Smartstaff
2
edits
Changes
no edit summary
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. ==Variable List== <u>'''User Variables'''</u>
=Variable List=
==Current User==
''Note: "me" -- refers to the current user''
'''@me.companyname@'''
==UTA Level 1, Sales Opportunity and Job Variables==
'''@name@''' - standard field '''Application Name'''.
'''@status@''' - standard field '''Status'''
'''@typecaption@''' - standard field '''Application Template Type Caption'''. '''@statuscaption@''' - standard field '''Status Caption''' '''@type_lang@''' - standard field '''Application Template Type (Based on user language setting)'''. '''@status_lang@''' - standard field '''Status (Based on user language setting)''' '''@description@'''
'''@requirements@'''
'''@probability@'''
'''@modifiedby@''' / '''@modifiedbyid@'''
'''@modifieddate@'''
'''@enddate@'''
'''@createddate@'''
'''@createdby@'''
'''@jobquestions@''' - displays as combo boxes
'''@owner.field@'''
Example: '''@owner.fullname@''' or '''@owner.address@'''
'''@peopleperson.field@'''
Example: '''@peopleperson.fullname@''' or '''@peopleperson.address@'''
'''@company.field@'''
Example: '''@company.name@''' or '''@company.address@'''
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@'''
'''@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, fullname, 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;">'''@assigned.''fieldname''@'''</span>Company (Level 1 only):
: <span style="font-size: medium;">'''@client.''fieldname''Use the variable@''':</span>Use @client.categoryids@ to return a list of [[Determining the categoryid|category IDs]] - comma delimited - note the leading comma - e.g. ",1234,555,666,"
Use @contactclient.rolenamecategories@ to return a list of category names - comma delimited e.field@g. "Agency,Marketing,Good client"
: <span style="font-size: medium;">'''@contact.''rolename .fieldname''@''' </span> or <span style= the name of the role that has been assigned to the contact on the Level One item"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''field = the name of the field that is located on the contact's record'''.Example:
@contact.adjuster.firstname@ or @company.funding agency.address@
==How to =List===To display contact information for Companies (Accounts) associated a list of multiple contacts/accounts in the Contacts Level 1 contacts/accounts section==:
: <span style="font-size: medium;">'''Use the variable[#(?object=contact) ~''fieldname''~ #]'''</span> or <span style="font-size:medium;"> '''[#(?object=company) ~''fieldname''~ #]''' </span>See [[#To display a list of Activities (Level 2 or 3), Notes, Contacts or Companies|below]] for details on how to filter and sort the list(s).
: <span style="font-size: medium;">'''@contacts.''rolename = the name of the role that has been assigned to the Company on the Level One item.fieldname''@''' </span>'''where:'''
* ''rolename'' = the name of the role that has been assigned to the contact on the Level Two item* ''fieldname''field = the name of the field that is located on the Companycontact's record'''.Example:
@contacts.adjuster.firstname@
==How to =Contacts===To display a list of UTA the contacts assigned at Level 1 Activities, Contacts or Companies==2:
: <span style="font-size: medium;">'''[#(?object= [activity,contact,user,company,association,level-1 (applies to contacts only) or transaction~firstname~ ~lastname~ ~email~ #]'''</span>To display only contacts assigned at Level 2 with a specific role/roles (only relevant if the Level 2 Multiple Contact List is enabled)
: <pre><tablespan style="font-size: medium;">'''[#(?object=object;orderbycontact::criteria=roleid=field12345)<tr><td>~fieldfirstname~</td><td>~fieldlastname~</td><td>~fieldemail~</td><td>$customfield id$</td></tr>#]'''</table></prespan>To get the intersection record identifier (equivalent to ~oprid~ at Level 1) (i.e. for use in [[Pandora]] functions)
: <span style="font-size: medium;">'''[#(?object=contact) ~lnkid~ #]'Example''</span>To display the contact's profile status: : <prespan style="font-size: medium;">'''[#(?object=contact) ~firstname~ ~lastname~ ~ustatusid~ #]'''</span>'''Notes:''' * Contacts at level 2 cannot be filtered by rolename, only roleid* If the multiple contact list is enabled use '''~role~''' to display the assigned role. ===Accounts===To display information for a <u>single</u> account in the Level 2 accounts section: : <span style="font-size: medium;">'''@companies.''rolename.fieldname''@'''<table/span>To display a list of the companies assigned at Level 2: : <span style="font-size: medium;">'''[#(?object=activitycompany::orderby=name)~name~ #]'''</span>To get the intersection record identifier (i.e. for use in [[Pandora]] functions) : <span style="font-size: medium;">'''[#(?object=company) ~clnkid~ #]'''</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#The Account List Field|here]] for