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The [[Web Page View Field]] provides the ability to display a fully formatted document or web page.
In constructing this type of page HTML is used in conjunction with the following variables.
'''@me.firstname@ will be replaced by current user's firstname'''
'''@me.companyname@'''
'''@namestatuscaption@''' - standard field '''Status Caption'''
'''@typetype_lang@'''- standard field '''Application Template Type (Based on user language setting)'''.
'''@statusstatus_lang@''' - standard field '''Status (Based on user language setting)'''
'''@description@'''
'''@probability@'''
'''@modifiedby@''' / '''@modifiedbyid@'''
'''@modifieddate@'''
'''@enddate@'''
'''@createddate@'''
'''@createdby@'''
'''@jobquestions@''' - displays as combo boxes
'''@owner.field@'''
Example: '''@owner.namefullname@''' or '''@owner.address@'''
'''@person.field@'''
Example: '''@person.fullname@''' or '''@person.address@''' '''@company.field@'''
Example: '''@company.name@''' or '''@company.address@'''
'''@company.owner.field@''' Example '''@company.owner.email@''' '''@branch.field@'''
Example: '''@branch.name@''' or '''@branch.address@'''
'''@apptype@''' the Application ID (appid) of the UTA.
'''@subject@'''
'''@owner@'''
'''@eownerid@''' - userid of the owner
'''@contact@'''
'''@eventid@'''
'''@typename@'''
'''@objectid@'''
'''@rootcompanyid@'''
'''@rootcompany.name@'''
'''@contact.field@'''
Example: @contact.company.address@ or @contact.company.city@
<u>'''Custom Field Variables'''</u>
Example: @more information@ or @#17342#@
==UTA Level 2 variables called from UTA Level 3==
When working at Level 3, you can call Level 2 variables using:
'''@parent.'''''fieldname'''''@''' or '''@parent.#'''''fieldid'''''#@''' (Note: All field names should be entirely lower case.)
<u>'''UTA Level 1 variables called from UTA Level 3'''</u>
If your '''Web Page View''' is at Level 3, you can call Level 1 variables using:
'''@parent.parent.'''''fieldname'''''@''' or '''@parent.parent.#'''''fieldid'''''#@''' (Note: All field names should be entirely lower case.)
<u>'''Level 3 Associated Parent (Opportunity) '''</u>
Where Payment Allocation is enabled you have two models to choose from before configuring: usually the Associated Parent is a Funding Stream of Overall Budget (event) and the associated object is the Disbursement (Level 3). In less granular cases the Associated Parent is the opportunity.
<u>'''Level 3 Associated Parent'''</u>
If Payment Allocation is enabled, you can pull fields from the Associated Parent using the following variable:
'''@linkparent.''fieldname''@'''
If your associated payment is linked to the event you can pull fields from the opporunity using the following variable:
'''@linkparent.''parent''.fieldname@''' So '''@linkparent.''parent''.branch@''' will return: '''SmartSimple Inc.'''
On the company/branch:
'''@linkparent.parent.branch.''Transit''@''' will return: '''''1950'''''
=Field List=
<u>'''People Fields'''</u>
firstname, lastname, namefullname, title, email, phone, company, address, address2, city,province, state, country, postalcode, owner, modifieddate, cost, costunit, type, resourcename, isrecource, uprefix (prefix), usuffix (suffix), uphoneext (Phone Extension)
<u>'''Company Fields'''</u>
name, address, address2, city, province, state, country, postalcode, phone, fax, website
<u>'''Lead Fields'''</u>
status, description, name, phone, fax, address, address2, city, state, province, country,
postalcode, website, firstname, lastname, contactphone, title, email, dat_added
=UTA Contact and Account Variables=How to display contact information for people associated in the Contacts sectionOwner: : <span style="font-size: medium;">'''@owner.''fieldname''@'''</span>Person (Level 1 only): : <span style="font-size: medium;">'''@person.''fieldname'''''@</span>Assigned (Level 2 only):
: <span style="font-size: medium;">'''Use the variable@assigned.''fieldname''@'''</span>Company (Level 1 only):
: <span style="font-size: medium;">'''@contactclient.rolename''fieldname''@'''</span>Use @client.fieldcategoryids@to return a list of [[Determining the categoryid|category IDs]] - comma delimited - note the leading comma - e.g. ",1234,555,666,"
: <span style="font-size: medium;">'''field = the name of the field that is located on the @contact.'s record'rolename.fieldname''@''' </span> or <span style="font-size: medium;"> '''@company.''rolename.fieldname''@'''</span>'''where:'''
* ''rolename'' = the name of the role that has been assigned to the contact/account on the Level One item
* ''fieldname'' = the name of the field that is located on the contact's record.
