Changes

The '''Advanced Logic feature allows ''' gives [[System Administrator]]s a higher level of control of over the visibility and/or access to entire interface elements such as buttons or tabs based on administrator defined conditions.

This feature allows control of the [[Image:AdvancedLogic.pngvisibility]] and/or access to [[Interfaces|interface]] elements such as buttons or tabs based on [[Administrator|administrator]]defined conditions.

[[Image:AdvancedLogicAugust2014.png|link=]] ==Location==This feature is available in 3 places:# '''Advanced Logic''' link on the [[Global Settings]] page (In the [[Business & System Configuration]] section) - to establish system-wide rules.# '''Advanced Logic''' link on the '''Settings''' Page within each [[Universal Tracking Application]] - for rules specific to each UTA.# In the [[:Category:Transactions|Transaction Types]] section on [[Global Settings]] - 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=='''Object''': The object that is being controlled.<br />'''Condition''': A logical statement that when true will make the object statement true, and when false will make the object statement false. * If the '''Object''' says "Show Level 1 Save Button", if the statement in the '''Condition''' field is true the Save button will be shown.* If the '''Object''' says "Hide Top Invoice Tab", if the statement in the '''Condition''' field is true the Invoice Tab will be hidden.* If the '''Object''' says "Disable Delete Level 1 Contacts", if the statement in the '''Condition''' field is true, deleting Level 1 contacts will be disabled (meaning deletion won't be possible).  ''For example, you can disable the '''Delete''' button when viewing '''Contacts''' at Level 1 for [[User]]s in a specific [[Role|role]] by using the '''Advanced Logic''' setting on the [[Global Settings]] page.:[[Image:AdvancedLogicDCAugust2014.png|link=]] ''In the above example, users who are in the role "Program Director" or "Applicant" will be prevented from deleting contacts at {{l1}}.'' ==Sample Conditional Statements== '''NOTE:''' When possible, avoid using IDs (i.e., typeid, statusid). Using field names rather than IDs allows for better readability and cloning. * Using role name vs. role id !@me.inRole(Organization Contact)@ rather than 'instr('@me.rolelist@',',10733,')=0'  * Not true for the Level 1 template with typeid ''12345'' '@opportunity.typeid@'<>'12345' or '@opportunity.typeid@'Not In('12345')  * True if the Level 1 status is 'Draft': '@opportunity.status@'='Draft' or '@opportunity.status@' In ('Draft')  * True unless the Level 1 status is 'Draft' or 'Open': '@opportunity.status@' Not In ('Draft','Open')   * True if the Level 1 statusid is 765 or 766 '@opportunity.statusid@' In ('765','766')   * True if the Level 1 statusid is NOT 765 or 766 '@opportunity.statusid@' Not In ('765','766')  * True when current user is in the role ''Program Director'' or ''Applicant'': @me.inRole(Program Director)@ OR @me.inRole(Applicant)@   * False when current user is in both the roles ''Program Director'' and ''Applicant'': !@me.inRole(Program Director)@ AND !@me.inRole(Applicant)@  * For a advanced logic based the '''startdate''' or '''enddate''' standard fields:::* Use ''''@fullstartdate@'''' rather than ''''@startdate@'''' and ''''@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'  * True if today's date is after the Start Date: now()>'@fullstartdate@'  * Never True 1=0   * Always True 1=1   '''<u>IMPORTANT</u>''' The syntax used will vary depending on which '''Object''' is being controlled.<br>For example, consider the '''Show Level 3 New Button'''. This button is shown when you are viewing a Level 2 record.* If you want to control the visibility of the Level 3 New button based on the status of the '''Level 2''' item you would use: '@statusid@' In ('765','766')  * If you want to control the visibility of the Level 3 New button based on the status of the '''Level 1''' item you would use: '@opportunity.statusid@' In ('765','766')   ==See Also== To see the options available for Advanced Logic settings, visit our [[Advanced Logic Options]] page. * [[Boolean Operators]]* [[UTA Settings Page]]* [[inRole]] [[Category:System ConfigurationsGlobal Settings]][[Category:UTA Settings]][[Category:Universal Tracking Application]][[Category:Advanced Logic]]