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Visibility Condition

2,040 bytes added, 18:18, 20 October 2021

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{{MySQL Syntax}} The Visibility Condition section of [[Custom Fields]], [[UTA Standard Field Settings|UTA Standard Fields]] and , [[Contact and Account Standard Fields]] allow and [[Submit Buttons]] allows you to use logical statements to determine whether or not a field is [[visible or not]]. Common visibility condition statements are based on roles, types, statuses, and even field values.

'''Note:''' Visibility Conditions take effect when the record page is savedloaded. They will not run dynamically if the condition is based on changing the value in of a field that is on the page. If you wish to change the visibility of fields dynamically , you should use the [[Show/Hide Header]] procedure.<!--'''Examples'''-->

'''Examples'''===Basic Condition Syntax===<!--* To make the field visible after 06 February 2015.

* To make the field visible after now()>"2015-02-06 February 2009." or now"@date(currentdate)@">'2009"2015-02-06' "

* To make a Contact field visible only to the contact and to System Administrators (''[[roleid]]'' 12345):

@me.userid@=@userid@ or instr("@me.rolelist@",",12345,")>0

"@me.userid@"="@userid@" OR @me.inRole(System Administrator)@

* '''IMPORTANT:''' for To make a field visible to a visibility condition based the '''startdate''' or 'role (''enddate'[[inRole]]''Reviewer):::* Use ''''@fullstartdate@'''' rather than ''''@startdate@'''' ::* Use ''''@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'

@me.inRole(Reviewer)@

* To make the hide a field visible only if the date from those in the field named '''Date Initiated''' is on or after 2009-01-31 role '@Date initiated@' >= Reviewer'2009-01-31'

!@me.inRole(Reviewer)@-->

Visibility works by determining the truth of a given condition. For example: the field only shows for someone in the Reviewer role. In that case, the condition syntax would look like this:

@me.inRole(Reviewer)@

* To hide If the condition is true--that is, the user viewing the page does have the Reviewer role--then the field for new Level 1 records until they have been saved once @opportunityid@>0is displayed.

This can also work with a negative: the field is to be hidden from a Reviewer.

* To make the field visible if the Template or Type is named '''Sample''' or '''Example''' '!@typeme.inRole(Reviewer)@'='Sample' OR '@type@'='Example'

Note: because the statement must be true, the above syntax is actually looking to display the field to anyone NOT in the Reviewer role.

* To make the field ===More Examples==={| class="wikitable"|-||'''Condition'''||'''Syntax'''|-||Field is only visible if Status is either Draft or Open||<nowiki>"@status@" in ('Draft','Open')</nowiki>|-||Field is only visible for when it contains a user with [[roleid]] 9999value instr(||<nowiki>" @mefieldname.rolelistlength@"*1>0</nowiki>|-||Field is visible if the type is NOT "Contract"||<nowiki>"@,Type@"!=",Contract"</nowiki>|-||Field is only visible after February 6,9999,2015||<nowiki>"@date(currentdate)@">0"2015-02-06"</nowiki>|-:''instr checks to see of the 2nd term (||Field is only visible if Start Date is on or after May 1,9999,) can be found within the first term (2009*||<nowiki>"@me.rolelistfullstartdate@) and returns " >= "2009-05-01"</nowiki>|-||Field is only visible if the numeric character position at which it is found. It returns a value of Date Initiated is on or after 2014-01-31||<nowiki>"@Date Initiated@" >= "2014-1 if the search term is not found.01-31"</nowiki>|}

* '''IMPORTANT:''' for a visibility condition based on the '''startdate''' or '''enddate''':

*:* Use ''''@fullstartdate@'''' rather than ''''@startdate@''''

*:* Use ''''@fullenddate@'''' rather than ''''@enddate@''''.

