax}} The Visibility Condition section of [[Custom Fields]] and , [[Standard_Field_SettingsUTA Standard Field Settings|UTA Standard Fields]], [[Contact and Account Standard Fields]] and [[Submit Buttons]] allows you to use logical statements to determine whether or not a field is [[visible or not]]. Common visibility condition statements are based on roles, types, statuses, and even field values.

'''Note:''' Visibility Conditions take effect when the page is loaded. They will not run dynamically if the condition is based on changing the value of a field that is on the page. If you wish to change the visibility of fields dynamically, you should use the [[Show/Hide Header]] procedure.<!--'''Examples'''-->

===Basic Condition Syntax===<!--* To make the field visible after 06 February 20092015. now()>'2009-02-06'

now()>"2015-02-06"

or

"@date(currentdate)@">"2015-02-06"

* '''IMPORTANT:''' for a visibility condition based the '''startdate''' or '''enddate''':

::* Use ''''@fullstartdate@'''' rather than ''''@startdate@''''

::* Use ''''@fullenddate@'''' rather than ''''@enddate@''''.

:''This will format the stored date as yyyy-mm-dd so it can be compared using < and >.''

'@fullstartdate@' >= '2009-05-01'

* To make a Contact field visible only to the contact and to System Administrators (''[[roleid]]'' 12345):

* To make the field visible only if the date in the field named '''Date Initiated''' is on or after 2009-01-31 '"@Date initiatedme.userid@' >"= '2009-01-31'"@userid@" OR @me.inRole(System Administrator)@

* To make a field visible to a role (''[[inRole]]'' Reviewer):

* To make the field visible for a user with roleid 9999 ',@me.rolelistinRole(Reviewer)@,' REGEXP ',9999,' =1

* To hide a field from those in the role ''Reviewer''

*To make !@me.inRole(Reviewer)@-->Visibility works by determining the truth of a given condition. For example: the field hidden only shows for a user with roleid 9999someone in the Reviewer role. In that case, the condition syntax would look like this: ',@me.rolelistinRole(Reviewer)@,' REGEXP ',9999,' = 0

If the condition is true--that is, the user viewing the page does have the Reviewer role--then the field is displayed.

*To make This can also work with a negative: the field visible only when the status is Draft or Open * '@status@' in ('Draft','Open') ::''Note: The above Visibility Condition would only to be used '''Standard Fields'''. [[Custom Fields]] have hidden from a separate [[Status Field Permissions|Status Field Permission]] section that can be usedReviewer.''

!@me.inRole(Reviewer)@

*More ExamplesNote: because the statement must be true, '@Destination City@'='Toronto' '@Type@'!='Contract'the above syntax is actually looking to display the field to anyone NOT in the Reviewer role.

===More Examples===

{| class="wikitable"

|-

||'''Condition'''

||'''Syntax'''

|-

||Field is only visible if Status is either Draft or Open

||<nowiki>"@status@" in ('Draft','Open')</nowiki>

|-

||Field is only visible when it contains a value

||<nowiki>"@fieldname.length@"*1>0</nowiki>

|-

||Field is visible if the type is NOT "Contract"

||<nowiki>"@Type@"!="Contract"</nowiki>

|-

||Field is only visible after February 6, 2015

||<nowiki>"@date(currentdate)@">"2015-02-06"</nowiki>

|-

||Field is only visible if Start Date is on or after May 1, 2009*

||<nowiki>"@fullstartdate@" >= "2009-05-01"</nowiki>

|-

||Field is only visible if the value of Date Initiated is on or after 2014-01-31

||<nowiki>"@Date Initiated@" >= "2014-01-31"</nowiki>

|}

* '''NoteIMPORTANT:''' remember to include for a visibility condition based on the '''startdate''' or '''enddate''':*:* Use ''''@fieldnamefullstartdate@ in single quotes'''' rather than ''''@startdate@''''*:* Use ''''@fullenddate@'''' rather than ''''@enddate@''''.

