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.

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Contents

Location

This feature is available in 3 places:

  1. Advanced Logic link on the Global Settings page (In the Business & System Configuration section) - to establish system-wide rules.
  2. Advanced Logic link on the Settings Page within each Universal Tracking Application - for rules specific to each UTA.
  3. In the 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.
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 Users in a specific role by using the Advanced Logic setting on the Global Settings page.

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In the above example, users who are in the role "Program Director" or "Applicant" will be prevented from deleting contacts at Level 1.

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


IMPORTANT

The syntax used will vary depending on which Object is being controlled.
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.