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Web Page View Field Variables

18,737 bytes added, 20:45, 17 March 2023

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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=

~~'''~~==Current User ~~Variables'''~~==

''Note: "me" -- refers to the current user''

'''@me.companyname@'''

~~~~'''~~UTA Level 1~~@me.type@''' (returns 'User', ~~Sales Opportunity and Job Variables~~'Local User Administrator' or 'Global User Administrator'~~~~)

==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@'''

'''@~~people~~person.field@'''

Example: '''@~~people~~person.fullname@''' or '''@~~people~~person.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.

~~'''~~==UTA Level 2 / Activities Variables~~'''~~==

'''@subject@'''

'''@owner@'''

'''@eownerid@''' - userid of the owner

'''@contact@'''

'''@eventid@'''

'''@typename@'''

'''@objectid@'''

'''@rootcompanyid@'''

'''@rootcompany.name@'''

'''@contact.field@'''

~~'''~~==UTA Level 2 variables called from UTA Level 3~~'''~~== ~~If your '''Web Page View''' is~~ 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.)

'''UTA Level 1 variables called from UTA Level 3'''

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.)

'''Level 3 Associated Parent (Opportunity) '''

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.

'''Level 3 Associated Parent'''

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=

'''People Fields'''

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)

'''Company Fields'''

name, address, address2, city, province, state, country, postalcode, phone, fax, website

'''Lead Fields'''

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: :'''@owner.''fieldname''@ '''</~~font~~span>Person (Level 1 only):

* Person (Level 1 only):'''@~~people~~person.''fieldname'''''@ </~~font~~span>Assigned (Level 2 only):

* Assigned (Level 2 only):'''@~~people~~assigned.''fieldname''@ '''</~~font~~span>Company (Level 1 only):

* Company (Level 1 only):'''@client.''fieldname''@ '''</~~font~~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==

To display information for a single contact/account in the Level 1 contacts/accounts section:

:'''@contact.''rolename.fieldname''@ ''' </~~font~~span>   or   '''@company.''rolename.fieldname''@'''</~~font~~span>'''where:'''

~~'''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:

@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:

~~:[#(?object=contact;) ~''fieldname''~ #] or [#(?object=company;) ~''fieldname''~ #] ~~

: '''[#(?object=contact) ~''fieldname''~ #]''' or '''[#(?object=company) ~''fieldname''~ #]'''

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: '''~role~'''

* '''Note''': to display the name of the contact's company use: '''~companyname~'''

==Level 2 Contacts/Accounts==

===Individual===

To display information for a single contact in the Level 2 contacts section:

: '''@contacts.''rolename.fieldname''@'''

'''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:

~~:[#(?object=contact;) ~firstname~ ~lastname~ ~email~ #]~~

~~Note~~: '''[#(?object=contact) ~firstname~ ~lastname~ ~email~ #]'''To display only contacts assigned at Level 2 with a specific role/roles (only relevant if the Level 2 Multiple Contact List is enabled) : '''[#(?object=contact::criteria=roleid=12345) ~firstname~ ~lastname~ ~email~ #]'''To get the intersection record identifier (equivalent to ~oprid~ at Level 1) (i.e. for use in [[Pandora]] functions) : '''[#(?object=contact) ~lnkid~ #]'''To display the contact's profile status: : '''[#(?object=contact) ~firstname~ ~lastname~ ~ustatusid~ #]''''''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 single account in the Level 2 accounts section:

:'''@companies.''rolename.fieldname''@'''</~~font~~span>To display a list of the companies assigned at Level 2:

: '''[#(?object=company::orderby=name)~name~ #]'''

To get the intersection record identifier (i.e. for use in [[Pandora]] functions)

: '''[#(?object=company) ~clnkid~ #]'''

'''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.

~~:* It is not currently possible to display a list of Accounts for Level 2.~~

==To display Level 1 Company Role or Contact Role custom fields==

'''[#(?object=company;)$?opc_''customfieldid''$#]''' or '''[#(?object=contact;)$?opr_''customfieldid''$#]'''

~~[#(?object=company;)$?opc_~~''~~customfieldid~~'where:'~~$#] or [#(?object=contact;)$?opr_~~''~~customfieldid''$#]~~

~~'''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 . . .

