SmartWiki - Recent changes [en]

Exporting Reports

Eoghan — Mon, 20 May 2013 15:19:27 GMT

Export to XML:

← Older revision		Revision as of 15:19, 20 May 2013
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	==Export to XML==		==Export to XML==
-	If you change the extension to '''xml''', then the report will construct an XML document from the report results.	+	If you change the '''File extension''' to '''xml''', then the report will construct an XML document from the report results.

	1. In the '''Header''' section enter the XML declaration and open the root element, ''details'':		1. In the '''Header''' section enter the XML declaration and open the root element, ''details'':

XML

Eoghan — Mon, 20 May 2013 15:16:48 GMT

Setting Text Criteria – Logical Operators in a Report

Arthur — Thu, 16 May 2013 18:49:00 GMT

← Older revision		Revision as of 18:49, 16 May 2013
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	3. Click in the '''Criteria''' column for the '''Last name''' field.		3. Click in the '''Criteria''' column for the '''Last name''' field.

-	4. Type '''=~~’Anderson’~~'''.	+	4. Type '''='Anderson''''.

	[[Image:Resp25.png]]		[[Image:Resp25.png]]

Determining the reportid

Arthur — Thu, 16 May 2013 18:36:17 GMT

← Older revision		Revision as of 18:36, 16 May 2013
(2 intermediate revisions not shown)
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	In order to determine the ''reportid'':		In order to determine the ''reportid'':

-	In the list of [[Reports]] on the '''Reports''' page, the Report ID is displayed to the right of the export, edit and copy ~~buttons~~:	+	In the list of [[Reports]] on the '''Reports''' page, the Report ID is displayed to the right of the export, edit and copy icons:

-	[[~~File~~:~~Reportids~~.~~jpg~~]]	+	[[Image:ReportManagementPageWithReportIDsCircled.png\|link=]]

	The Report ID can also be determined by the following method		The Report ID can also be determined by the following method
	* Right-click on the link for the relevant report and select '''Properties'''		* Right-click on the link for the relevant report and select '''Properties'''
-	* Within the address displayed it will list the ''reportid'' for that Report. An example address would be: https://sample.smartsimple.biz/userreport/ur_viewreport.jsp?nextlevel=1&reportid=1231&reportname=~~Activites~~+-+No+account+activities. The Report ID in this case would be 1231.	+	* Within the address displayed it will list the ''reportid'' for that Report. An example address would be: ''<nowiki>https://sample.smartsimple.biz/userreport/ur_viewreport.jsp?nextlevel=1&reportid=1231&reportname=Activities+-+No+account+activities</nowiki>''. The Report ID in this case would be 1231.


	{{DeterminingIDs}}		{{DeterminingIDs}}
		+	[[Category:Reports]]

File:ReportManagementPageWithReportIDsCircled.png

Arthur — Thu, 16 May 2013 18:34:10 GMT

uploaded "[[File:ReportManagementPageWithReportIDsCircled.png]]"

New page

Accessing Reports in SmartSimple

Arthur — Thu, 16 May 2013 18:31:47 GMT

Report List Columns:

← Older revision		Revision as of 18:31, 16 May 2013
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	The Reports window is displayed.		The Reports window is displayed.

-	[[Image:~~Reports2~~.~~PNG~~\|link=]]	+	[[Image:ReportManagementPage.png\|link=]]