details. ==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;orderby)$?opr_''customfieldid''$#]'''</span> '''where:''' * customfieldid =startdatethe numeric id of the custom field '''Note:''' for level 2 records (when the multiple contact/company list(s) are enabled)use $?opr2_''customfieldid''$ and $?opc2_''customfieldid''$ Following the same format above, you can also reference custom fields on the company role using the @#field id#@ syntax. <u>'''Contact Detail'''<tr/u> ~uprefix~ ~firstname~ ~lastname~ ~uaddress~ ~uaddress2~ ~ucity~, ~ustate~ ~upostalcode~ ==To display Company Association or Contact Association fields==The syntax for extracting information on the entity to which they are associated is as follows . . . <tdspan style="font-size: medium;">'''[#(?object=association)~name~ ~subjectstandard field name~$?afc_custom field id$ $?afc_custom field name$#]<br /td><tdbr />'''[#(?object=companyassociation)~locationstandard field name~$custom field id$ $custom field name$#]'''</tdspan> '''where:''' * standard field name = name of the standard field* custom field id = the numeric id of the custom field* custom field name = the name of the custom field The syntax for extracting information on fields that are on the intersection, rather than the entity to which they are associated, is as follows . . . <tdspan style="font-size: medium;">'''[#(?object=association) ~startdateafcompanyid~#]<br /td><br /tr>'''[#(?object=companyassociation)~afroleid~ #]'''</tablespan> Other '''intersection''' specific variables options include: * ~afcid~: association (intersection) record id.* ~afcompanyid~: [[companyid]] of associated company* ~afcontactid~: [[userid]] of associated contact* ~afroleid~: [[roleid]] of association* ~afstartdate~: start date of association* ~afenddate~: end date of association
: </prespan style="font-size: medium;">*Note: Search results normally display in ascending order. You may use '''desc''@contact.' option to display results in descending order.'fieldname''Example@''':<pre/span> or <table>[#(?objectspan style=activity"font-size: medium;orderby=startdate desc)<tr"><td>~subject~'''@contact.''customfieldid''@'''</td><td>~location~</td><td>~startdate~</td></tr>#]</tablespan> Company Information:
: <span style="font-size: medium;">'''@owner.''fieldname''To sort on custom field@''':<pre/span><table> [#(?object=activity;orderby=tbl_custom field id.valuestr)<tr><td>~location~</td><td>~startdate~</td></tr>#]</table>Person:
: <span style="font-size: medium;">'''@contact.''rolename''.''fieldname'To list a specific activity type only'@'''</span>:''where rolename is the role they are assigned on the Level 1 record''<pre>=To Display a List of Activities, Notes, Transactions, Contacts, Companies, Consumers, Providers===Syntax==: <tablespan style="font-size: medium;">'''[#(?object=activity;orderby=startdate;criteria=typename=''objectname''::{options})<tr><td>~subject''standardfieldname''~</td><td>~location~</td><td>~startdate~</td></tr>$''customfieldname''$#]'''</tablespan>'''Where:'''
{| class="wikitable"|-||'''Option'''||'''Effect'''|-||<span style="font-size: medium;">orderby=''standardfieldname''</span>||Sorts the list in ascending order by the standard field specified|-||<span style="font-size: medium;">orderby=''standardfieldname'' desc<table/span>[#(?object||Sorts the list in descending order by the standard field specified|-||<span style=activity"font-size: medium;">orderby=startdatetbl_''customfieldid''.valuestr</span>||Sorts the list in ascending order by the custom field specified|-||<span style="font-size: medium;">criteria=status.id''standardfieldname''='')'value'''<tr/span>||Filters the list by the standard field and value specified|-||<tdspan style="font-size: medium;">~subject~criteria=tbl_''customfieldid''.valuestr='''value'''</tdspan>||Filter the list by the custom field and value specified|-||<tdspan style="font-size: medium;">~location~criteria=(''standardfieldname''='''value''' or ''standardfieldname''='''value''')</tdspan>||For multiple criteria when '''either''' conditional criteria can apply|-||<tdspan style="font-size: medium;">~startdate~criteria=(''standardfieldname''='''value''' AND ''standardfieldname''='''value''')</tdspan>||For multiple criteria when '''both''' conditional criteria must apply|-||<span style="font-size: medium;">groupfunction=''aggregatefunction''</trspan>#]||Performs specified aggregate function on the listed fields<br /table>Ex. sum, count, countdistinct|}
* ''multiple options (i.e.g. where status.id=a criteria and an orderby option) can be included, separated by doubled colons (::)'1234'</pre>
'''To format the start date and start timeImportant:''' Any custom fields that you use as criteria or orderby '''must'''appear in the display. If you do not wish to display the field you can place it in a comment. (i.e.:<pre>~date_format(startdate,'%Y<!--$12343$-%m-%d'>) However, if referencing a field as startdate~</pre>a property of a table you must show the value.