Example:
: <pre><tablespan style="font-size: medium;">'''[#(?object=object;orderby=fieldcontact)<tr><td>~field''fieldname''~#]''' </tdspan>or <tdspan style="font-size: medium;">'''[#(?object=company) ~field''fieldname''~#]''' </td><td>~field~</td><td>$customfield id$</td></trspan>See [[#To display a list of Activities (Level 2 or 3), Notes, Contacts or Companies|below]</table></pre>] for details on how to filter and sort the list(s).
* '''ExampleNote''':<pre> to display the role that the contact or account is assigned on the Level 1 record use: <table>[#(?objectspan style=activity"font-size: medium;orderby=startdate)<tr><td">'''~subjectrole~'''</tdspan>* '''Note''': to display the name of the contact's company use: <tdspan style="font-size: medium;">'''~locationcompanyname~'''</tdspan> ==Level 2 Contacts/Accounts=====Individual===To display information for a <tdu>~startdate~single</tdu>contact in the Level 2 contacts section: : </trspan style="font-size: medium;">#]'''@contacts.''rolename.fieldname''@''' </tablespan> '''where:'''
: <span style="font-size: medium;">'''To list activity based on a specific status name or status id''':<pre><table>[#(?object=activity;orderby=startdate;contact::criteria=statusnameroleid=''12345)<tr><td>~subjectfirstname~</td><td>~locationlastname~</td><td>~startdateemail~</td></tr>#]'''</tablespan>To get the intersection record identifier (equivalent to ~oprid~ at Level 1) (i.e. for use in [[Pandora]] functions)
: <tablespan style="font-size: medium;">'''[#(?object=activity;orderby=startdate;criteria=status.id=''contact)<tr><td>~subjectfirstname~</td><td>~locationlastname~</td><td>~startdateustatusid~</td></tr>#]'''</tablespan>'''Notes:'''
: <span style="font-size: medium;">'''or@companies.''rolename.fieldname''@'<pre>~date_format(startdate,'%h:%i %p') as starttime~</prespan>To display a list of the companies assigned at Level 2:
: <span style="font-size: medium;">'''To list level two entity at level one using level two fieldname instead of customfield ID <pre>[#(?object=activity;criteria=typeidcompany::orderby='19997';name)<tr><td>~indexname~#]'''</td><td>Folder</td><td>$Field Name$</td><td>$customfieldID$</td><td>$customfieldID$</td></trspan> #To get the intersection record identifier (i.e. for use in [[Pandora]]</pre>functions)
: <span style="font-size: medium;">'''[#(?object=How to get a UTA contact role company) ~clnkid~ #]'''</company role record==span>'''Notes:'''
:* The Account standard field is only available at Level 2 when the Multiple Account list is enabled. See [[Relating Contacts and Accounts to the Universal Tracking Application#(?object=company;orderby=name)<td>~name~</td><td>~customfields~</td>#The Account List Field|here]]for details.
==How to retrieve To display Level 1 Company /Role or Contact Role custom fields==<span style="font-size: medium;">'''[#(?object=company;)$?opc_''customfieldid''$#]'''</span> or <span style="font-size: medium;">'''[#(?object=contact;)$?opr_''customfieldid''$#]'''</span>
'''ORwhere:'''
Following the same format above, you can also reference custom fields on the company role using the @#field id#@ syntax.
~ucity~, ~ustate~ ~upostalcode~
==How to To display a date formatCompany Association or Contact Association fields==The syntax for extracting information on the entity to which they are associated is as follows . . .