	The report window consists of the following sections:		The report window consists of the following sections:
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	Each report listed in the report list contains the following sections:		Each report listed in the report list contains the following sections:
	* '''Report Number''' (#) – the index of the report on the page. Remember this page length, like all others, is set by your '''[[Personal Settings]]''' – '''Number of Records Per page'''.		* '''Report Number''' (#) – the index of the report on the page. Remember this page length, like all others, is set by your '''[[Personal Settings]]''' – '''Number of Records Per page'''.
-	* '''Report ~~Name~~''' ~~– the name of the report.~~ Clicking ~~the report name~~ will cause the system to process the report and display the results. An asterisk is displayed in front of the name of the built-in reports.	+	* '''Run Report Icon''': {{RunReportIcon}} - Clicking this icon will cause the system to process the report and display the results.
-	* '''Edit button''' – used to edit the report. If the report is a built-in report, you can edit the report to see how it is constructed, but you will not be able to save the report.	+	* '''Report Name''' - The name given to the report. An asterisk is displayed in front of the name of the built-in reports.
-	* '''[[Copying a Report\|Copy button]]''' – copies an existing report to a new report. If you use the copy feature for any built-in report, you will be able to modify the report and save the changes.	+	* '''Edit button''': {{EditIcon}} – used to edit the report. If the report is a built-in report, you can edit the report to see how it is constructed, but you will not be able to save the report.
		+	* '''[[Copying a Report\|Copy button]]''': {{CopyIcon}} – copies an existing report to a new report. If you use the copy feature for any built-in report, you will be able to modify the report and save the changes.
		+	* '''Internet Enabled Icon''': {{InternetEnabledIcon}} (if the report is not Internet Enabled, the icon will be grayed out: {{NotInternetEnabledIcon}})
		+	* '''Custom Export Icon''': {{CustomExportIcon}} (if the report is not enabled for Custom Export, the icon will be grayed out: {{ReportCustomExportNotEnabledIcon}})
		+	* '''File Export Icon''': {{FileExportIcon}} (if the report is not enabled for File Export, the icon will be grayed out: {{ReportFileExportNotEnabledIcon}})
		+	* '''Category''' - shows the category of the report.
		+	* '''Report ID''' - see "[[Determining the reportid]]"
	* '''Report Description''' – narrative description of the report.		* '''Report Description''' – narrative description of the report.
-	* '''Roles allowed to view report''' – the list of roles that will be able to display the report. You must add the required roles to this list in order to make it available to other users. As you are in a [[Role\|role]] with [[Manager_Permission_–_Reports_and_Dashboards\|manager permission for reports]], you are able to see all reports, even though the '''Roles''' allowed to view report column is blank.	+	<!--* '''Roles allowed to view report''' – the list of roles that will be able to display the report. You must add the required roles to this list in order to make it available to other users. As you are in a [[Role\|role]] with [[Manager_Permission_–_Reports_and_Dashboards\|manager permission for reports]], you are able to see all reports, even though the '''Roles''' allowed to view report column is blank.
		+	REMOVED FROM THIS SECTION WITH MAY 2013 UPGRADE-->

	==User's View of Reports==		==User's View of Reports==

File:ReportManagementPage.png

Arthur — Thu, 16 May 2013 18:18:26 GMT

uploaded "[[File:ReportManagementPage.png]]"

New page

Upgrades by Category

Arthur — Thu, 16 May 2013 18:02:01 GMT

UTA Enhancements:

← Older revision		Revision as of 18:02, 16 May 2013
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	\|May 2013		\|May 2013
	\|+		\|+
-	\|'''Filter Owner Based on Organization''' – A new setting has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organization.	+	\|'''Filter Owner Based on Organization''' – A new [[Standard_Level_1_Field_List\|setting]] has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organization.
	<!--20113 - Filter Owner Based on Organization-->		<!--20113 - Filter Owner Based on Organization-->
	\|May 2013		\|May 2013
	\|}		\|}
-

	===Autoloader===		===Autoloader===

Standard Level 1 Field List

Arthur — Thu, 16 May 2013 18:00:32 GMT

← Older revision		Revision as of 18:00, 16 May 2013
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	* '''Owner''' - Initially a link to [[User\|user]] that entered the Level 1 item.		* '''Owner''' - Initially a link to [[User\|user]] that entered the Level 1 item.
	::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External\|external]] contact to be designated as the owner of the item.''		::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External\|external]] contact to be designated as the owner of the item.''
		+	::''* If you have enabled the '''Filter Owner Based on Organization''' setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
	* '''Person''' - Similar to the Owner field, can be used to associate a Level 1 item with an [[External\|external]] or [[Internal\|internal]] contact.		* '''Person''' - Similar to the Owner field, can be used to associate a Level 1 item with an [[External\|external]] or [[Internal\|internal]] contact.
	* '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application\|application]] and you wish to track the probability of winning an opportunity (Level 1 item).		* '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application\|application]] and you wish to track the probability of winning an opportunity (Level 1 item).

System Architecture

Arthur — Thu, 16 May 2013 16:56:08 GMT

← Older revision		Revision as of 16:56, 16 May 2013
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	[[Interfaces]] - Four Interface models are supported.		[[Interfaces]] - Four Interface models are supported.

-	[[Data Model]] - The base data model consists of many standard [[Entity\|entities]] but all [[Entity\|entities]] are extendable.	+	Data Model - The base data model consists of many standard [[Entity\|entities]] but all [[Entity\|entities]] are extendable.

	[[Applications]] - Built-in on-demand applications and custom applications can be created.		[[Applications]] - Built-in on-demand applications and custom applications can be created.

Using Group Email in Applicant Tracking

Arthur — Thu, 16 May 2013 16:54:35 GMT

Résumé - Select which Resume to send in Bulk Email:

← Older revision		Revision as of 16:54, 16 May 2013
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	=Résumé - Select which Resume to send in Bulk Email=		=Résumé - Select which Resume to send in Bulk Email=

-	[[User\|~~User's~~]] can choose which résumés (original or modified) to send on the assignment panel in bulk email.	+	[[User\|Users]] can choose which résumés (original or modified) to send on the assignment panel in bulk email.

	[[Category:Email]][[Category:Applicant Tracking]]		[[Category:Email]][[Category:Applicant Tracking]]

Custom Combined Sign-Up Page

Chris — Thu, 16 May 2013 16:24:27 GMT

← Older revision		Revision as of 16:24, 16 May 2013
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	* The JavaScript validations for the "Contact Signup" and "Company Signup" should both be executed when submit is clicked.		* The JavaScript validations for the "Contact Signup" and "Company Signup" should both be executed when submit is clicked.
-		+
-	4. '''~~Save~~''' the page.	+
		+	4. With a new '''Restrict Duplicate Emails''' functionality (May 2013 upgrade [[Upgrades]]) when enabled on system sign up page by selecting '''Do not update profile for existing user''' you can look at the compiled source code and take out the script that use to check the duplicate and paste it into your smart folder hybrid page. The part of the code that you will need is the following within the sb(frm) function:

-	5. ~~Create a web enabled [[Smart Folder]] and store the modified page in the folder~~.	+	var paramrs=new in_ssRecordSet();paramrs.addfieldnames("pageid,matchvalue");
		+	var idx=paramrs.getnewrecnumber();
		+	paramrs.addfieldvaluebyname(idx,"pageid",90);
		+	paramrs.addfieldvaluebyname(idx,"matchvalue",frm.cname.value);
		+	if (!SS_UTADuplicateCheck(false,'',0,30,'0','0',paramrs)) {
		+	return false;
		+	}

-	6. ~~Select~~ the ~~[[URL]]~~ for ~~this file through~~ the ~~'''File Options'''~~.	+	Also, make sure you include the javascript file "/Ajax/uta/in_uta.js" on the page as well
		+	Note: the duplicate check script above will be different based on different settings on the signup page, so you cannot just copy and paste the code above for all signup page. You have to look into the source of each individual signup page you are referencing.

-	7. Use this [[URL]] as the link in the website.	+
		+	5. '''Save''' the page.
		+
		+	6. Create a web enabled [[Smart Folder]] and store the modified page in the folder.
		+
		+	7. Select the [[URL]] for this file through the '''File Options'''.
		+
		+	8. Use this [[URL]] as the link in the website.

	==See Also==		==See Also==

Upgrade – May 2013 - Video

Andrew — Thu, 16 May 2013 15:22:56 GMT

← Older revision		Revision as of 15:22, 16 May 2013
Line 1:		Line 1:
-	Watch this video to get an '''general overview''' of the new features in our May 2013 upgrade.	+	Watch this video to get a '''general overview''' of the new features in our May 2013 upgrade.

	{{#ev:youtube\|s5dn3khvhwQ}}		{{#ev:youtube\|s5dn3khvhwQ}}

Batch Update Custom Field Settings

Arthur — Thu, 16 May 2013 14:55:35 GMT

← Older revision		Revision as of 14:55, 16 May 2013
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-	~~{{UnderConstruction}}~~
-
	This feature allows several [[Custom Fields\|custom field]] settings to be updated at once.		This feature allows several [[Custom Fields\|custom field]] settings to be updated at once.

	The following settings can be updated:		The following settings can be updated:
-	* ~~[[Role Field Permissions]]~~	+	* Display Order
-	* ~~[[Status Field Permissions]]~~	+	* Tab Name
	* Number Format		* Number Format
	* Validation Type		* Validation Type
-	* Options	+	* [[SmartField View]] Options
-	* JavaScript Validation.	+	* [[Field Permission Matrix]]
		+	* Options
		+	* Visiblity Condition
		+	* JavaScript Validation
		+	* [[Role Field Permissions]]
		+	* [[Status Field Permissions]]
		+	* [[Type Field Permissions]]
		+
		+
		+	[[Image:BatchUpdateCustomFields.png\|link=]]
		+

	[[Category:Custom Fields]]		[[Category:Custom Fields]]

File:BatchUpdateCustomFields.png

Arthur — Thu, 16 May 2013 14:52:15 GMT

uploaded "[[File:BatchUpdateCustomFields.png]]"

New page

Template:BatchUpdateButton

Arthur — Thu, 16 May 2013 14:45:53 GMT

Created page with '80px'

New page

[[Image:BatchUpdateButton.png|link=|80px]]

Batch Update

Arthur — Thu, 16 May 2013 14:45:04 GMT

← Older revision		Revision as of 14:45, 16 May 2013
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	:* '''Time & Expenses''': [[Status]]		:* '''Time & Expenses''': [[Status]]

-	There is also a '''Batch Update''' the for the ''settings'' section of Custom Fields,	+	Disambiguation: There is also a '''Batch Update''' the for the ''settings'' section of Custom Fields,
	found on the '''Field List''' page when editing [[Custom Fields]].		found on the '''Field List''' page when editing [[Custom Fields]].
	[[Batch Update Custom Field Settings\|Click here]] to go to the associated Wiki article.		[[Batch Update Custom Field Settings\|Click here]] to go to the associated Wiki article.
Line 27:		Line 27:

	==Using Batch Update==		==Using Batch Update==
-	~~===Choose Level===~~
-	~~First you must select which group of records you wish to update: Level 1, 2, 3 or Time & Materials, using the uppermost combo box on the search panel:~~
-	~~[[Image:BatchUpdate.png]]~~

	===Search===		===Search===
-	You ~~should~~ use the search panel on the right to find the subset of records you wish to update.	+	You can use the search panel on the right to find the subset of records you wish to update.
	* You can use the '''Search within result''' check box to further refine your search.		* You can use the '''Search within result''' check box to further refine your search.
	* If there are more records than fit on one page (depending on the Records per Page preference in your [[Personal Settings]]) you may want to click '''Show All''' so they can all be displayed:		* If there are more records than fit on one page (depending on the Records per Page preference in your [[Personal Settings]]) you may want to click '''Show All''' so they can all be displayed:
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	* If you want to select all records click the check box at the very top of the list which will '''Select All'''.		* If you want to select all records click the check box at the very top of the list which will '''Select All'''.
	::''You can then de-select some records if required.''		::''You can then de-select some records if required.''
		+
		+	===Click on the "Batch Update" Button===
		+	Click the Batch Update button ({{BatchUpdateButton}}) at the bottom of the [[list view]]. The batch update window will pop up.

	===Select Field(s) to Update===		===Select Field(s) to Update===
-	~~Once you have selected the records you wish to update you should enter~~ the new '''[[Status]]''' and/or '''Owner''' etc. for those records in the '''Update Values''' section.	+	Enter the new '''[[Status]]''' and/or '''Owner''', etc., for those records in the '''Update Values''' section.
	* When updating Level 1, if you wish to add a contact to the contacts section you must also select which [[Role]] they will be added with.		* When updating Level 1, if you wish to add a contact to the contacts section you must also select which [[Role]] they will be added with.

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	'''Note:''' If you updated the [[Status]], any [[Workflows]] associated with the new [[Status]] will be triggered during the batch update.		'''Note:''' If you updated the [[Status]], any [[Workflows]] associated with the new [[Status]] will be triggered during the batch update.
-

	==Additional Information==		==Additional Information==

Batch Update Custom Field Settings

Arthur — Thu, 16 May 2013 14:38:10 GMT

← Older revision		Revision as of 14:38, 16 May 2013
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		+	{{UnderConstruction}}
		+
	This feature allows several [[Custom Fields\|custom field]] settings to be updated at once.		This feature allows several [[Custom Fields\|custom field]] settings to be updated at once.

File:BatchUpdateManagerPermissions.png

Arthur — Thu, 16 May 2013 14:35:43 GMT

uploaded a new version of "[[File:BatchUpdateManagerPermissions.png]]"

New page

Batch Update

Arthur — Thu, 16 May 2013 14:34:48 GMT

Enabling Batch Update:

← Older revision		Revision as of 14:34, 16 May 2013
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	Visibility of the '''Batch Update''' tab is controlled on a per-[[role]] basis for each [[UTA]] using the '''Show Batch Update''' [[Manager Permission]].		Visibility of the '''Batch Update''' tab is controlled on a per-[[role]] basis for each [[UTA]] using the '''Show Batch Update''' [[Manager Permission]].
-	:[[Image:~~BupMP~~.png]]	+	:[[Image:BatchUpdateManagerPermissions.png\|link=]]


	* '''Important''': [[#Important: Security Information\|See below]] for the security implications of allowing Batch Update to be used.		* '''Important''': [[#Important: Security Information\|See below]] for the security implications of allowing Batch Update to be used.
-

	==Using Batch Update==		==Using Batch Update==

File:BatchUpdateManagerPermissions.png

Arthur — Thu, 16 May 2013 14:34:28 GMT

uploaded "[[File:BatchUpdateManagerPermissions.png]]"

New page

List Views

Arthur — Thu, 16 May 2013 14:31:27 GMT

Redirected page to List View Overview

New page

#REDIRECT [[List View Overview]]

Batch Update

Arthur — Thu, 16 May 2013 14:30:55 GMT

← Older revision		Revision as of 14:30, 16 May 2013
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-	~~{{UnderConstruction}}~~
-
	The '''Batch Update''' feature in the [[Universal Tracking Application]] allows multiple records to be updated all at once.<br>		The '''Batch Update''' feature in the [[Universal Tracking Application]] allows multiple records to be updated all at once.<br>
	The fields that can be updated are:		The fields that can be updated are:
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	==Enabling Batch Update==		==Enabling Batch Update==
-	This feature is accessed via the '''Batch Update''' ~~tab on~~ the ~~menu bar~~:	+	This feature is accessed via the '''Batch Update''' button at the bottom of [[List Views\|list views]]:
-	:[[Image:~~BatchUp~~.png]]	+	:[[Image:BatchUpdateLocation.png\|link=]]

	Visibility of the '''Batch Update''' tab is controlled on a per-[[role]] basis for each [[UTA]] using the '''Show Batch Update''' [[Manager Permission]].		Visibility of the '''Batch Update''' tab is controlled on a per-[[role]] basis for each [[UTA]] using the '''Show Batch Update''' [[Manager Permission]].

File:BatchUpdateLocation.png

Arthur — Thu, 16 May 2013 14:26:41 GMT

uploaded "[[File:BatchUpdateLocation.png]]"

New page

Web Page View Field Variables

Sartaj — Thu, 16 May 2013 13:13:25 GMT

Added the note that [#(?object=level-1;)#] will only work if the contact is in the contact section of the level 1.

← Older revision		Revision as of 13:13, 16 May 2013
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	'''Notes:'''		'''Notes:'''
	:* You can refer to [[Custom Fields]] in the list using the Custom Field ID instead of the field name, still between dollar signs ('''$12345$''')		:* 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	+	:* '''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.		:* 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 '''[#...#]'''.		:* 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 '''[#...#]'''.

Allowing Only One Check Box to be Selected

Arthur — Thu, 16 May 2013 12:44:18 GMT

← Older revision		Revision as of 12:44, 16 May 2013
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-	~~{{UnderConstruction}}~~
-
-	~~[[SmartSimple]] does not have a '''Select One - Radio button''' field type but you can use a check box field to re-create this type of functionality.~~
-
-
	To prevent a user from selecting more than one Check Box for the associated [[Custom Field]], add this code to the '''HTML Tag''' section of the [[Custom Field]]:		To prevent a user from selecting more than one Check Box for the associated [[Custom Field]], add this code to the '''HTML Tag''' section of the [[Custom Field]]:

Line 13:		Line 8:
	::and		::and
	* [[Custom Field Type: Select Many – Scrolling Check Box\|Select Many - Scrolling Check Box]]		* [[Custom Field Type: Select Many – Scrolling Check Box\|Select Many - Scrolling Check Box]]
-

	The [[User\|user]] will not be able to select more than a single check box with this code in place.		The [[User\|user]] will not be able to select more than a single check box with this code in place.

		+	For a [[Custom Field Type: Select One – Combo Box\|Select One - Combo Box]] field, the "Show as Radio Buttons" option can be selected to display the field selections as "radio buttons."

	==Note==		==Note==

Category:Video

Mark — Wed, 15 May 2013 18:59:15 GMT

← Older revision		Revision as of 18:59, 15 May 2013
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	''To watch these videos full screen, click on the YouTube link''		''To watch these videos full screen, click on the YouTube link''
-
-	~~[[Upgrade – May 2013 - Video]]~~

Upgrade – May 2013 - Video

Mark — Wed, 15 May 2013 18:58:55 GMT

Created page with 'Watch this video to get an '''general overview''' of the new features in our May 2013 upgrade. {{#ev:youtube|s5dn3khvhwQ}} ''To watch these videos full screen, click on the Yo…'

New page

Watch this video to get an '''general overview''' of the new features in our May 2013 upgrade.

{{#ev:youtube|s5dn3khvhwQ}}

''To watch these videos full screen, click on the YouTube link''

[[Category:Video]][[Category:Upgrades]]

Category:Video

Mark — Wed, 15 May 2013 18:58:42 GMT

← Older revision		Revision as of 18:58, 15 May 2013
Line 6:		Line 6:

	''To watch these videos full screen, click on the YouTube link''		''To watch these videos full screen, click on the YouTube link''
		+
		+	[[Upgrade – May 2013 - Video]]

Upgrades

Mark — Wed, 15 May 2013 18:56:07 GMT

← Older revision		Revision as of 18:56, 15 May 2013
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	=Current Upgrade Package: May 2013=		=Current Upgrade Package: May 2013=
		+
		+	Watch this video to get an '''general overview''' of the new features in our May 2013 upgrade.
		+
		+	{{#ev:youtube\|s5dn3khvhwQ}}
		+

	The following server will be upgraded on Tuesday, May 7, 2013 at 10pm EST.		The following server will be upgraded on Tuesday, May 7, 2013 at 10pm EST.

Adding a Table to a Report

Eoghan — Wed, 15 May 2013 13:31:00 GMT

Made it clearer where to add tables to the report

← Older revision		Revision as of 13:31, 15 May 2013
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	'''[http://www.smartsimple.com/DotOrg/flash/Adding_a_table_to_a_report_viewlet_swf.html View It Here]'''		'''[http://www.smartsimple.com/DotOrg/flash/Adding_a_table_to_a_report_viewlet_swf.html View It Here]'''

-	The first step is always to add the tables required to the report.	+	The first step is always to add the tables required to the report on the '''Recordsets''' tab.

	1. Scroll and set the '''Primary table''' option for the '''Contacts''' table.		1. Scroll and set the '''Primary table''' option for the '''Contacts''' table.

Using Variables in the Report Builder

BrianL — Tue, 14 May 2013 21:51:22 GMT

Added @arg@ variable

← Older revision		Revision as of 21:51, 14 May 2013
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	==objectid==		==objectid==
	* When using any of the [[ReportProperty Variables]] (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], [[userid]], etc) will be passed to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.		* When using any of the [[ReportProperty Variables]] (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], [[userid]], etc) will be passed to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.
		+
		+	==Referencing criteria entered in the same report==
		+	* If you ever need to reference the user entered criteria within the same report, you can use the '''@argx@''' variable where x = 1,2,3.. depending on what number the argument is. The idea is similar to using @args[1]@ if referencing the criteria within a sub-report but this is for a single report.
		+
		+	* This syntax can be used within '''Calculated Field''' and '''Criteria'''.
		+
		+	Sample use case can be if you are prompting for a date range in the report, but within another column of the report you want to use the user entered date to further limit the records using date_add, date_sub.


	[[Category:Reports]][[Category:Variables]]		[[Category:Reports]][[Category:Variables]]

Variable List

BrianL — Tue, 14 May 2013 21:41:13 GMT

Sender Fields:

← Older revision		Revision as of 21:41, 14 May 2013
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-	In addition you can also refer to fields from the sender such as custom fields and company details by using '''@sender.xxxx@'''	+	In addition you can also refer to fields from the sender such as custom fields and company details by using '''@sender.xxxx@''' <br>
-	These variables can be used within Email ~~Templates~~ and Workflow messages.	+	These variables can be used within [[:Category:Email\|Email]] and [[Workflow]] messages.

	* @sender.address@ - '''Address of the sender'''		* @sender.address@ - '''Address of the sender'''

← Older revision		Revision as of 15:16, 20 May 2013
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	* [[Importing and Exporting Reports]]		* [[Importing and Exporting Reports]]
	* [[Custom Fields – General Information]]		* [[Custom Fields – General Information]]
-		+	* [[Exporting_Reports#Export_to_XML\|Exporting Reports: Export to XML]]
	[[Category:Glossary]]		[[Category:Glossary]]

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	* '''Owner''' - Initially a link to [[User\|user]] that entered the Level 1 item.		* '''Owner''' - Initially a link to [[User\|user]] that entered the Level 1 item.
	::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External\|external]] contact to be designated as the owner of the item.''		::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External\|external]] contact to be designated as the owner of the item.''
		+	::''* If you have enabled the '''Filter Owner Based on Organization''' setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
	* '''Person''' - Similar to the Owner field, can be used to associate a Level 1 item with an [[External\|external]] or [[Internal\|internal]] contact.		* '''Person''' - Similar to the Owner field, can be used to associate a Level 1 item with an [[External\|external]] or [[Internal\|internal]] contact.
	* '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application\|application]] and you wish to track the probability of winning an opportunity (Level 1 item).		* '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application\|application]] and you wish to track the probability of winning an opportunity (Level 1 item).