Advanced Logic

Advanced Logic gives System Administrators a higher level of control over the entire interface.

This feature allows control of the visibility and/or access to interface elements such as buttons or tabs based on administrator defined conditions.

Location

This feature is available in 3 places:

1. Global Settings - to establish system-wide rules.
2. Universal Tracking Application's Setting's Page - for rules specific the each UTA.
3. Transaction Types page - for both People and Company Transaction Types

Advanced Logic on Transaction Types only has one control:
It allows you to show/hide the Links button for individual Transaction Types.
The Links button allows a Transaction to be linked to UTAs when viewing the Transaction.

Overview

For example, you can disable the Delete button when viewing Contacts for Users in a specific role by using the Advanced Logic setting on the Global Settings page.

This is currently available for: - the Level 2 Copy button. - Hide Notes at Level One, Level Two and Level Three.

i.e. Put the following into the Condition box:

instr(concat(',','@me.rolelist@',','),',roleid#,')

For example, instr(concat(',','@me.rolelist@',','),',9999,') OR instr(concat(',','@me.rolelist@',','),',1111,') where 9999 and 1111 are role ids.

Sample Condition Statements

• '@opportunity.typename@'<>'TemplateName' - not true for template "TemplateName"
• '@opportunity.statusid@'='765' - true for status with ID 765
• '@opportunity.statusid@' In ('765','766') - true for statuses with ID 765 and 766
• '@opportunity.statusid@' Not In ('765','766') - true for status with IDs other than 765 and 766
• 1=0 - never true