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 is available in the Universal Tracking Application's Settings Page, the Global Settings Page and in the Transactions settings.

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.

==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

Example Advanced Logic on '''Transaction Types''' only has one control:To It allows you to show/hide the Link '''Links''' button, in the Condition box enter for individual Transaction Types. The '''Links''' button allows a Transaction to be linked to UTAs when viewing the value 0Transaction.

==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:Global Settings]][[Category:UTA Settings]][[Category:Universal Tracking Application]][[Category:System ConfigurationsAdvanced Logic]]