'''or''Examples:'<pre>~date_format(startdate,'%h:%i %p') as starttime~</pre>
*Note: If you wish to use ''"orderby=startdate"'', along with To generate a date format other than yyyy-mm-dd you must use list of Level 2 activities for 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)[[MS Word Merge]]:
[#(?object=utaconsumer::criteria=statusname IN ('Placed','Resigned/Terminated'))~ownername~,~ownerid~ #]
:* 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.
[#(?object==How to display Level 1 Company Role or Contact Role custom fields==contact) #]
::: '''OR'Note: The first line creates a header row for the table''
{||-||~ucityfirstname~, ||~ustatelastname~ ||~upostalcodeemail~|}
@yearme.parent.[#(currentdate?object=association::criteria=roleid='12345')~firstname~ ~lastname~ (Phone ~phone~) #]@ - year
[#(?object=association::criteria=(afstartdate is null OR afstartdate<='@monthnamedate(currentdate)@ - name of month') AND (afenddate is null OR afenddate>='@date(currentdate)@'))~userid~,#]
<pre>[#(?object=activity)<!--@yearsscalculation(date_format(datefield"$fieldname$","%M %d, %Y"))@ - returns the year value in datefield->#]</pre>
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=contact::criteria=(rolename='External'or rolename='For Time fields:''Internal'))~firstname~ ~lastname~#]</pre>
</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: -@sslogic(CONDITION)o-pre-> The content to be displayed when condition is true. This can be more than one line.<!--@endwrap; 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='24160')#]
{|
|-
||~subject~
||~location~
||~startdate~
|}
:* To include a hyperlink to the object (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>
<!--@sslogicsscalculation(month(now@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" == "A"))=121+#]@ 0)--></pre> <img srcpre style='images"white-space: -o-pre-wrap; word-wrap: break-word;">lt;br>#]</xmasstree.jpg'pre> :* To list notes (from the record that contains the notes): <!pre style="white-space: -@endo-pre-wrap; word-wrap: break-word;">[#(?object=notes::orderby=createddate desc)~notes~~createddate~~username~#]
</pre>
::: ''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~ #]
[#(?object==How to display check boxes in linkactivity) ~subject~ #] ::* To sum or count all the L3 allocations from the Web Page View==budget L2 record:
</pre>
:::: ''Note: This syntax is for "Public (Default)" notes only, not custom note types.
'''To do a sum of all the unpaid payment transaction:
{|
|-
||Total Paid: [#(?object=transaction::criteria=trstranstype=11 and tbl_1145339.valuestr='Paid'::groupfunction=sum)$1145183$ <!--"145339$-->#] Note: $1145339$ - Status of payment $1145183$ - Payment Amount
|}
==Referencing Standard Fields of UTA Providers==
{| class="wikitable"
|+style="text-align:left"|Level 1 Field Name and Variable List
|-
!|Field Name
!|Variable
|-
||Application Name
||~name~
|-
||Type Name
||~typename~
|-
||Type ID
||~type~
|-
||Status Name
||~statusname~
|-
||Status ID
||~statusid~
|-
||Start Date
||~startdate~
|-
||End Date
||~enddate~
|-
||Close Date
||~closedate~
|-
||Branch
||''No variables''
|-
||Branch ID
||~branchid~
|-
||Currency
||''No variables''
|-
||Exchange Currency
||''No variables''
|-
||Currency Exchange Rate
||''No variables''
|-
||Customer
||~client~
|-
||Customer ID
||~companyid~
|-
||Modified By
||''No variables''
|-
||Modified Date
||''No variables''
|-
||Owner (full name)
||~ownername~
|-
||Owner (userid)
||~updatedby~
|-
||Person (full name)
||''No variables''
|-
||Person (userid)
||~oppeopleid~
|-
||Role Name
||~rolename~
|-
||Role ID
||~conroleid~
|}
'''Example:'''
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1) ~typename~ | ~statusname~ <br />#]</pre>
{| class="wikitable"
|+style="text-align:left"|Level 2 Field Names and Variables List
|-
!|Field Name
!|Variable
|-
||Activity Type
||~typename~
|-
||Activity Type ID
||~typeid~
|-
||Owner
||~ownername~
|-
||Owner ID
||~eownerid~
|-
||Assigned People
||''No variables''
|-
||Status
||~statusname~
|-
||Status ID
||~statusid~
|-
||Subject
||~subject~
|-
||Description
||~description~
|-
||Location
||~location~
|-
||Amount
||~eamount~
|-
||Start Date
||~startdate~
|-
||End Date
||~enddate~
|-
||Opportunity ID