'''[#(?object=association)~name~ ~standard field name~ $?afc_custom field id$ $?afc_custom field name$#]

'''[#(?object=companyassociation)~standard field name~ $custom field id$ $custom field name$#]'''

'''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 . . .

'''[#(?object=association) ~afcompanyid~ #]

'''[#(?object=companyassociation)~afroleid~ #]'''

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 '''on''' a User Role or Company Role you can access:

* [[UTA]] Level 1 Information:~~:@levelone.''fieldname''@ or @levelone.''customfieldid''@~~

* Contact Information::'''@~~contact~~levelone.''fieldname''@'''</~~font~~span> or '''@~~contact~~levelone.''customfieldid''@'''</~~font~~span>Contact Information:

* Company Information::'''@~~company~~contact.''fieldname''@'''</~~font~~span> or '''@~~company~~contact.''customfieldid''@'''</~~font~~span>Company Information:

: '''@company.''fieldname''@''' or '''@company.''customfieldid''@'''

When you want to refer to a User Role based [[Custom Field]] '''from''' a [[UTA]] Level 1 record use the following syntax:

Owner:

~~When you want to refer to a User Role based [[Custom Field]] '''from''' a [[UTA]] Level 1 record use the following syntax:~~* Owner::~~@owner.~~'~~'fieldname~~''@~~~~* Person:~~:@people~~owner.''fieldname''@~~~~* Contact:~~:@contact.''rolename''.'~~'~~fieldname~~''@</~~font~~span>Person:~~''where rolename is the role they are assigned on the Level 1 record''~~

: '''@person.''fieldname''@'''Contact:

:'''@contact.''rolename''.''fieldname''@''': ''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==: '''[#(?object=''objectname'';::{options})~''standardfieldname''~ $''customfieldname''$#]'''</~~font~~span>

'''Where:'''

~~:* ''objectname'' is the name of the item to be listed.~~

~~::Either: '''activity, contact, user, company, notes, association, transaction''' or '''level-1'''~~

~~:* ''standardfieldname'' is the name of a standard field (between tildes ~)~~

~~:* ''customfieldname'' is the name of a custom field (between dollar signs $)~~

:* ''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 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:'''

~~:* orderby=''standardfieldname'' - sorts the list in ascending order by the standard field specified~~

~~:* orderby=''standardfieldname'' desc - sorts the list in descending order by the standard field specified~~

~~:* orderby=tbl_''customfieldid''.valuestr - sorts the list in ascending order by the custom field specified~~

~~:* criteria=''standardfieldname''=''value'' - filters the list to only those items that meet the criteria specified~~

~~:* criteria=(''standardfieldname''=''value'' or ''standardfieldname''=''value'') - for multiple criteria~~

* ''multiple options can be included, separated by semi-colons (;)''

{| class="wikitable"

|-

||'''Option'''

||'''Effect'''

|-

||orderby=''standardfieldname''

||Sorts the list in ascending order by the standard field specified

|-

||orderby=''standardfieldname'' desc

||Sorts the list in descending order by the standard field specified

|-

||orderby=tbl_''customfieldid''.valuestr

||Sorts the list in ascending order by the custom field specified

|-

||criteria=''standardfieldname''='''value'''

||Filters the list by the standard field and value specified

|-

||criteria=tbl_''customfieldid''.valuestr='''value'''

||Filter the list by the custom field and value specified

|-

||criteria=(''standardfieldname''='''value''' or ''standardfieldname''='''value''')

||For multiple criteria when '''either''' conditional criteria can apply

|-

||criteria=(''standardfieldname''='''value''' AND ''standardfieldname''='''value''')

||For multiple criteria when '''both''' conditional criteria must apply

|-

||groupfunction=''aggregatefunction''

||Performs specified aggregate function on the listed fields Ex. sum, count, countdistinct

|}

* ''multiple options (i.e. a criteria and an orderby option) can be included, separated by doubled colons (::)''

'''Important:''' 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.: ) However, if referencing a field as a property of a table you must show the value.