<span style="font-size: medium;">'''The following date variables are available for a long date format[#(?object=association)~name~ ~standard field name~ $?afc_custom field id$ $?afc_custom field name$#]<br /><br />''':[#(?object=companyassociation)~standard field name~ $custom field id$ $custom field name$#]'''</span>
'''@longclosedate@where:'''
==Role Based Custom Fields==When you have a [[Custom Field]] such as a [[Web Page View]] or [[MS Word Merge]] that is located <u>'''To display only specific elements of the current dateon'''</u> a User Role or Company Role you can access:
: <span style="font-size: medium;">'''@day(currentdate)levelone.''fieldname''@ '''</span> or <span style="font- daysize: medium;">'''@levelone.''customfieldid''@'''</span>Contact Information:
: <span style="font-size: medium;">'''@year(currentdate)contact.''fieldname''@ '''</span> or <span style="font- yearsize: medium;">'''@contact.''customfieldid''@'''</span>Company Information:
: <span style="font-size: medium;">'''@dayweek(currentdate)company.''fieldname''@ '''</span> or <span style="font- name of daysize: medium;">'''@company.''customfieldid''@'''</span>When you want to refer to a User Role based [[Custom Field]] '''<u>from</u>''' a [[UTA]] Level 1 record use the following syntax:Owner:
: <span style="font-size: medium;">'''@monthname(currentdate)owner.''fieldname''@ - name of month'''</span>Person:
: <span style="font-size: medium;">'''To display only specific elements of the full start date@person.''fieldname''@'''</span>Contact:
: <span style="font-size: medium;">'''@monthcontact.''rolename''.''fieldname''@'''</span>: ''where rolename is the role they are assigned on the Level 1 record''=To Display a List of Activities, Notes, Transactions, Contacts, Companies, Consumers, Providers===Syntax==: <span style="font-size: medium;">'''[#(fullstartdate?object=''objectname''::{options})@ - month number~''standardfieldname''~ $''customfieldname''$#]'''</span>'''Where:'''
'''You can also parse out a particular date format in a date fieldOptions:''':
:* To Display custom fields via List Syntax for Invoicing (objectname=appliedtoinvoices). Grabbing a custom field value off the invoice (ie. 282588) and into an adjustment. <pre style="white-space: -o-pre-wrap; word-wrap: break-word;">Example: [#(?object=appliedtoinvoices)$282588$#]</pre>::: ''Note: refer to the custom field by the number ONLY, do not use the custom field name.'' :* To generate a list of all contacts for a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only – System Variables]] custom field (note that the HTML table formatting is included within the '''[#...#]''' syntax) [#(?object=contact) #] {||-!|First Name!|Last Name!|E-mail Address!|Cell Phone Number|-||~firstname~||~lastname~||~email~||$Cell Phone$|} ::: ''Note: The first line creates a header row for the table'' :* For a list of Level 2 (or Level 3) activities sorted by Start Date in descending order: [#(?object=activity::orderby=startdate desc)#] {||-||~subject~||~location~||~startdate~|} :* For a list of contacts assigned to a Level 1 with the role of "Internal People", sorted by surname: [#(?object=contact::orderby=lastname::criteria=rolename='Internal People')#] {||-||~firstname~||~lastname~||~email~|} :* For a list of level 1 records, including owner details, that a Company has been asssigned to: [#(?(object =level-1) NAME: ~name~ OWNERID: ~ownerid~ OWNERNAME: ~ownername~ #] :* To display the level 1 ID of the level 1 records: [#(?(object =level-1) OPPORTUNITY ID: ~op.opportunityid as oppid~ #] :* For a list of all companies that the owner of a [[UTA]] record is associated with: @owner.[#(?object=How association)~name~ (Phone ~phone~) #]@ :* To get a comma-separated list of the companyids of all the companies the current user is associated with with roleid 54545: ,@me.[#(?object=association::criteria=roleid=54545)~afcompanyid~,#]@ :* For a list of all contacts associated to the current user's parent company record (associated to hide the company with [[roleid]] 12345): @me.parent.[#(?object=association::criteria=roleid='12345')~firstname~ ~lastname~ (Phone ~phone~) #]@ :* For a variable if it list of a company's Active(current date is missingbetween start and end date) associations: [#(?object=association::criteria=(afstartdate is null OR afstartdate<='@date(currentdate)@') AND (afenddate is null OR afenddate>='@date(currentdate)@'))~userid~,#] :* For a list of all contacts/users located under a company with a given role [#(?object=user::criteria=rolelist like '%,12345,%') ~email~ #] :* To count the number of contacts assigned with the role of Reviewer: [#(?object=contact::criteria=rolename="Reviewer"::groupfunction=count)~userid~#] :* To include and format a date stored in a custom field (see also [[sscalculation]]) <pre>Put [#(?object=activity)<!--hideifnotfound@sscalculation(date_format("$fieldname$","%M %d, %Y"))--> in front of variable name like this#]</pre> :* With Multiple Criteria:
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:* To sort descending by a custom field called ''Total Hours'' with a custom field id of 'Example:'67292'': <pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity::orderby=tbl_67292.valuestr desc)Subject: ~subject~Total Hours: $Total Hours$Start Date: ~startdate~#]</pre>'''Note:''' ''$Total Hours$'' in the list could be listed as ''$67292$'' with the same result.