||~cevconoppid~
|-
||Event ID
||~cevprovevtid~
|-
||Rolename
||~rolename~
|-
||Role ID
||~cevroleid~
|}
'''Example:'''
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL2) ~typename~ | ~statusname~ <br />#]</pre>
If you have multiple different UTAs connected as providers, you can use criteria to filter:
<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:'''
:::* 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(startdate,'%d-%m-%Y') as '''startdate'''"'' to ''"date_format(startdate,'%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 '''Level 3''' activities can be displayed 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.
:::: ''You can use [[Visibility Condition]]s, [[Role Field Permissions]] or [[Status Field Permissions]] to prevent the field from being displayed on the Level 2 record.
'''Example:'''
::* Create a Level 2 [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] Custom Field called '''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:See Also: [[Updateable Web Page View Fields]orderby=startdate) #] if you wish the Web Page View check boxes to have the ability to change the underlying data.
{||-||Level 2 Activity: ~subject~||~statusname~||~startdate~||~enddate~|-||| colspan="3"|$Level 3 Activity List$|}:::: '''where''' "Level 3 Activity List" is the name you gave the [[Custom Field Type: Read Only – System Variables|Read Only – System Variable]] field ===Level 3s with Less Than 25 Fields===How If Level 3 has less than 25 fields it is not necessary to display level two check boxes create a [[Custom Field Type: Read Only – System Variables|Read Only – System Variable]] Custom Field on level one in the Web Page ViewLevel 2 that lists the Level 3 activities. Instead you can use the following syntax '''within''' the '''[#...#]''' that lists the Level 2 activities: ::: <span style=="font-size: medium;">'''[@checkboxvalue(id||values to be checked?object=activity)~standardfieldname~ $customfieldname$@]'''</span>'''Note:''' ::* This syntax will only work if there are '''less than 25 fields at Level 3.'''
::* Use two "'''|'''" (pipes) to separate '''id''' and '''value''' to be checkedwhere 1199639 is customfield idif it is used on the same level '''@1199639@'''if it is used on the child level '''$1199639$'''To display a list of Level 2 activities, including any Level 3 activities under their parent Level 2 activity:
{||-||Level 2 Activity: ~subject~||~statusname~||~startdate~||~enddate~|-||| colspan="3"|[@(?object=How to display level three activities at level one in the Web Page View=activity;orderby=typename)@]{||-||Level 3 Activity: ~typename~||~location~|}|}
</pre>
<pre>
<table border=1>!--@sscalculation(@xml.XML Field.People.Person[#(?objectcriteria=activity;orderby"~type.nodevalue~" =startdate= "A") <tr1+#]@ 0)--><td colspan=2>~subject~</td><td>~location~</td><td>~startdate~</td></trpre><tr><td> ==Filtered XML display output==<table bgcolor="00FFFF"pre> @xml.XML Field.People.Person[@#(?objectcriteria="~type.nodevalue~" =activity;orderby=startdate"A")<tr><td>~subjectFirstName.nodevalue~</td><td>~locationLastName.nodevalue~<br /td><td>~startdate~#]@</tdpre></tr>@] <=Date/table>Time Variables=<==Standard Fields Date/td>Time==</tr> #]</table> '''Variable List:'''
::: {| border="1" cellpadding="5"'''Start Date''''''End Date''''''Close Date'''<br /pre>''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
@monthname(fullstartdate)@ @day(fullstartdate)@, @year(fullstartdate)@
::* To display the End Time in the format '''06:45PM''' you would use:
::: {| border="1. Create a '''Read Only " 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- System Variable''' field at '''Level 2'''17 @currentdate@current date2009 January 25 @now@current date and time2009 August 25 11:05AMWorkflows only.Not available within [[UTA]]s
::: {| 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
::: {| border="1" cellpadding="5"VariableContentDisplay@date('''Internet Explorer'fieldname'')@custom field date as for yyyy-mm-dd2013-05-17
'''FireFoxExamples:'''
</pre>
</pre>
==How Adding a File Upload button==To display a button to upload to display a Dynamic Data grid [[Single File]] or [[Multiple Files]] custom field==:
</pre>