'''Examples:'''

* To generate a list of Level 2 activities for a [[MS Word Merge]]:

~~::''See [[MS Word Merge]] for further details on including tables on MS Word Merge documents''~~

:: ''See [[MS Word Merge]] for further details on including tables on MS Word Merge documents''

:

:* To reference the Consumer UTA Level 1 owner name and ownerid from a Provider UTA Level 1 Read Only - System Variable custom field

[#(?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.

<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=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 the company with [[roleid]] 12345):

@me.parent.[#(?object=association::criteria=roleid='12345')~firstname~ ~lastname~ (Phone ~phone~)

#]@

:* For a list of a company's Active(current date is between 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>[#(?object=activity)#]</pre>

:* With Multiple Criteria:

*To generate a list of all contacts for a [[Web Page View]] or [[Custom Field Type<pre style="white-space: ~~Read Only – System Variables|Read Only – System Variables]] custom field (note that the HTML table formatting is included within the '''[#...#]''' syntax)~~<-o-pre>~~<table><tr><td>First Name</td><td>Last Name</td><td>E~~-~~mail Address</td><td>Cell Phone Number</td></tr~~wrap; word-wrap: break-word;">[#(?object=contact;::criteria=(rolename='External' or rolename='Internal'))~~<tr><td>~~~firstname~~~</td><td>~~~lastname~~~</td><td>~email~</td><td>$Cell Phone$</td></tr>~~#]~~</table>~~

</pre>

~~::''Note: The first line creates a header row for the table''~~

:* ~~For~~ To sort descending by a ~~list~~ custom field called ''Total Hours'' with a custom field id of ~~Level 2 (or Level 3) activities sorted by Start Date in descending order~~''67292'': <pre> ~~<table~~style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=activity;::orderby=~~startdate~~ tbl_67292.valuestr desc)~~<tr><td>~~Subject: ~subject~~~</td><td>~location~</td><td>~~Total Hours: $Total Hours$Start Date: ~startdate~~~</td></tr>~~#]~~</table>~~

</pre>

'''Note:''' ''$Total Hours$'' in the list could be listed as ''$67292$'' with the same result.

:* To sort descending reviews in a specific status by a custom field on a separate UTA Level 1 field called ''$Staff Final Score$'' with a custom field id of ''1584168'' in numeric order:

* For a list of contacts assigned to a Level 1 with the role of <pre style="~~Internal People", sorted by surname~~white-space:<-o-pre> ~~<table~~-wrap; word-wrap: break-word;">[#(?object=~~contact;~~utaconsumerL1::orderby=~~lastname;~~tbl_15868.valuestr*1::criteria=~~rolename~~(statusname='~~Internal People~~Member Review')~~<tr><td>~firstname~</td><td>~lastname~</td><td>~email~</td></tr>#]</table>~~)

</pre>

'''Note:''' ''$Staff Final Score$'' in the list could be listed as ''$15868$'' with the same result.

:* To list a specific activity type only:

* With Multiple Criteria<pre style="white-space:<-o-pre-wrap; word-wrap: break-word;">[#(?object=~~contact;~~activity::orderby=startdate::criteria=~~(rolename='External' or rolename~~typename='~~Internal~~This Activity Type')~~)<tr><td>~~~~~firstname~~subject~~location~ ~~~lastname~~startdate~~~</td></tr>~~#]

</pre>

:* To ~~sort descending by~~ 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 ~~custom field called~~ 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'~~Total Hours~~)#] {||-||~subject~||~location~||~startdate~|} :* To list activities based on the status ID ('' ~~with a custom field id of~~ 'Level 2 and Level 3 only'~~67292~~''): [#(?object=activity::orderby=startdate::criteria=status.statusid='24160')#] {||-||~subject~||~location~||~startdate~|} :* 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>

<tr/pre><~~td>Subject~~pre style="white-space: -o-pre-wrap; word-wrap: ~~~subject~</td~~break-word;">~~<td~~lt;br>~~Total Hours: $Total Hours$~~#]</tdpre> :* To list notes (from the record that contains the notes): <tdpre style="white-space: -o-pre-wrap; word-wrap: break-word;">~~Start Date~~[#(?object=notes:: orderby=createddate desc)~notes~~~~startdate~~createddate~~username~~~</td></tr>~~#]

