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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.
=Variable List=
''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=
Owner:
: <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''@'''</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 @client.categories@ to return a list of category names - comma delimited e.g. "Agency,Marketing,Good client"
==Level 1 Contacts/Accounts==
===Individual===
To display information for a <u>single</u> contact/account in the Level 1 contacts/accounts section:
:<span style="font -size="3: medium;">'''@contact.''rolename.fieldname''@ ''' </fontspan> or <span style="font -size="3: medium;"> '''@company.''rolename.fieldname''@'''</fontspan>'''where:'''
* '''where:'rolename''* 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:
@contact.adjuster.firstname@ or @company.funding agency.address@ Note: if there is more than one contact/account assigned with the rolename specified , only one will be displayed.
===List===
To display a list of multiple contacts/accounts in the Level 1 contacts/accounts section:
: <span style="font-size: medium;">'''[#(?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).
* '''Note''': to display the role that the contact or account is assigned on the Level 1 record use: <span style="font-size: medium;">'''~role~'''</span>
* '''Note''': to display the name of the contact's company use: <span style="font-size: medium;">'''~companyname~'''</span>
==Level 2 Contacts/Accounts==
===Individual===
To display information for a <u>single</u> contact in the Level 2 contacts section:
: <span style="font-size: medium;">'''@contacts.''rolename.fieldname''@''' </span>
'''where:'''
* ''rolename'' = the name of the role that has been assigned to the contact on the Level Two item
* ''fieldname'' = the name of the field that is located on the contact's record.
Example:
@contacts.adjuster.firstname@
Note: if there is more than one contact assigned with the rolename specified, only one will be displayed.
===Contacts===
To display a list of the contacts assigned at Level 2:
===Accounts===
To display information for a <u>single</u> account in the Level 2 accounts section:
:<span style="font -size="3: medium;">'''@companies.''rolename.fieldname''@'''</fontspan>To display a list of the companies assigned at Level 2:
==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>
'''where:'''
* customfieldid = the 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.
~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 . . . <span style="font-size: medium;">'''[#(?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> '''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 . . . <span style="font-size: medium;">'''[#(?object=association) ~afcompanyid~ #]<br /><br />'''[#(?object=companyassociation)~afroleid~ #]'''</span> 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 ==Role Based Custom Fields==When you have a [[Custom Field]] such as a [[Web Page View]] or [[MS Word Merge]] that is located <u>'''on'''</u> a User Role or Company Role you can access: [[UTA]] Level 1 Information: : <span style="font-size: medium;">'''@levelone.''fieldname''@'''</span> or <span style="font-size: medium;">'''@levelone.''customfieldid''@'''</span>Contact Information: : <span style="font-size: medium;">'''@contact.''fieldname''@'''</span> or <span style="font-size: medium;">'''@contact.''customfieldid''@'''</span>Company Information: : <span style="font-size: medium;">'''@company.''fieldname''@'''</span> or <span style="font-size: 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;">'''@owner.''fieldname''@'''</span>Person: : <span style="font-size: medium;">'''@person.''fieldname''@'''</span>Contact: : <span style="font-size: medium;">'''@contact.''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;">'''[#(?object=''objectname''::{options})~''standardfieldname''~ $''customfieldname''$#]'''</span>'''Where:''' :* ''objectname'' is the name of the item to be listed.:: Either: '''address, activity, assign, contact, user, group, company, notes, association, companyassociation, transaction, timesheet''', '''level-1''', '''utaproviderL1''', '''utaproviderL2''', '''utaconsumerL1''', '''utaconsumerL2''' or '''linkactivity''': :* ''standardfieldname'' is the name of a standard field (between tildes, ~):* ''customfieldname'' is the name of a custom field (between dollar signs, $) '''Notes:''' :* You can refer to [[Custom Fields]] in the list using the Custom Field ID instead of Activities the field name, still between dollar signs ('''$12345$'''):* '''level-1''' can only be used as an object when referenced from a contact record. Also '''level-1''' will only list the level 1s that the contact has been added to in the contacts section.:* You can include text as well as variables within the [#...#] syntax.:* When using this syntax for [[Web Page View]]s, [[Custom Field Type: Read Only – System Variables|Read Only – System Variables]] etc. you will usually want to include HTML table formatting within the '''[#...#]''' syntax (see examples below). For [[MS Word Merge]] custom fields the table defined on the MS Word Template document, with the columns delimited by pipes (|) within the '''[#...#]'''.:* '''~Index~''' can be used to number the lines (1, 2, 3...) '''Note:''' ~index~ does not work for all lists. For example, it cannot be used when listing contacts associated with a Level 1.:** ''~Index~'' (upper case 'I') starts numbering at 1, ''~index~'' (lower case 'i') starts numbering at 0.