<!pre style="white-space: -@elseo-pre-wrap; word-wrap: break-word;">[#(?object=utaconsumerL1::orderby=tbl_15868.valuestr*1::criteria=(statusname='Member Review'))</pre>'''Note:''' ''$Staff Final Score$'' in the list could be listed as ''$15868$'' with the same result.
:* To list a specific activity type only:
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity::orderby=startdate::criteria=typename='This Activity Type')~subject~~location~~startdate~#]
</pre>
:* To list activities based on the [[Determining the typeid|type ID]] ('''Level 2 and Level 3 only'''): [#(?object=activity::orderby=startdate::criteria=typeid=How '24160')#] {||-||~subject~||~location~||~startdate~|} :* To include a hyperlink to display check boxes in the Web Page Viewobject (for Accounts): [#(?object=company::criteria=rolename="Cooperating Organization")#] {||-||[s_viewcompany.jsp?companyid=~companyid~ ~name~]||~role~|} :* To list activities based on status: [#(?object=activity::orderby=startdate::criteria=statusname='Open')#] {||-||~subject~||~location~||~startdate~|} :* To list activities based on the status ID ('''Level 2 and Level 3 only'''): [#(?object=activity::orderby=startdate::criteria=status.statusid='24160')#] {||-||~subject~||~location~||~startdate~|}
<pre>
<input !--@sscalculation(@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" =="checkboxA" name) 1+#]@ 0)--></pre><pre style="checkboxwhite-space: -o-pre-wrap; word-wrap: break-word;" value>lt;br>#]</pre> :* To list notes (from the record that contains the notes): <pre style="checkboxwhite-space: -o-pre-wrap; word-wrap: break-word;" @checkbox>[#('12345','yes'?object=notes::orderby=createddate desc)@>~notes~~createddate~~username~#]
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::: ''Note: This syntax is for "Public (Default)" notes only, not custom note types.
::
::* To list all companies under a parent company record:
[#(?object=company) ~name~ #] ::* To list all L3 allocations within a L2 budget record: [#(?object=How to display linkactivity) ~subject~ #] ::* To sum or count all the L3 allocations from the budget L2 record: @linkactivity.sum(...)@ or @linkactivity.count(...)@ '''To list level 2 notes for each level two check boxes on 2 record at level one in the Web Page View==1:
<pre><input typestyle="checkboxwhite-space: -o-pre-wrap; word-wrap: break-word;" name>[#(?object="checkboxb20" valueactivity::orderby="Limited community support" startdate desc)~subject~~description~~startdate~[@checkboxvalue($1199639$?object=notes::orderby=createddate desc)@]</pre>{||Limited community support)@-||~notes~||~createddate~||~username~|}<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">Limited community support#]
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<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1::criteria=provappid="12345") ~typename~ | ~statusname~ <br />#]</pre> ==To Format the Start Date or Start Time==::: <span style="font-size: medium;">'''~date_format(startdate,'%Y-%m-%d') as startdate~'''</span>:::: or::: <span style="font-size: medium;">'''~date_format(startdate,'%h:%i %p') as starttime~'''</span>'''Note:''' :::* Use two If you wish to use ''"orderby=startdate"'', along with a date format other than yyyy-mm-dd you must use a slightly different syntax.:::* Using ''"~date_format(startdate,'%d-%m-%Y') as startdate~"''when using ''"orderby=startdate"'|'will cause the date to be ordered by dd-mm-yyyy (rather than yyyy-mm-dd, which is chronological):::* To avoid this, change ''" date_format(pipesstartdate,'%d-%m-%Y') as '''startdate'''"'' to separate ''"date_format(startdate,'id%d-%m-%Y') as '' 'sdate'''"'' ==Displaying Both Level 2 and Level 3 Activities at Level 1==When displaying a list of '''Level 2''' activities using the '''[#(?object=activity;)...#]''' syntax, the corresponding '''valueLevel 3''' to activities can be checkeddisplayed under each of the parent '''Level 2''' activities. To facilitate this you must create a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] field '''at''' Level 2 that contains the list of Level 3 activities, formatted and filtered as desired.where 1199639 is customfield idif it is used :::: ''You can use [[Visibility Condition]]s, [[Role Field Permissions]] or [[Status Field Permissions]] to prevent the field from being displayed on the same level Level 2 record.'''@1199639@Example:'''if it is used on the child level ::* Create a Level 2 [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] Custom Field called '''$1199639$Level 3 Activity List'''with the following: [@(?object=activity::orderby=typename)@] {||-||Level 3 Activity: ~typename~||~location~|} Then create either a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] at Level 1: [#(?object=activity::orderby=startdate) #]