</pre>

'::: ''Note:~~''' ''$Total Hours$'' in~~ 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=linkactivity) ~subject~ #] ::* To sum or count all the ~~list could be listed as ''$67292$'' with~~ L3 allocations from the ~~same result~~budget L2 record: @linkactivity.sum(...)@ or @linkactivity.count(...)@

'''To list level 2 notes for each level 2 record at level 1:

* 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'~~desc)~~<tr><td>~~~subject~~~</td><td>~~~~~location~~description~~~</td><td>~~~startdate~[@(?object=notes::orderby=createddate desc)@]</tdpre>{||-||~notes~||~createddate~||~username~|}<~~/tr~~pre style="white-space: -o-pre-wrap; word-wrap: break-word;">#]

</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)$1145183$ #] 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:'''

* To list activities based on status<pre style="white-space:<-o-pre>~~<table~~-wrap; word-wrap: break-word;">[#(?object=~~activity;orderby=startdate;criteria=statusname='Open'~~utaproviderL1)~~<tr><td>~~~~~subject~~typename~~~</td><td>~~| ~~~location~~statusname~ <td>~startdate~</td></tr~~>#]~~</table></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~

|}

~~==To Format the Start Date or Start Time==~date_format(startdate,~~'~~%Y-%m-%d~~'~~) as startdate~~~'Example:'''

~~:or~~<~~font size~~pre style="3white-space: -o-pre-wrap; word-wrap: break-word;">~~~date_format~~[#(~~startdate,'%h:%i %p'~~?object=utaproviderL2) ~~as starttime~~~typename~ | ~statusname~ #]</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~ #]</pre>

==To Format the Start Date or Start Time==

::: '''~date_format(startdate,'%Y-%m-%d') as startdate~'''

:::: or

::: '''~date_format(startdate,'%h:%i %p') as starttime~'''

'''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==

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.~~

:::: ''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:~~<pre><table>~~ [@(?object=activity;::orderby=typename)~~<tr><td>~~ @] {||-||Level 3 Activity: ~typename~~~</td><td>~~||~location~~~</td></tr>@]</table></pre>~~|}

Then create either a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] at Level 1:

~~<pre><table>~~[#(?object=activity;::orderby=startdate)#] ~~<tr><td>~~{||-||Level 2 Activity: ~subject~~~</td><td>~~||~statusname~~~</td><td>~~||~startdate~~~</td><td>~~||~enddate~~~</td></tr>~~ ~~<tr><td></td><td~~ |-||| colspan="3>"|$Level 3 Activity List$~~</td></tr>~~#]~~</table>~~ ~~</pre>~~|}::::'''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===

If Level 3 has less than 25 fields it is not necessary to create a [[Custom Field Type: Read Only – System Variables|Read Only – System Variable]] Custom Field on the Level 2 that lists the Level 3 activities.

Instead you can use the following syntax '''within''' the '''[#...#]''' that lists the Level 2 activities:

~~:[@(?object=activity;)~standardfieldname~ $customfieldname$@]~~

::: '''[@(?object=activity)~standardfieldname~ $customfieldname$@]'''

'''Note:'''

::* This syntax will only work if there are '''less than 25 fields at Level 3.'''

'''Example:'''

::* To display a list of Level 2 activities, including any Level 3 activities under their parent Level 2 activity:~~<pre><table>~~[#(?object=activity;::orderby=startdate)#] {||-~~<tr><td>~~||Level 2 Activity: ~subject~~~</td><td>~~||~statusname~~~</td><td>~~||~startdate~~~</td><td>~~||~enddate~~~</td></tr>~~ ~~<tr><td></td><td~~ |-||| colspan="3> ~~<table>~~ "|[@(?object=activity;orderby=typename)~~<tr><td>~~ @]{||-||Level 3 Activity: ~typename~~~</td><td>~~||~location~~~</td></tr>@]~~ ~~</table>~~ ~~</td></tr>~~#]~~</table>~~ |}~~</pre>~~|}

==Displaying a Specific Number of Items in a List==

When you want to display only specific number of activities or transactions in a [[Web Page View]] use the following syntax.