~eventid~ will display the id of the level 2 . '''Options:''' {| 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</span>||Sorts the list in descending order by the standard field specified|-||<span style="font-size: medium;">orderby=tbl_''customfieldid''.valuestr</span>||Sorts the list in ascending order by the custom field specified|-||<span style="font-size: medium;">criteria=''standardfieldname''='''value'''</span>||Filters the list by the standard field and value specified|-||<span style="font-size: medium;">criteria=tbl_''customfieldid''.valuestr='''value'''</span>||Filter the list by the custom field and value specified|-||<span style="font-size: medium;">criteria=(''standardfieldname''='''value''' or 3''standardfieldname''='''value''')</span>||For multiple criteria when '''either''' conditional criteria can apply|-||<span style="font-size: medium;">criteria=(''standardfieldname''='''value''' AND ''standardfieldname''='''value''')</span>||For multiple criteria when '''both''' conditional criteria must apply|-||<span style="font-size: medium;">groupfunction=''aggregatefunction''</span>||Performs specified aggregate function on the listed fields<br />Ex. sum, count, Notescountdistinct|} * ''multiple options (i.e. a criteria and an orderby option) can be included, Contacts separated by doubled colons (::)'' '''Important:''' Any custom fields that you use as criteria or Companies=orderby '''must''' appear in the display. If you do not wish to display the field you can place it in a comment. (i.e.: <!--$12343$-->) However, if referencing a field as a property of a table you must show the value. '''Examples:'''
:*Note: If you wish to use ''"orderby=startdate"'', along with To include and format a date format other than yyyy-mm-dd you must use stored in 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 custom field (rather than yyyy-mm-dd, which is chronologicalsee also [[sscalculation]])
:* With Multiple Criteria:
</pre>
:* To sort descending by a custom field called ''Total Hours''with a custom field id of 'To list notes (from the record that contains the notes):'67292'': <prestyle="white-space: -o-pre-wrap; word-wrap: break-word;">[@#(?object=notes;activity::orderby=createddate tbl_67292.valuestr desc)<tr><td>Subject: ~notessubject~</td><td>~createddate~</td><td>Total Hours: $Total Hours$Start Date: ~usernamestartdate~</td></tr>@#]
</pre>
:* To sort descending reviews in a specific status by a custom field on a separate UTA Level 1 field called ''$Staff Final Score$'To list level 2 notes for each level 2 record at level 1' with a custom field id of ''1584168'' in numeric order: <prestyle="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity;utaconsumerL1::orderby=startdate desc)<tr><td>~subject~</td><td>~description~</td><td>~startdate~</td><td><table>[@tbl_15868.valuestr*1::criteria=(?objectstatusname=notes;orderby=createddate desc'Member Review'))<tr><td>~notes~</td><td>~createddate~</td><td>~username~</td></tr>@]</table></td></tr>#]
</pre>
</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 Level 3 Activities at Level 1 using Read Onlythe object (for Accounts): [#(?object=company::criteria=rolename="Cooperating Organization")#] {||-System Variable Field in Web Page View||[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'''):
:* To list UTA Providers:
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1::criteria=rolename="Panel") ~name~ ~typename~ ~statusname~ ~enddate~ $Panel Review Date$ $Panel ID</pre>
<pre>
<table border=1>!--@sscalculation(@xml.XML Field.People.Person[#(?objectcriteria="~type.nodevalue~" =activity;orderby=startdate"A") 1+#]@ 0) <tr--><td colspan=2>~subject~</td><td>~location~</td><td>~startdate~</td></trpre><tr><td> <table bgcolorpre style="00FFFFwhite-space: -o-pre-wrap; word-wrap: break-word;"> [@(?object=activitylt;orderby=startdate)<trbr><td>~subject~#]</td><td>~location~</td><td>~startdate~</tdpre></tr>@] :* To list notes (from the record that contains the notes):
</tablepre style="white-space: -o-pre-wrap; word-wrap: break-word;"></td></tr> [#(?object=notes::orderby=createddate desc)~notes~~createddate~~username~#]</table>
</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~ #]
::* To list all L3 allocations within a L2 budget record:
'''To list level 2 notes for each level 2 record at level 1: <pre><table borderstyle=1"white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity;::orderby=startdatedesc) <tr><td colspan=2>~subject~</td><td>~locationdescription~</td><td>~startdate~[@(?object=notes::orderby=createddate desc)@]</tdpre>{||-||~notes~||~createddate~||~username~|}</trpre style="white-space: -o-pre-wrap; word-wrap: break-word;">#]</table>
</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
|}
<pre style=Date"white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1) ~typename~ | ~statusname~ <br /Time Variables===Standard Fields Date>#]</Time==pre>
|}
'''Example:'''
|}
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=Current Date/Time==startdate) #]'''The following date variables are also available''':{| border="1" cellpadding="5"|+!Variable!!Content!!Display!!Comment|+-||@currentdate@Level 2 Activity: ~subject~||current date~statusname~||2009 January 25~startdate~|| ~enddate~|+-||@now@|colspan="3"|current date and time||2009 August 25 11:05AM||Workflows only. Not available within [[UTA]]s$Level 3 Activity List$
|}
:::: '''where''' "Level 3 Activity List" is the name you gave the [[Custom Field Type: Read Only – System Variables|Read Only – System Variable]] field
::: <span style="font-size: medium;">'''[@year(currentdate?object=activity)~standardfieldname~ $customfieldname$@ - current year]'''</span>'''Note:'''
