8,849
edits
Changes
→Syntax
=To Display a List of Activities, Notes, Transactions, Contacts, Companies, Consumers, Providers=
==Syntax==
:<font size="3">'''[#(?object=''objectname'';::{options})~''standardfieldname''~ $''customfieldname''$#]'''</font>
'''Where:'''
:* ''objectname'' is the name of the item to be listed.
white-space: -o-pre-wrap;
word-wrap: break-word;">
<table>[#(?object=activity;::orderby=startdate desc)<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table>
</pre>
white-space: -o-pre-wrap;
word-wrap: break-word;">
<table>[#(?object=contact;::orderby=lastname;::criteria=rolename='Internal People')<tr><td>~firstname~</td><td>~lastname~</td><td>~email~</td></tr>#]</table>
</pre>
* 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~)<br>#]@
*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~#]
white-space: -o-pre-wrap;
word-wrap: break-word;">
[#(?object=contact;::criteria=(rolename='External' or rolename='Internal'))<tr><td>~firstname~ ~lastname~</td></tr>#]
</pre>
white-space: -o-pre-wrap;
word-wrap: break-word;">
[#(?object=activity;::orderby=tbl_67292.valuestr desc)<tr><td>Subject: ~subject~</td><td>Total Hours: $Total Hours$</td><td>Start Date: ~startdate~</td></tr>#]
</pre>
'''Note:''' ''$Total Hours$'' in the list could be listed as ''$67292$'' with the same result.
white-space: -o-pre-wrap;
word-wrap: break-word;">
[#(?object=activity;::orderby=startdate;::criteria=typename='This Activity Type')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]
</pre>
white-space: -o-pre-wrap;
word-wrap: break-word;">
<table>[#(?object=activity;::orderby=startdate;::criteria=typeid='24160')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table>
</pre>
word-wrap: break-word;">
<table>
[#(?object=company;::criteria=rolename="Cooperating Organization")<tr><td><a target='app_win' href=/s_viewcompany.jsp?companyid=~companyid~>~name~</a></td><td>~role~</td></tr>#]
</table>
</pre>
white-space: -o-pre-wrap;
word-wrap: break-word;">
<table>[#(?object=activity;::orderby=startdate;::criteria=statusname='Open')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table>
</pre>
white-space: -o-pre-wrap;
word-wrap: break-word;">
<table>[#(?object=activity;::orderby=startdate;::criteria=status.statusid='24160')<tr><td>~subject~</td><td>~location~</td><td>~startdate~</td></tr>#]</table>
</pre>
white-space: -o-pre-wrap;
word-wrap: break-word;">
[#(?object=notes;::orderby=createddate desc)<tr><td>~notes~</td><td>~createddate~</td><td>~username~</td></tr>#]
</pre>
::''Note: This syntax is for "Public (Default)" notes only, not custom note types.
white-space: -o-pre-wrap;
word-wrap: break-word;">
[#(?object=activity;::orderby=startdate desc)
<tr><td>~subject~</td><td>~description~</td><td>~startdate~</td>
<td><table>
[@(?object=notes;::orderby=createddate desc)<tr><td>~notes~</td><td>~createddate~</td><td>~username~</td></tr>@]
</table></td>
</tr>#]
<table>
<tr><td>Total Paid:
[#(?object=transaction;::criteria=trstranstype=11 and tbl_1145339.valuestr='Paid';groupfunction=sum)$1145183$ <!--$1145339$-->#]
Note:
$1145339$ - Status of payment