<prestyle="white-space: -o-pre-wrap; word-wrap: break-word;"> [#(?object=object;::orderby=field)

~standard field~ $custom field$

</pre>

'''where:'''

* num = number of activities that should be displayed

~~'''Note~~:~~'''~~:* ~~sslogic cannot~~ num = number of activities that should be ~~used in~~ displayed =XML Variables===Count how many options were selected==<pre></pre> ==Filtered XML display output==<pre>@xml.XML Field.People.Person[~~MS Word Merge~~#(?criteria="~type.nodevalue~" == "A")~FirstName.nodevalue~ ~LastName.nodevalue~ #]]s@</pre>

=Date/Time Variables=

==Standard Fields Date/Time==

'''Variable List:'''

~~:{| border="1" cellpadding="5"~~

|-

~~|'''Start Date'''||'''End Date'''||'''Close Date''' ''Level 1 only''||'''Display Format'''~~

|-

~~|@startdate@||@enddate@||@closedate@||2009-01-23~~

|-

~~|@longstartdate@||@longenddate@||@longclosedate@||Friday, January 23, 2009~~

|-

~~|@fullstartdate@||@fullenddate@||@fullclosedate@||2009-01-23 15:40:00~~

|}

*::: {| border="1" cellpadding="5"'''Start Date''''''~~Note~~End Date''': ''~~Start Time~~'Close Date''' ''Level 1 only'' ~~and~~ ''~~End Time~~'Modified Date' ~~are stored within the~~ ''~~fullstartdate~~'' ~~and~~ 'Display Format'~~fullenddate~~'' ~~fields respectively. They can be accessed and~~ @startdate@@enddate@@closedate@@modifieddate@Date formatted ~~using~~ according to user preferences (At Level 1 Modified Date also includes the ~~variables elements listed below.~~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''': ''~~To display specific elements of the Start Date,~~ Start Time~~, End Date,~~ '' and ''End Time ~~or Close Date~~'' are stored within the '':fullstartdate'' and ''fullenddate'' fields respectively. They can be accessed and formatted using the variables elements listed below.

~~:{| border="1" cellpadding="5"~~|-~~|@month(fullstartdate)@||month number in '~~'~~Start Date~~''|-~~|@monthname(fullstartdate)@||name~~ To display specific elements of ~~month in ''~~the 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~~''' or '''~~, End Time, Close Date, Modified Date''' ~~replace '''fullstartdate''' with either '''fullenddate''' or '''fullclosedate''' respectively.''':''(seconds are not available for standard date/time fields)''~~:~~''('''Close Date''' does not have a time associated with it)~~

::: {| 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-~~!Variable!!Content!!Display!!Comment~~|01-||22 17:55:22See also [[Obtain Server Date and Time]]@date(currentdate)@||current date~~||2009~~ as for yyyy-mm-dd2013-05-17 @currentdate@current date2009 January 25|| |-||@now@||current date and ~~time||2009~~ time2009 August 25 11:~~05AM||Workflows~~ 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)~~

::: {| 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'~~You can parse out a particular date/time in a~~ ')@custom field date ~~field''':~~as for yyyy-mm-dd2013-05-17

~~:{| border="1" cellpadding="5"~~|-|@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=

==~~How~~ 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 ~~display~~ a ~~Dynamic Data grid~~ [[Single File]] or [[Multiple Files]] custom field: ::* Single File:::: <input class="Button" type="button" value="Button Label" />:: ::* Multiple Files:::: <input class="Button" type="button" value="Button Label." />'''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");}</pre>You will also have to call the ''includejsfiles'' function in the body onload: '''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:'''

~~To show a [[Custom Field Type: Dynamic Data – Data Grid|Dynamic Data – Data Grid]] field in a webpage view field use the following syntax:~~: <~~font size~~input class="Button" type="button" value="3Upload"/>~~@fieldname~~<pre>function openupload(url){ upload_window = window.~~table@~~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();}</~~font~~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:

::: '''@fieldname.table'''@

==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:

~~The following syntax~~ ::: '''@HistoryOf(status)@'''::: '''@HistoryOf(statuscaption)@'''For a [[Custom Field]]:::: '''@HistoryOf(''customfieldid'')@'''OR::: '''@HistoryOf(''customfieldname'')@''''''Notes:''':::* ''HistoryOf'' is ~~used to retrieve custom field history~~case sensitive.:::* See the [[HistoryOf function]] page for a complete description of this variable and its uses.