{||-||Level 2 Activity: ~subject~||~statusname~||~startdate~||~enddate~|-||| colspan="3"|[@hour(currentdate?object=activity;orderby=typename)@ ]{||- current hour using 12 hour clock (0-12)||Level 3 Activity: ~typename~||~location~|}|}
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;"> [#(?object=object::orderby=field) <!--@hour24sslogic(currentdate~index~='num')--> ~standard field~ $custom field$ <br /> <!--@ end- current hour using 24 hour clock (0-24)> #] <br /> </pre>'''where:'''
=XML Variables===Count how many options were selected==<pre><!--@sscalculation(seconds are not available for the current time@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" == "A") 1+#]@ 0)--></pre>
::: {| border="1" cellpadding="5"@secondmonth(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 ''fieldnameStart Time''@hour24(fullstartdate)@ hour in ''Start Time'' using 24 hour clock (0- returns the second value 24)@minute(fullstartdate)@minute in ''fieldnameStart 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~#]@</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="font-size: medium;"><input class="Button" type="button" value="Button Label" /></span>:: ::* Multiple Files:::: <span style="font-size: medium;"><input class="Button" type="button" value="Button Label." /></span>'''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 current datepage: <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");}</time pre>You will also have to call the ''includejsfiles'' function in the format body onload: '''Friday at 19Alternatively:55''' you would 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){ upload_window = window.open(url,'upload_window', 'menubar=yes,scrollbars=yes,width=800,height=600,status=no,resizable=yes,dependent=yes,alwaysRaised=yes'); 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 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;">'''@fieldname.table'''@</span>==Retrieving History for Fields with Track Changes Enabled==The following syntax is used to retrieve standard or custom field history: For the [[Status]] standard field: ::: <span style="font-size: medium;">'''@dayweekHistoryOf(currentdatestatus)@ at '''</span>::: <span style="font-size: medium;">'''@hour24HistoryOf(currentdatestatuscaption)@'''</span>For a [[Custom Field]]:::: <span style="font-size:medium;">'''@minuteHistoryOf(currentdate''customfieldid'')@'''</span>OR::: <span style="font-size: medium;">'''@HistoryOf(''customfieldname'')@'''</span>'''Notes:''':::* ''HistoryOf'' is case sensitive.:::* See the [[HistoryOf function]] page for a complete description of this variable and its uses. <!--:::* You can only obtain the history of the Status field and [[Custom Fields]] in this way.-->==For 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. ==Currency Format==::: You can use the following syntax to format a custom field with currency: @format(L2 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.
=Controls=
==Hide a variable if it is missing==
Put the following in front of variable name.
::: <span style==How to hide a variable if it is missing=="font-size: medium;">'''<!--hideifnotfound-->'''</span>'''Example''':
</pre>
'''Note:''' the variable and 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==
</pre>
::* The content to be displayed (the middle line) can either be in plaintext or in HTML.::* Be sure there are single quotes around the variable and value.::* SSlogic does not support nested logic statements.
'''Example:'''
::* The following will display a Christmas tree image if the month is December:
<pre>
<!--@sslogic(month(now())=12)-->
<img src='"images/xmasstree.jpg'" alt="" />
<!--@end-->
</pre>
'''See [[SSlogic|See here]] for more information and further examples.'''
==How to display check boxes in the Web Page View==
To display Select Many - Check Box type custom fields as check boxes in a web page view add '''@checkbox('fieldname/fieldnumber','option name')@''' to the check box control.
</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" />
where 1199639 is customfield id
if it is used on the same level '''@1199639@'''
==How to suppress the Page Footer with Printing the Page==
To suppress the footer when printing the page you need to change your browser settings.
3. If required, change the margins.
==How to control print behaviorbehaviour==
'''To define a page break place the following code in the HTML source before the content you deem as the next page''':
<div class==How "page">This is the page content that needs to display a Dynamic Data grid field==be in landscape</div> To show Please note that the data grid field in page orientation control only works with Internet Explorer and is not the webpage view field use greatest quality print due to the syntax '@fieldname.table@'. ==How page being converted to display specific number of activities or transactions==When you want to display only specific number of activities or transactions from underlying level, use the following syntaxan image then rotated.<pre> [#(?object=object;orderby=field) <!--@sslogic(~index~='num')--> ~standard field~ $custom field$ <br /> <!--@end--> #] <br /> where, num= number of activities that should be displayed</pre>
== Role base Web page view field 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.
::** '''Issue''': For a list of level 2 activities, the code is showing instead of the field headings and values you've designated.
::** '''Resolution''': Insert a comment tag before the first cell tag. i.e.
<pre> </pre>
==See Also==
::* [[Root Company Variable]]s::* [[SSlogicsslogic]]::* [[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:JavaScriptPDF]]
