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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:AdvancedLogic.png]]
[[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]]'s Setting's Page - for rules specific the to each UTA.# In the [[:Category:Personal Transactions|Transaction Types]] page section on [[Global Settings]] - for both ''People'' and ''Company'' 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==
[[Category:Global Settings]][[Category:UTA Settings]][[Category:Universal Tracking Application]][[Category:Advanced Logic]]