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Advanced Logic

3,076 bytes added, 18:18, 13 August 2014

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'''Advanced Logic''' gives [[System Administrator]]s a higher level of control over the entire interface.

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

[[Image:AdvancedLogicAdvancedLogicAugust2014.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')

This feature is available in 3 places:

# [[Global Settings]] to establish system-wide rules.

# [[Universal Tracking Application]]'s Setting's Page

# '''Transactions''' settings.

* 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'For example, you can disable '766')   * True if the Level 1 statusid is NOT 765 or 766 '@opportunity.statusid@'Not In ('Delete765','766' button )  * True when viewing current user is in the role ''Program Director''or 'Contacts'Applicant'' for [[Users]] : @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 specific [[Role|role]] by using advanced logic based the '''Advanced Logicstartdate''' or '''enddate'''standard fields:::* Use ' setting on '''@fullstartdate@'''' rather than ''''@startdate@'''' and ''''@fullenddate@'''' rather than ''''@enddate@''''.:''This will format the [[Global Settings]] pagestored 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

'''Transactions'''

* Link Button

'''Example<u>IMPORTANT</u>''':

To hide 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 Link Level 3 New button, in based on the Condition box enter status of the value 0'''Level 2''' item you would use: '@statusid@' In ('765','766')

'''Advance Logic''' controls various object * If you want to control the visibility. This is currently available for: - of the '''Level 2 Copy''' 3 New button. - based on the status of the '''Hide NotesLevel 1''' at item you would use: '@opportunity.statusid@'In ('Level One''765', '766''Level Two''' and '''Level Three'''.)

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

<nowiki>instr(concat(',','@me.rolelist@',','),',roleid#,')</nowiki>

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

'''Additonal Examples:'''* '''@status@=’new’''':if To see the status is set to ‘new'options available for Advanced Logic settings, visit our [[Advanced Logic Options]] page.* '''1=0 ''':setting the condition to be false every time and thus controlling the display of the object.'''

* [[Boolean Operators]]

* [[UTA Settings Page]]

* [[inRole]]

[[Category:Global Settings]][[Category:UTA Settings]][[Category:Universal Tracking Application]][[Category:Advanced Logic]]

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Arthur Lathrop

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