'''Alternatively:''' You may also use @fieldname.uploadlink@ to get the url for the upload page and construct your own function to open the window. '''Example:''' <input class="Button" type="button" value="Upload" /><pre>function openupload(url){ @company upload_window = window.[#open(?objecturl,'upload_window', 'menubar=transactionyes,scrollbars=yes,width=800,height=600,status=no,resizable=yes,dependent=yes,alwaysRaised=yes')<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@; upload_window.opener = window; upload_window.focus();}
</pre>
'''Note:''' this method will only open the single file upload page. ==Displaying a Dynamic Data Grid field==To retrieve all show a [[Custom Field Type: Dynamic Data – Data Grid|Dynamic Data – Data Grid]] field in a webpage view field use the following syntax: ::: <span style="font-size: medium;">'''Branch@fieldname.table''' transactions @</span>==Retrieving History for Fields with Track Changes Enabled==The following syntax is used to retrieve standard or custom field history: For the branch attached to [[Status]] standard field: ::: <span style="font-size: medium;">'''@HistoryOf(status)@'''</span>::: <span style="font-size: medium;">'''@HistoryOf(statuscaption)@'''Level 1</span>For a [[Custom Field]]:::: <span style="font-size: medium;">''' @HistoryOf(Standard field ''customfieldid'')@'''</span>OR::: <span style="font- Branchsize: medium;">'''@HistoryOf(''customfieldname'')@'''</span>'''Notes:''':::* ''HistoryOf'' is case sensitive.::: * See the [[HistoryOf function]] page for a complete description of this variable and its uses.
<pre!--:::* You can only obtain the history of the Status field and [[Custom Fields]] in this way.-->==For Hybrid Sign-Up Pages==::: The @branchuser_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.[# ==Currency Format==::: You can use the following syntax to format a custom field with currency: @format(?objectL2 Subcontract total y1,currency,USD,2)@. The last parameter can be changed from 2 to 0 to display as a whole number.==Session Variables==When using features such as Organization Switching, you may want to pull in specific data based on your current session. :: Company Fields: '''@sessioncompany.fieldname@'''Example: @sessioncompany.name@ would return the Company Name of the organization you are currently logged in as. =transaction)Controls===Hide a variable if it is missing==Put the following in front of variable name. ::: <trspan style="font-size: medium;"><td'''<!--hideifnotfound-->~details~'''</tdspan>'''Example''': <tdpre>~subject~ </td!--hideifnotfound--><td>~startdate~</td></tr>#]@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 '''People<!--@end-->''' transactions for at the [[User|user]] 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 - Owner):between the 2 pieces of content.
<pre>
<!--@owner.[#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>#]@
</pre>
<pre>
<!--@parent.[#sslogic(month(now(?object))=transaction12)<tr--> <td>~details~<img src="images/td><td>~subject~<xmasstree.jpg" alt="" /td><td>~startdate~</td></tr!--@end-->#]@
</pre>
</pre>
::: See Also: [[Updateable Web Page View Fields]] if you wish the Web Page View check boxes to have the ability to change the underlying data.==How to display level two check boxes on level one in the Web Page View==@checkboxvalue(id values to be checked)@ <input name="checkboxb20" type="checkbox" value="Limited community support" /> ::* Use two "'''|'''" (pipes) to separate ''Impact'id'': Transactions ' and '''value''' to be checked where 1199639 is customfield idif it is used on the same level '''Company@1199639@''' and [[User]] objects can now be displayed in a [[UTA]] web page view. The transaction does not have to directly associated with if it is used on the child level '''Level 1$1199639$''' item. This works for level one check boxes on level one web page viewANDworks for level two check boxes on level one web page viewANDworks for level three check boxes on level one web page view
'''<strong>Then place'''</strong>
<pre> </pre>
'''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.
==See Also==
::* [[SSlogicRoot 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 FieldID]]
[[Category:Custom Fields]][[Category:Variables]][[Category:JavaScript ExamplesPDF]]