Difference between revisions of "Determining the typeid"
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In order to determine the ''typeid'' of a Level 1 template: | In order to determine the ''typeid'' of a Level 1 template: | ||
| − | * Go to the list of [[Template]]s on the | + | * Go to the list of [[Template]]s on the [[UTA Settings]] page. |
* Click on the hyperlinked name of the relevant Template in the left-hand pane. | * Click on the hyperlinked name of the relevant Template in the left-hand pane. | ||
* The typeid will be displayed at the top of the page, captioned "Template ID." | * The typeid will be displayed at the top of the page, captioned "Template ID." | ||
| Line 13: | Line 13: | ||
''Alternate Method'' | ''Alternate Method'' | ||
| − | * Go to the list of [[Template]]s on the | + | * Go to the list of [[Template]]s on the [[UTA Settings]] page. |
* Right-click on the name of the relevant template in the left-hand pane and select '''Properties''' | * Right-click on the name of the relevant template in the left-hand pane and select '''Properties''' | ||
* Within the address displayed it will list the numerical ''typeid'' for that [[Template]]: | * Within the address displayed it will list the numerical ''typeid'' for that [[Template]]: | ||
| Line 26: | Line 26: | ||
[[Image:LocationofTypeID.png|link=]] | [[Image:LocationofTypeID.png|link=]] | ||
| + | ''Alternate Method'' | ||
* Go to the list of '''Types''' on the [[UTA Settings]] page. | * Go to the list of '''Types''' on the [[UTA Settings]] page. | ||
* Right-click on the name of the relevant type in the left-hand pane and select '''Properties''' | * Right-click on the name of the relevant type in the left-hand pane and select '''Properties''' | ||
Revision as of 12:54, 18 September 2013
When using Advanced Logic or Visibility Condition for standard fields, you may wish to restrict based on the Level 1 Template or Level 2 Type of the associated record.
The syntax of the conditional statements refers to the typeid, which is the system's numerical value associated with each Template or Type.
Level 1 Template
In order to determine the typeid of a Level 1 template:
- Go to the list of Templates on the UTA Settings page.
- Click on the hyperlinked name of the relevant Template in the left-hand pane.
- The typeid will be displayed at the top of the page, captioned "Template ID."
Alternate Method
- Go to the list of Templates on the UTA Settings page.
- Right-click on the name of the relevant template in the left-hand pane and select Properties
- Within the address displayed it will list the numerical typeid for that Template:
Level 2 Type
In order to determine the typeid of a Level 2 type:
- Go to the list of Types on the UTA Settings page.
- Click on the hyperlinked name of the relevant Type in the left-hand pane.
- The typeid will be displayed at the top of the page, with the caption "Status ID."
Alternate Method
- Go to the list of Types on the UTA Settings page.
- Right-click on the name of the relevant type in the left-hand pane and select Properties
- Within the address displayed it will list the numerical typeid for that Type (it will be called statusid in the address).
Important: Within the address it will be called statusid rather than typeid.
You should still use typeid when referring to it for Advanced Logic, Visibility Conditions or scripts.
Firefox:
- you may have to click into the address and hit the End button on your keyboard to see the statusid portion of the address.
Internet Explorer:
- Visibility Condition
- Advanced Logic
- Determining the Application ID
- Determining the Category ID
- Determining the Company ID
- Determining the Custom Field ID
- Determining the Event ID
- Determining the File ID
- Determining the Folder ID
- Determining the Opportunity ID
- Determining the Report ID
- Determining the Role ID
- Determining the Root Company ID
- Determining the Status ID
- Determining the Type ID
- Determining the User ID
- Determining the Workflow ID