Instead you can use the following syntax '''Internet Explorerwithin'''the '''[#...#]''' that lists the Level 2 activities:
{||-||Level 2. Click the '''Margins & Header/Footer''' tab.Activity: ~subject~||~statusname~||~startdate~||~enddate~|-||| colspan="3"|[@(?object=activity;orderby=typename)@]{||-||Level 3 Activity: ~typename~||~location~|}|}
::* num ==How to control print behavior==number of activities that should be displayed
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<div style!--@sscalculation(@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" =="PAGEA") 1+#]@ 0)-BREAK-AFTER></pre> ==Filtered XML display output==<pre>@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" == "A")~FirstName.nodevalue~ ~LastName.nodevalue~<br />#]@</pre> =Date/Time Variables===Standard Fields Date/Time=='''Variable List: always''' ::: {| border="1" cellpadding="5"'''Start Date''''''End Date''''''Close Date'''<br />''Level 1 only'''''Modified Date''''''Display Format'''@startdate@@enddate@@closedate@@modifieddate@Date formatted according to user preferences (At Level 1 Modified Date also includes the time: 15:40)@longstartdate@@longenddate@@longclosedate@@longmodifieddate@Friday, January 23, 2009@fullstartdate@@fullenddate@@fullclosedate@@fullmodifieddate@2009-01-23 15:40:00@datetime(fullstartdate)@@datetime(fullenddate)@@datetime(fullclosedate)@@datetime(fullmodifieddate)@2009-01-23 15:40:00@date(fullstartdate)@@date(fullenddate)@@date(fullclosedate)@@date(fullmodifieddate)@2009-01-23 ::* '''Note''': ''Start Time'' and ''End Time'' are stored within the ''fullstartdate'' and ''fullenddate'' fields respectively. They can be accessed and formatted using the variables elements listed below. '''To display specific elements of the Start Date, Start Time, End Date, End Time, Close Date, Modified Date''': ::: {| border="1" cellpadding="5"@month(fullstartdate)@month number in ''Start Date''@monthname(fullstartdate)@name of month in ''Start Date''@day(fullstartdate)@day in ''Start Date''@dayweek(fullstartdate)@name of day in ''Start Date''@year(fullstartdate)@year in ''Start Date''@hour(fullstartdate)@hour in ''Start Time'' using 12 hour clock (0-12)@ampm(fullstartdate)@AM or PM reference for ''Start Time''@hour24(fullstartdate)@hour in ''Start Time'' using 24 hour clock (0-24)@minute(fullstartdate)@minute in ''Start Time'' ::: '''Note:''' For '''End Date''', '''Close Date''' or '''Modified Date''' replace '''fullstartdate''' with '''fullenddate''', '''fullclosedate''' or '''fullmodifieddate''' respectively.'''::: ''(seconds are not available for standard date/time fields)''::: ''('''Close Date''' does not have a time associated with it)'''Examples:''':: ::* To display the Start Date in the format '''February 22, 1985''' you would use: @monthname(fullstartdate)@ @day(fullstartdate)@, @year(fullstartdate)@ ::* To display the End Time in the format '''06:45PM''' you would use: @hour(fullenddate)@:@minute(fullenddate)@@ampm(fullenddate)@ ==Current Date/Time=='''Variable List:''' ::: {| border="1" cellpadding="5"VariableContentDisplayComment@datetime(currentdate)@current date and time as for yyyy-mm-dd HH:mm:ss2013-01-22 17:55:22See also [[Obtain Server Date and Time]]@date(currentdate)@current date as for yyyy-mm-dd2013-05-17 @currentdate@current date2009 January 25 @now@current date and time2009 August 25 11:05AMWorkflows only. Not available within [[UTA]]s '''To display specific elements of the current date or time''': ::: {| border="1" cellpadding="5"@month(currentdate)@current month number@monthname(currentdate)@name of current month@day(currentdate)@current day@dayweek(currentdate)@name of current day@year(currentdate)@current year@hour(currentdate)@current hour using 12 hour clock (0-12)@ampm(currentdate)@AM or PM reference for current time@hour24(currentdate)@current hour using 24 hour clock (0-24)@minute(currentdate)@current minute ::: (seconds are not available for the current time)'''Examples:''' ::* To display the current date/time in the format '''Friday at 19:55''' you would use: @dayweek(currentdate)@ at @hour24(currentdate)@:@minute(currentdate)@ ==Custom