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| # | Location | File | Last Modified |
|---|---|---|---|
| 1 | v1603_release_60.zip\CRM_solutions\North52BPA_1_0_0_549_managed_2013_2015_2016_Dyn365.zip\WebResources | north52_html_formulaeditorE608F91D-0F5A-E411-8363-00155DF5B00D | Fri Mar 30 17:17:44 2018 UTC |
| 2 | v1603_release_60.zip\CRM_solutions\North52BPA_1_0_0_549_managed_2013_2015_2016_Dyn365.zip\WebResources | north52_html_formulaeditorE608F91D-0F5A-E411-8363-00155DF5B00D | Mon Jun 18 13:58:28 2018 UTC |
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| 1 | <html> | |
| 2 | <head> | |
| 3 | </head> | |
| 4 | <body> | |
| 5 | ||
| 6 | ||
| 7 | <scrip t src="Cli entGlobalC ontext.js. aspx"></sc ript> | |
| 8 | ||
| 9 | <scrip t src="nor th52_/java script/wij mo/jquery" type="tex t/javascri pt"></scri pt> | |
| 10 | ||
| 11 | <link type="text /css" href ="north52_ /css/boots traptheme" rel="styl esheet" > | |
| 12 | <l ink type=" text/css" href="nort h52_/css/b ootstrap" rel="style sheet" > | |
| 13 | <l ink type=" text/css" href="nort h52_/css/a lpacaboots trap" rel= "styleshee t"> | |
| 14 | <l ink type=" text/css" href="nort h52_/css/b ootstrapmu ltselect" rel="style sheet"> | |
| 15 | ||
| 16 | ||
| 17 | <s cript type ="text/jav ascript" s rc="north5 2_/javascr ipt/bootst rap"></scr ipt> | |
| 18 | <s cript type ="text/jav ascript" s rc="north5 2_/javascr ipt/alpaca handlebars "></script > | |
| 19 | <s cript type ="text/jav ascript" s rc="north5 2_/javascr ipt/alpaca bootstrap" ></script> | |
| 20 | <s cript type ="text/jav ascript" s rc="north5 2_/javascr ipt/wizard functions" ></script> | |
| 21 | <s cript type ="text/jav ascript" s rc="north5 2_/javascr ipt/wizard helpers">< /script> | |
| 22 | <s cript type ="text/jav ascript" s rc="north5 2_/javascr ipt/bootst rapmultise lect"></sc ript> | |
| 23 | ||
| 24 | ||
| 25 | ||
| 26 | <scrip t src="nor th52_/java script/wij mo/jqueryu i" type="t ext/javasc ript"></sc ript> | |
| 27 | <scrip t src="nor th52_/java script/JSO N2" type=" text/javas cript"></s cript> | |
| 28 | <scrip t src="nor th52_/java script/n52 .rest" typ e="text/ja vascript"> </script> | |
| 29 | <scrip t src="nor th52_/java script/sdk .rest" typ e="text/ja vascript"> </script> | |
| 30 | <scrip t src="nor th52_/Java script/sdk .metadata. js" type=" text/javas cript"></s cript> | |
| 31 | <scrip t src="nor th52_/java script/nor th52.htmlw ebresource .helper" t ype="text/ javascript "></script > | |
| 32 | <scrip t src="nor th52_/java script/nor th52_dialo g_helper" type="text /javascrip t"></scrip t> | |
| 33 | <scrip t src="nor th52_/java script/wij mo/open" t ype="text/ javascript "></script > | |
| 34 | <scrip t src="nor th52_/java script/wij mo/pro" ty pe="text/j avascript" ></script> | |
| 35 | <scrip t src="nor th52_/java script/cod emirror" t ype="text/ javascript "></script > | |
| 36 | <scrip t src="nor th52_/java script/for mulaeditor " type="te xt/javascr ipt"></scr ipt> | |
| 37 | <scrip t src="nor th52_/java script/wij mo/spreadj s" type="t ext/javasc ript"></sc ript> | |
| 38 | ||
| 39 | ||
| 40 | <scrip t src="nor th52_/java script/sdk _jquery" t ype="text/ javascript " ></scrip t> | |
| 41 | <scrip t src="nor th52_/java script/edi tor/source entity" ty pe="text/j avascript" ></script > | |
| 42 | <scrip t src="nor th52_/java script/edi tor/source property" type="text /javascrip t" ></scri pt> | |
| 43 | <scrip t src="nor th52_/java script/edi tor/target entity" ty pe="text/j avascript" ></script > | |
| 44 | <scrip t src="nor th52_/java script/edi tor/target property" type="text /javascrip t" ></scri pt> | |
| 45 | <scrip t src="nor th52_/java script/edi tor/source relationsh ip" type=" text/javas cript" ></ script> | |
| 46 | <scrip t src="nor th52_/java script/edi tor/deploy mentsoluti on" type=" text/javas cript" ></ script> | |