*To make ''This will format the field hidden for a user with roleid 9999stored date as yyyy-mm-dd so it can be compared using < and >.'' instr("@me.rolelistfullstartdate@",>= ",9999,2009-05-01")<0:''In this case ''instr'' will return false (-1) if the role is not found that will only display the field for users that don't have [[roleid]] 9999

<!--**To make the field visible for a user whose parent company has company category 1234 only if the date in the field named '''@me.parent.catlist@Date Initiated' like '%,1234,%' is on or after 2014-01-31

*To make the field visible only when the status is Draft or Open * ' "@statusDate initiated@' in ('Draft','Open') ::''Note: The above Visibility Condition would only be used '''Standard Fields'''. [[Custom Fields]] have a separate [[Status Field Permissions|Status Field Permission]] section that can be used.''" >= "2014-01-31"

*More Examples, '@Destination City@'='Toronto' '@Type@'!='Contract'* To hide the field for new Level 1 records until they have been saved once

This should not be done with a Visibility Condition. Use the [[New Record Display]] setting

'''Note:''' remember to include the @fieldname@ in single quotes.

** To make the field visible if the Template or Type is named '''Sample''' or '''Example'''

 

"@type@"="Sample" OR "@type@"="Example"

 

 

** To make the field hidden for a user if they have a [[UTA Role]] of ''XYZ''

 

INSTR("[#(?object=contact::criteria=rolename like 'XYZ')~userid~,#]","@me.userid@")=0

 

 

** To make the field visible for a user whose parent company has Organization category 1234

 

"@me.parent.catlist@" like "%,1234,%"

 

 

** To make the field visible only when the status is Draft or Open

 

"@status@" in ('Draft','Open')

*

*:: ''Note: The above Visibility Condition would only be used for '''Standard Fields'''. [[Custom Fields]] have a separate [[Status Field Permissions|Status Field Permission]] section that can be used.''

*

 

 

 

** To make the field visible only when it contains a value.

 

"@''fieldname''.length@"*1>0

*

*:: ''Note: When used with [[Custom Field Type: Text – Multiple Lines|Multiple Line Text fields]] that may contain double quotes, use "@''fieldname''.value@"!="" (See [[Ssescape|SSEscape]] for additional information.)''

*

 

 

 

** More Examples:

 

"@Destination City@"="Toronto"

"@Type@"!="Contract"

 

'''Note:''' remember to include the @fieldname@ in quotes.-->

===Multiple Conditions===

It is also possible to test multiple conditions:

 

* For an '''OR''' condition use two pipes (|)

'"@status@' " = '"Closed' " || '"@me.fullname@'"='"Jane Doe'"

''The above field will be visible either if the status of the record is ''Closed'', OR if the user viewing the record is named ''John Doe''.''

 

* For an '''AND''' condition use two ampersands (&)

  '"@status@' " = '"Closed' " && '"@me.fullname@''"='"John Doe'"

''The above field will be visible only if the status of the record is ''Closed'' AND the user viewing the record is named ''John Doe''.''

 

* You can also use a combination of these, using brackets to control the order of validation:

  ( '"@status@' " = '"Closed' " || '"@status@' " = '"Cancelled'") && ('"@me.fullname@'"='"John Doe' " || '"@me.fullname@'"='"John Deer' " || '"@me.fullname@'"='"Dear John'")

''The above field will be visible only if the status of the record is either ''Closed'' OR ''Cancelled'', AND the user is one of the 3 named users.''

 

 

 

==Note==

* It is usually best practice to use double quotes (") around variables rather than single quotes ('). This is because single quotes are also apostrophes, so if the variable is processed and replaced with a term with an apostrophe it will close the statement and cause a server side error. (In principle the variable could also be replaced with text containing a double quote, also resulting in an error, but double quotes are less commonly stored.) (See [[Ssescape|SSEscape]] for additional information.)

==See Also==

* [[UTA Standard Field Settings]]* [[Contact and Account Standard Fields]]* [[Determining the statusid]]* [[Determining the roleid]]* [[Determining the typeid]]Visibility of [[Custom Fields]] can also be controlled using:* [[Role Field Permissions]] * [[Status Field Permissions]]* [[Show/Hide Header]]For More Examples of Conditional Statements* [[Advanced Logic]]{{DeterminingIDs}}

** [[UTA Standard Field Settings]]

** [[Contact and Account Standard Fields]]

{{VisibilityofCustomFields}}

[[Category:Custom Fields]]

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Sharon Courtney

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