Fields Date/Time=='''For a custom field on the same level as the Web Page View Field, you can parse out a particular date/time in a date field''' ::: {| border="1" cellpadding="5"VariableContentDisplay@date(''fieldname'')@custom field date as for yyyy-mm-dd2013-05-17 @month(''fieldname'')@month number in ''fieldname''05@monthname(''fieldname'')@name of month in ''fieldname''May@day(''fieldname'')@day in ''fieldname''17@dayweek(''fieldname'')@name of day in ''fieldname''Friday@year(''fieldname'')@year in ''fieldname''2013@hour(''fieldname'')@hour in ''fieldname'' using 12 hour clock (0-12)12@ampm(''fieldname'')@AM or PM reference for time in ''fieldname''AM@hour24(''fieldname'')@hour in ''fieldname'' using 24 hour clock (0-24)00@minute(''fieldname'')@minute in ''fieldname''00@second(''fieldname'')@second in ''fieldname''00 '''Examples:''' ::* To display the custom field '''Date Of Birth''' in the format '''31-01-2001''' you would use: @day(date of birth)@-@month(date of birth)@-@year(date of birth)@ '''Note:'''This syntax will not work for custom fields on a different level. You will not be able to reference, for example, @day(parent.''fieldname'')@. To parse out date/time information from a custom field on a different level, use the [[Sscalculation#Using_sscalculation_to_Change_Date_Formats_of_Data_in_Custom_Fields|sscalculation]] syntax. =Miscellaneous Variables===Adding an image from Upload fields==Users can return image thumbnails or meta data from multiple file fields using the list syntax below": ::* Show thumbnail image using thunbnailpath option: <pre>@multi file name.template[# <img src="~thumbnailpath~" alt="" width="240" /> #]@</pre> ::* Show thumbnail image and file name using filepath option: <pre>@multi file name.template[# <img src="~filepath~/thumbnail/?maxwidth=240" alt="" width="240" />~filename~#]@</pre> ::* Show thumbnail image and file name using compressedpath option: <pre>@multi file name.template[# <img src="~compressedpath~/thumbnail/?maxwidth=240" alt="" width="240" />~filename~#]@<br /pre> ::* Show file name, size and upload date: <pre>@multi file name.template[# ~filename~, ~filesize~, ~uploaddate~#]@</pre> ==Adding a File Upload button==To display a button to upload to a [[Single File]] or [[Multiple Files]] custom field: ::* Single File:::: <span style="heightfont-size:0medium; line"><input class="Button" type="button" value="Button Label" /></span>:: ::* Multiple Files:::: <span style="font-heightsize:0medium;"><input class="Button" type="button" value="Button Label."/></divspan>'''where:''':: ::* ''customfieldid'' = the field id of the Single or Multiple file custom field (without '''cf_''') '''Example:''' <input class="Button" type="button" value="Multiple files..." /> '''Note:''' if adding to a [[Web Page View]] you will need to add the following to the page: <pre>function include_dom(script_filename) { var html_doc = document.getElementsByTagName('head').item(0); var js = document.createElement('script'); js.setAttribute('language', 'javascript'); js.setAttribute('type', 'text/javascript'); js.setAttribute('src', script_filename); html_doc.appendChild(js); return false;}function includejsfiles() { include_dom("/validate.js");}
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You will also have to call the ''includejsfiles''To change function in the page orientation body onload: '''Alternatively:''' You may also use @fieldname.uploadlink@ to landscape first place get the following in url for the header portion (<head></head>) of upload page and construct your own function to open the HTMLwindow. '''Example:'''<pre> <style input class="Button" type="text/cssbutton" mediavalue="printUpload"/>div.page <pre>function openupload(url){ writing-mode: tb-rl; upload_window = window.open(url,'upload_window', 'menubar=yes,scrollbars=yes,width=800,height: 80%=600,status=no,resizable=yes,dependent=yes,alwaysRaised=yes');margin: 10% 0%;margin-right: 80pt upload_window.opener = window;filter: progid:DXImageTransform upload_window.Microsoft.BasicImagefocus(Rotation=1);
}
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<!--:::* You can only obtain the history of the Status field and [[Custom Fields]] in this way.-->==How to control print behavior when saving as a PDFFor Hybrid Sign-Up Pages==::: The @user_input_form@ will display the associated user sign up form on a company sign up page if included in the HTML template of the company sign up page.
