Difference between revisions of "Visibility Condition"

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(To Include Multiple Conditions)
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'''Note:''' remember to include the @fieldname@ in single quotes.
 
'''Note:''' remember to include the @fieldname@ in single quotes.
  
===To Include Multiple Conditions===
+
===Multiple Conditions===
 +
It is also possible to test multiple conditions:
 +
* For an '''OR''' condition use two pipes (|)
  
For an OR condition use two pipes (|)
+
'@status@' = 'Closed' || '@me.fullname@'='John 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''.''
  
'@status@' = 'Closed' || ‘@me.userid@’='12345'
 
  
 +
* 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:
 +
'@status@' = 'Closed' && (‘@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 ''Closed'' AND the user is one of the 3 named users.''
  
 
==See Also==
 
==See Also==

Revision as of 16:54, 16 July 2009

The Visibility Condition section of Custom Fields and Standard Fields allows you to use logical statements to determine whether a field is visible or not.

Examples

  • To make the field visible after 06 February 2009.
now()>'2009-02-06' 


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


  • To make the field visible only if the date in the field named Date Initiated is on or after 2009-01-31
'@Date initiated@' >= '2009-01-31'


  • To make the field visible for a user with roleid 9999
',@me.rolelist@,' REGEXP ',9999,' =1


  • To make the field hidden for a user with roleid 9999
',@me.rolelist@,' REGEXP ',9999,' = 0


  • 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 Standard Fields. Custom Fields have a separate Status Field Permission section that can be used.


  • More Examples,
'@Destination City@'='Toronto' 
'@Type@'!='Contract'


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

Multiple Conditions

It is also possible to test multiple conditions:

  • For an OR condition use two pipes (|)
'@status@' = 'Closed' || '@me.fullname@'='John 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:
'@status@' = 'Closed' && (‘@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 Closed AND the user is one of the 3 named users.

See Also

Visibility of Custom Fields can also be controlled using:

For help constructing logical statements for Visibility Condition: