Changes

In constructing this type of page HTML is used in conjunction with the following variables.

'''@description@'''

'''@owner.field@'''

'''@person.field@'''

'''@company.field@'''

'''@branch.field@'''

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.

province, state, country, postalcode, owner, modifieddate, cost, costunit, type,

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

status, description, name, phone, fax, address, address2, city, state, province, country,

Use @client.categories@ to return a list of category names - comma delimited e.g. "Agency,Marketing,Good client"

 * '''Note''': to display the role that the contact or account is assigned on the Level 1 record use: <span style="font -size="3: medium;">'''~role~'''</fontspan>* '''Note''': to display the name of the contact's company use: <span style="font -size="3: medium;">'''~companyname~'''</fontspan>

The syntax for extracting information on the entity to which they are associated is as follows . . . <font size="3">'''[#(?object=association)~name~ ~standard field name~ $custom field id$ $custom field name$##]<br /><br>where:'''[#(?object=companyassociation)~standard field name~ $custom field id$ $custom field name$#]'''</font>

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="3: medium;">'''[#(?object=association) ~afcompanyid~ #]<br /><br/>'''[#(?object=companyassociation)~afroleid~ #]'''</fontspan>

 :<span style="font -size="3: medium;">'''@owner.''fieldname''@'''</fontspan>

:<span style="font -size="3: medium;">'''@person.''fieldname''@'''</fontspan>

:<span style="font -size="3: medium;">'''@contact.''rolename''.''fieldname''@'''</fontspan>:''where rolename is the role they are assigned on the Level 1 record'' 

:<span style="font -size="3: medium;">'''[#(?object=''objectname''::{options})~''standardfieldname''~ $''customfieldname''$#]'''</fontspan>

 :* ''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''':

'''Notes:'''  

:* 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.

 :{|border="1" cellpadding="5"|-!Option!!Effect|-|OptionEffect<span style="font -size="3: medium;">orderby=''standardfieldname''</fontspan>||Sorts the list in ascending order by the standard field specified|-|<span style="font -size="3: medium;">orderby=''standardfieldname'' desc</fontspan>||Sorts the list in descending order by the standard field specified|-|<span style="font -size="3: medium;">orderby=tbl_''customfieldid''.valuestr</fontspan>||Sorts the list in ascending order by the custom field specified|-|<span style="font -size="3: medium;">criteria=''standardfieldname''=''&#39;'value&#39;'''</fontspan> ||Filters the list by the standard field and value specified|-|<span style="font -size="3: medium;">criteria=tbl_''customfieldid''.valuestr=''&#39;'value&#39;'''</fontspan>||Filter the list by the custom field and value specified |-|<span style="font -size="3: medium;">criteria=(''standardfieldname''=''&#39;'value&#39;''' or ''standardfieldname''=''&#39;'value&#39;''')</fontspan>||For multiple criteria when '''either''' conditional criteria can apply |-|<span style="font -size="3: medium;">criteria=(''standardfieldname''=''&#39;'value&#39;''' AND ''standardfieldname''=''&#39;'value&#39;''')</fontspan>||For multiple criteria when '''both''' conditional criteria must apply|-|<span style="font -size="3: medium;">groupfunction=''aggregatefunction''</fontspan> ||Performs specified aggregate function on the listed fields<br/>Ex. sum, count, countdistinct|}

::''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

* 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: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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)<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;"><table><tr><td>First Name</td><td>Last Name</td><td>E-mail Address</td><td>Cell Phone Number</td></tr>[#(?object=contact)<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''

<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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>|}

<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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>|}

<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;"> <table>[#(?(object =level-1) NAME: ~name~ OWNERID: ~ownerid~ OWNERNAME: ~ownername~ #]</table></pre>

  @owner.[#(?object=association)~name~ (Phone ~phone~)<br> #]@

  @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=activity)&lt;<!--@sscalculation(date_format("$fieldname$","%M %d, %Y"))-->#]

 <pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=contact::criteria=(rolename='External' or rolename='Internal'))<tr><td>~firstname~ ~lastname~</td></tr>#]

 <pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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 style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaconsumerL1::orderby=tbl_15868.valuestr*1::criteria=(statusname='Member Review'))

 <pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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>#]

*To include a hyperlink to the object (for Accounts):{|<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; 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>|}

<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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>|}

<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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>|}

 <pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1::criteria=rolename="Panel") ~name~ ~typename~ ~statusname~ ~enddate~ $Panel Review Date$ $Panel ID$&@@@PRE13@@@lt;br>#]</pre>

 <pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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>#]

::''Note: This syntax is for "Public (Default)" notes only, not custom note types.* To list all companies under a parent company record:

 <pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; 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/pre>{||-||~notes~</td><td>||~createddate~</td><td>||~username~</td></tr>@]|}</table></tdpre style="white-space: -o-pre-wrap; word-wrap: break-word;"></tr>#]

::''Note: This syntax is for "Public (Default)" notes only, not custom note types.

'''To do a sum of all the unpaid payment transaction:{|<pre><table>|-<tr><td>||Total Paid: [#(?object=transaction::criteria=trstranstype=11 and tbl_1145339.valuestr='Paid'::groupfunction=sum)$1145183$ <!--$1145339"145339$-->#]Note:$1145339$ - Status of payment$1145183$ - Payment Amount</td></tr></table></pre>|}

 <pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL1) ~typename~ | ~statusname~ <br/>#]</pre>

 <pre style="white-space: -o-pre-wrap; whiteword-spacewrap: break-moz-word;">[#(?object=utaproviderL2) ~typename~ | ~statusname~ <br />#]</pre-wrap; > white-spaceIf you have multiple different UTAs connected as providers, you  can use criteria to filter: -<pre-wrap; style="white-space: -o-pre-wrap; word-wrap: break-word;">[#(?object=utaproviderL2utaproviderL1::criteria=provappid="12345") ~typename~ | ~statusname~ <br/>#]</pre>

:<span style="font -size="3: medium;">'''~date_format(startdate,'%Y-%m-%d') as startdate~'''</fontspan>::or:<span style="font -size="3: medium;">'''~date_format(startdate,'%h:%i %p') as starttime~'''</fontspan>

<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;"><table> [@(?object=activity::orderby=typename)<tr><td> @] {||-||Level 3 Activity: ~typename~</td><td>||~location~</td></tr>@]</table></pre>|}

<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;"><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

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.

<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;"><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>|}

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

<pre>@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" == "A")~FirstName.nodevalue~ ~LastName.nodevalue~<br/>#]@</pre>

'''Variable List:''':{| border="1" cellpadding="5"|-|'''Start Date'''||'''End Date'''||'''Close Date'''<br/>''Level 1 only''||'''Modified Date'''||'''Display Format'''|-|@startdate@||@enddate@||@closedate@||@modifieddate@||Date formatted according to user preferences (At Level 1 Modified Date also includes the time: 15:40)|-|@longstartdate@||@longenddate@||@longclosedate@||@longmodifieddate@||Friday, January 23, 2009|-|@fullstartdate@||@fullenddate@||@fullclosedate@||@fullmodifieddate@||2009-01-23 15:40:00|-|@datetime(fullstartdate)@||@datetime(fullenddate)@||@datetime(fullclosedate)@||@datetime(fullmodifieddate)@||2009-01-23 15:40:00|-|@date(fullstartdate)@||@date(fullenddate)@||@date(fullclosedate)@||@date(fullmodifieddate)@||2009-01-23|}

:{| 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)

 :{| border="1" cellpadding="5"|-!Variable!!Content!!Display!!Comment|-||VariableContentDisplayComment@datetime(currentdate)@||current date and time as for yyyy-mm-dd HH:mm:ss||2013ss2013-01-22 17:55:22||See 22See also [[Obtain Server Date and Time]]|-||@date(currentdate)@||current date as for yyyy-mm-dd||2013dd2013-05-17||&nbsp;|-||@currentdate@||current date||2009 date2009 January 25||&nbsp;|-||@now@||current date and time||2009 time2009 August 25 11:05AM||Workflows 05AMWorkflows only. Not available within [[UTA]]s|}

: {| border="1" cellpadding="5"VariableContentDisplay@date(''fieldname'For a ')@custom field on the same level date as the Web Page View Field, you can parse out a particular date/time in a date field'''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|}

==Adding an * Show thumbnail image from Upload fields==Users can return image thumbnails or meta data from multiple file fields using the list syntax below"thunbnailpath option:

* Show thumbnail image using thunbnailpath option: <pre>@multi file name.template[# <img src="~thumbnailpath~" alt="" width="240" /> #]@

* Show thumbnail image and file name using filepath option:  <pre>@multi file name.template[# <img src="~filepath~/thumbnail/?maxwidth=240" alt="" width="240" />~filename~#]@

* Show thumbnail image and file name using compressedpath option:  <pre>@multi file name.template[# <img src="~compressedpath~/thumbnail/?maxwidth=240" alt="" width="240" />~filename~#]@

* Show file name, size and upload date:  <pre>@multi file name.template[# ~filename~, ~filesize~, ~uploaddate~#]@

  <input class="Button" type="button class=Button " value='"Multiple files...' onclick="x_uploadfolder(''customfieldid'','@codedid@')" />

 <pre>function include_dom(script_filename) {

  <body onload="includejsfiles();"> 

  <input class="Button" type="button class=Button " value='"Upload' onclick="openupload('@fieldname.uploadlink@')" /><pre>function openupload(url)

: <span style="font-size: medium;">'''@HistoryOf(status)@'''</span>: <span style="font-size: medium;">'''@HistoryOf(statuscaption)@'''</span>For a [[Custom Field]]:  :<span style="font -size="3: medium;">'''@HistoryOf(''customfieldid'')@'''</fontspan>

:<span style="font -size="3: medium;">'''@HistoryOf(''customfieldname'')@'''</fontspan>'''Notes:'''

: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. 

 <pre> <!--hideifnotfound-->@parent.contact.adjuster.email@

* SSlogic does not support nested logic statements.

<img src='"images/xmasstree.jpg'" alt="" />

This syntax works if the check boxes are on the same level.

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

: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=How to display level two check boxes on level one in the Web Page View"checkbox" value==@checkboxvalue(id||values to be checked)@"Limited community support" />

Example'''To change the page orientation to landscape first place the following in the header portion (''' ''') of the HTML''':  '''<prestrong>Then place'''<div class="page"/strong>This is the page content that needs to be in landscape </divpre> </pre>'''in the HTML source around the "page" content.'''Example:

To define change the orientation of a page break to landscape in a PDF add <pd4ml:page.break/> 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><tr><!--~index~--><td></pre> 

*   [[Category:Custom Fields]][[Category:Variables]][[Category:PDF]]%20in%20webpage%20view%20field%20showing%20activity" data-mce-href="Allow%20for%20'  [[Category:Custom Fields]][[Category:Variables]][[Category:PDF]]%20in%20webpage%20view%20field%20showing%20activity" title="Allow%20for%20'  [[Category:Custom Fields]][[Category:Variables]][[Category:PDF]]%20in%20webpage%20view%20field%20showing%20activity" data-bs-type="internal_link" class="internal bs-internal-link" data-bs-wikitext="Allow%20for%20'  [[Category:Custom Fields]][[Category:Variables]][[Category:PDF]]%20in%20webpage%20view%20field%20showing%20activity">Allow for '$'   [[Category:Custom Fields]][[Category:Variables]][[Category:PDF]] in webpage view field showing activity]]