::: <span style==How to display the Transaction types=="font-size: medium;">'''<!--hideifnotfound-->'''</span>'''Example''':
<pre> <!--hideifnotfound-->@parent.contact.adjuster.email@</pre> '''Note:''' the <!--hideifnotfound--> and the variable must be in immediate succession, and not separated by a space. ==How to display different content based on a value using SSlogic==To retrieve all display content based on a value from a variable add '''<!--@sslogic('@branch.name@'='Internal Staff')-->'''in front of the content and ''Company'<!--@end-->'' transactions for ' at the company attached end of the content. If there are 2 different pieces of content to be displayed based on a value and all others add '''Level 1<!--@else-->''' (Standard field - Customer):between the 2 pieces of content.
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<!--@company.[#sslogic(?object=transactionCONDITION)<tr--> The content to be displayed when condition is true. This can be more than one line.<td!--@end-->~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
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<!--@branch.[#sslogic(month(now(?object))=transaction12)<tr--> <td>~details~<img src="images/td><td>~subject~<xmasstree.jpg" alt="" /td><td>~startdate~</td></tr!--@end-->#]@
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values to be checked)@
1. Choose the '''File Page Setup''' [[Menu|menu]]. 2. Click the '''Margins & Header/Footer''' tab. 3. Set all '''Header''' and '''Footer''' options to '''Blank'''. 3. If required, change the margins. ==How to control print behaviour=='''To define a page break place the following code in the HTML source before the content you deem as the next page''': '''To change the page orientation to landscape first place the following in the header portion (''' ''') of the HTML''': '''<strong>Then place'''</strong> <pre> </pre>For Status '''in the HTML source around the "page" content.'''Example: <div class="page">This is the page content that needs to be in landscape</div>Please note that the page orientation control only works with Internet Explorer and is not the greatest quality print due to the page being converted to an image then rotated. ==How to control print behaviour when saving as a PDF==To define a page break in a PDF add before the content you deem as the next page. To change the orientation of a page to landscape in a PDF add before the content you deem as the next page. ::* See [[PDF Writer Custom Tags]] for further [[PDF]] formatting options =Troubleshooting=::* '''Issue''': 2 variables run together (thus removing the ending @HistoryOfand beginning @)::* '''Resolution''': Place a non-breaking space tag (status&nbsp;)@between the variables.
==See Also==
::* [[Root Company Variable]]s
::* [[sslogic]]
::* [[ssattach]]
::* [[sscalculation]]
::* [[Web Page View Field]]
::* [[Attach a PDF to a Web Page View]]
::* [[Updateable Web Page View Fields]]
::* [[Changing the Status from a Web Page View]]
::* [[Custom Field Type: Display Only – Web Page View]]
::* [[:Category:PDF|PDF Category]]
::* [[PDF Writer Custom Tags]]
::* [[Adding JavaScript JS files to Web Page View Pages]]
::* [[Custom Field ID|Determining the Custom Field ID]]
[[Category:Custom Fields]][[Category:Variables]][[Category:Browser ScriptsPDF]]
