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 at Level 1 for Users in a specific role by using the Advanced Logic setting on the Global Settings page.

In the above example, users in role ID 1234 or role ID 1235 will be prevented from deleting contacts at Level 1.

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

• instr(concat(',','@me.rolelist@',','),',1234,') OR instr(concat(',','@me.rolelist@',','),',1235,')

- true for role IDs 1234 and 1235

• 1=0 - never true