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Root Company Variable

272 bytes added, 18:20, 20 October 2017
deprecating page
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[[Root Company]] Variables can be referenced throughout your copy of SmartSimple using the syntax @rootcompany.''fieldname''@ or @rootcompany.#''fieldid''#@. The syntax is the same throughout the instance, irrespective of the object upon which the variable resides. In other words, the variable @rootcompany.''fieldname''@ will return the same value on a contact record, company record or {{UTA}} record of any level.
* Root Company Variables have a similar utility to [[System Variables]], in that they can store information that is relevant throughout your copy of SmartSimple in a centralized location.
* The advantage advantages of Root Company Variables over System Variables is that System Variables can only return text strings, whereas are::*Root Company Variables can store have their format validated (set as date, numeric, limited values in a combo box or checkboxes, and/or make use of any [[The Musings of Chin - Best Practice: Correct Data Formats|data formatJavaScript Validation]] (text, number, date, etc.) supported :*Access to Root Company Variables can be controlled by SmartSimple'role permissions; System Variables can only be edited by {{GUA}}s :*Root Company Variables, like other custom fields, can be organized into [[custom fieldstabs]].
* The advantage of System Variables is that, using the System2 syntax, you can pre-process the variable name to access different system variables based on the context (see [[System Variables#System 2|System Variables]] page for further information).
To create a Root Company Variable:
# Go to [[Global Settings]]
# Click on the ''Company Custom Fields'' hyperlink under [[Company & Account Settings]] ''(renamed to Branch & Organization Settings in example below example)''
# Create a custom field.
# Edit your [[Root Company]] and enter a value into the custom field.
# Save the changes.
[[Image:BranchCustomFields.png|link=]]
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word-wrap: break-word;">"@companyid@"="@rootcompanyid@"</pre>
* Irrespective of whether the custom field is visible on all internal company records or just the Root Company, the @rootcompany.''fieldname''@ syntax will only return the value entered into the field on the Root Company itself.
==See Also==
* [[System Variables]]
* [[Category:VariablesRoot Company]]* [[Determining the root companyid]]
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