~~For~~ ==For Hybrid Sign-Up Pages==:::~~~~The @~~HistoryOf(status)~~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.

~~For a [[Custom Field]]:~~

~~:@HistoryOf(''customfieldid'')@ ~~

==Currency Format==:'':: You can use the following syntax to format a custom field with currency: @format(L2 Subcontract total y1,currency,USD,2)@. The ~~field name is not accepted~~ 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 ~~this case~~specific data based on your current session.~~)''~~

:: Company Fields: '''~~Notes:~~@sessioncompany.fieldname@''' Example:* ''HistoryOf'' is case sensitive@sessioncompany.~~:* You can only obtain~~ name@ would return the ~~history~~ Company Name of the ~~Status field and [[Custom Fields]]~~ organization you are currently logged in ~~this way~~as.

=Controls=

==Hide a variable if it is missing==

Put the following in front of variable name.

::: '''''''''Example''':

~~Put '''''' in front of variable name.~~*Example:<pre> @parent.contact.adjuster.email@

</pre>

'''Note:''' ~~the variable and~~ the  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:

~~'''Example:'''~~

* The following will display a Christmas tree image if the month is December:

<pre>

</pre>

==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.

~~To display Select Many - Check Box type custom fields as~~ This syntax works if the check boxes ~~in a web page view add '''@checkbox('fieldname/fieldnumber','option name')@''' to~~ are on the ~~check box control~~same level.

~~This syntax works if the check boxes are on the same level. or~~'''Example:'''

~~'''Example:'''~~ <pre><input type="checkbox" ~~@checkbox('12345','yes')@~~/>

</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" />

~~==How to display level two check boxes on level one in the Web Page View==~~

~~@checkboxvalue(id||values to be checked)@~~

~~<input type=~~::* Use two "~~checkbox~~'''|'''" ~~name="checkboxb20" value="Limited community support" @checkboxvalue~~(~~$1199639$||Limited community support~~pipes)@> to separate '''id''' and '''value''' to be checked

* Use two "'''|'''" (pipes) to separate '''id''' and '''value''' to be checked

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 ~~behavior~~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 ('''

'''~~To define a page break place the following code in~~ ) of the HTML ~~source before the content you deem as the next page~~''':~~<pre><div style="PAGE-BREAK-AFTER: always"> </div></pre>~~'''~~To change the page orientation to landscape first place the following in the header portion (~~<~~head~~strong>~~</head>) of the HTML~~Then place''':<~~pre><style type="text~~/~~css" media="print"~~strong>~~div.page {~~ ~~writing-mode: tb-rl;height: 80%;margin: 10% 0%;margin-right: 80pt;filter: progid:DXImageTransform.Microsoft.BasicImage(Rotation=1);~~}~~</style></pre>'''Then place <pre><div class="page"></div> </pre>in the HTML source around the "page" content.'''~~

~~Example:~~ <pre> <~~div class=~~/pre>'''in the HTML source around the "page"~~>This is the page~~ content ~~that needs to be in landscape</div></pre>~~.'''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 ~~behavior~~ 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.

~~To define a page break in a~~ ::* See [[PDF Writer Custom Tags]] for further [[PDF ~~add <pd4ml:page.break/> before the content you deem as the next page.~~]] formatting options

~~To change~~ =Troubleshooting=::* '''Issue''': 2 variables run together (thus removing the ~~orientation of a page to landscape in~~ ending @ and beginning @)::* '''Resolution''': Place a ~~PDF add <pd4ml:page.break pageFormat="rotate"> before the content you deem as~~ non-breaking space tag (&nbsp;) between the ~~next page~~variables.

~~=Troubleshooting=~~

::* ~~In the event of 2 variables running together (removing the ending @ and beginning @) the issue can be resolved by placing a non-breaking space tag ( ) in between each other.~~* '''Issue''': For ~~your~~ a list of level 2 activities, ~~your~~ 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.

~~Try inserting a comment tag before the first cell tag. i.e.~~<pre>~~<tr><td>~~ </pre>

~~=See Also=~~* [[SSlogic]]* [[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]]index

==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:~~JavaScript~~PDF]]

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