* ''This will format the stored date as yyyy-mm-dd so it can be compared using < and >.''

"@fullstartdate@" >= "2009-05-01"

 

<!--** To make the field visible only if the date in the field named '''Date Initiated''' is on or after 2014-01-31

 

"@Date initiated@" >= "2014-01-31"

 

 

** To hide the field for new Level 1 records until they have been saved once

 

This should not be done with a Visibility Condition. Use the [[New Record Display]] setting

 

 

** To make the field visible if the Template or Type is named '''Sample''' or '''Example'''

 

"@type@"="Sample" OR "@type@"="Example"

 

 

** To make the field hidden for a user if they have a [[UTA Role]] of ''XYZ''

 

INSTR("[#(?object=contact::criteria=rolename like 'XYZ')~userid~,#]","@me.userid@")=0

 

 

** To make the field visible for a user whose parent company has Organization category 1234

 

"@me.parent.catlist@" like "%,1234,%"

 

 

** To make the field visible only when the status is Draft or Open

 

"@status@" in ('Draft','Open')

*

*:: ''Note: The above Visibility Condition would only be used for '''Standard Fields'''. [[Custom Fields]] have a separate [[Status Field Permissions|Status Field Permission]] section that can be used.''

*

 

 

 

** To make the field visible only when it contains a value.

 

"@''fieldname''.length@"*1>0

*

*:: ''Note: When used with [[Custom Field Type: Text – Multiple Lines|Multiple Line Text fields]] that may contain double quotes, use "@''fieldname''.value@"!="" (See [[Ssescape|SSEscape]] for additional information.)''

*

 

 

 

** More Examples:

 

"@Destination City@"="Toronto"

"@Type@"!="Contract"

 

'''Note:''' remember to include the @fieldname@ in quotes.-->

===Multiple Conditions===

It is also possible to test multiple conditions:

 

* For an '''OR''' condition use two pipes (|)

'"@status@' " = '"Closed' " || '"@me.fullname@'"='John "Jane Doe'"

''The above field will be visible either if the status of the record is ''Closed'', OR if the user viewing the record is named ''John Doe''.''

 

* For an '''AND''' condition use two ampersands (&)

  '"@status@' " = '"Closed' " && '"@me.fullname@''"='"John Doe'"

''The above field will be visible only if the status of the record is ''Closed'' AND the user viewing the record is named ''John Doe''.''

* You can also use a combination of these using brackets:

'@status@' = 'Closed' && (‘@me.fullname@’='John Doe' || '@me.fullname@'='John Deer' || '@me.fullname@'='Dear John')

''The above field will be visible only if the status of the record is ''Closed'' AND the user is one of the 3 named users.''

* You can also use a combination of these, using brackets to control the order of validation:  ( "@status@" ="Closed" || "@status@" =See Also"Cancelled") && ("@me.fullname@"="John Doe" || "@me.fullname@"="John Deer" || "@me.fullname@"="Dear John")''The above field will be visible only if the status of the record is either ''Closed'' OR ''Cancelled'', AND the user is one of the 3 named users.''  

Visibility of [[Custom Fields]] can ==Note==* It is usually best practice to use double quotes (") around variables rather than single quotes ('). This is because single quotes are also apostrophes, so if the variable is processed and replaced with a term with an apostrophe it will close the statement and cause a server side error. (In principle the variable could also be controlled using:* [[Role Field Permissions]] * [[Status Field Permissions]]* replaced with text containing a double quote, also resulting in an error, but double quotes are less commonly stored.) (See [[Show/Hide Field ControlSsescape|SSEscape]]for additional information.)

For help constructing logical statements for '''Visibility Condition''':==See Also==* [[Determining the statusid]]* [[Determining the roleid]]* [[Determining the typeid]]* [[Advanced Logic]] (for more examples){{DeterminingIDs}}

** [[UTA Standard Field Settings]]

** [[Contact and Account Standard Fields]]

{{VisibilityofCustomFields}}

[[Category:Custom Fields]]

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Sharon Courtney

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