| 47 | <scrip t src="nor th52_/java script/edi tor/client sidepayloa dtab" type ="text/jav ascript" > </script> | |
| 48 | <scrip t type="te xt/javascr ipt" src=" north52_/j avascript/ north52.fo rmula.load alpha"></s cript> | |
| 49 | <scrip t type="te xt/javascr ipt" src=" north52_/j avascript/ formulates t"></scrip t> | |
| 50 | <scrip t type="te xt/javascr ipt" src=" north52_/j avascript/ north52.fo rmula.help er"></scri pt> | |
| 51 | ||
| 52 | <link href="nort h52_/css/w ijmo/sprea djs" rel=" stylesheet " type="te xt/css"> | |
| 53 | <link href="nort h52_/css/w ijmo/core" rel="styl esheet" ty pe="text/c ss"> | |
| 54 | <link href="nort h52_/css/w ijmo/arist o" rel="st ylesheet" type="text /css"> | |
| 55 | <link href="nort h52_/css/f ormulaedit or" rel="s tylesheet" type="tex t/css"> | |
| 56 | <link href="nort h52_/css/c odemirror" rel="styl esheet" ty pe="text/c ss"> | |
| 57 | <scrip t src="nor th52_/java script/cro nexpressio n" type="t ext/javasc ript"></sc ript> | |
| 58 | ||
| 59 | <scrip t id="scri ptInit" ty pe="text/j avascript" > | |
| 60 | ||
| 61 | $( document). ready(func tion () { | |
| 62 | ||
| 63 | ||
| 64 | North52. FormulaEdi tor.InitEn try(); | |
| 65 | ||
| 66 | }) ; | |
| 67 | ||
| 68 | </scri pt> | |
| 69 | ||
| 70 | <title ></title> | |
| 71 | ||
| 72 | <div id ="overlay" > | |
| 73 | <div id="text" >Processin g...</div> | |
| 74 | </div> | |
| 75 | ||
| 76 | <div cl ass="N52co ntainer" i d="n52Cont ainer"> | |
| 77 | <d iv id="spl itter"> | |
| 78 | <div id= "panel1alp ha"> | |
| 79 | <!-- -Panel1--- > | |
| 80 | <div id="tabsa lpha"> | |
| 81 | <ul> | |
| 82 | <li><a cl ass="ui-li nk" href=" #tabs-regi ster">Regi ster</a></ li> | |
| 83 | <li><a class="ui -link" hre f="#tabs-f unctions"> Functions< /a></li> | |
| 84 | <li><a class="ui -link" hre f="#tabs-s ource">Sou rce</a></l i> | |
| 85 | <li><a class="ui -link" hre f="#tabs-e xplore">Ex plore</a>< /li> | |
| 86 | <li><a class="ui -link" hre f="#tabs-f etchxml">F etch-Xml</ a></li> | |
| 87 | </ul> | |
| 88 | ||
| 89 | <div id="tabs-r egister"> | |
| 90 | ||
| 91 | <div i d="targetC ontainerRe gister" cl ass="targe t-Containe r-Register " style=" height: 98 %; overflo w: auto"> | |
| 92 | ||
| 93 | <div id= "accordion "> | |
| 94 | ||
| 95 | ||
| 96 | ||
| 97 | <h5 id="accor dionFormul aSettings" style="ba ckground: none; bord er: none; outline:0; box-shado w: none;"> | |
| 98 | <a href= "#">Formul a Settings </a> | |
| 99 | </h 5> | |
| 100 | ||
| 101 | <d iv> | |
| 102 | ||
| 103 | <div i d="control GroupFormu laName" cl ass="contr ol-group"> | |
| 104 | <lab el class=" control-la bel requir ed" for="f ormulaName ">Name</la bel> | |
| 105 | <div cl ass="contr ols"> | |
| 106 | <input i d="formula Name" name ="formulaN ame" type= "text" cla ss="contro ls-input" > | |
| 107 | </div> | |
| 108 | </div> | |
| 109 | ||
| 110 | ||
| 111 | <div id= "controlGr oupFormula Type" clas s="control -group"> | |
| 112 | <label class="co ntrol-labe l required " for="for mulaType1" >Formula T ype</label > | |
| 113 | <div c lass="cont rols"> | |
| 114 | <sel ect id="fo rmulaType" class="c ontrols-in put-select " onchange ="North52. FormulaEdi tor.Regist erFormulaT ype(false, this.valu e)"> | |
| 115 | <o ption valu e="2178900 21">Action </option> | |
| 116 | <o ption valu e="2178900 05">Auto N umber</opt ion> | |
| 117 | <o ption valu e="2178900 00">Calcul ated Field </option> | |
| 118 | <o ption valu e="2178900 14">Client Side - Cal culation</ option> | |
| 119 | <o ption valu e="2178900 15">Client Side - Per form Actio n</option> | |
| 120 | <o ption valu e="2178900 17">Comman d Console< /option> | |
| 121 | <o ption valu e="2178900 18">N:N As sociate</o ption> | |
| 122 | <o ption valu e="2178900 19">N:N Di sassociate </option> | |
| 123 | <o ption valu e="2178900 16">Proces s Genie</o ption> | |
| 124 | <o ption valu e="2178900 13" select ed>Save - Perform Ac tion</opti on> | |
| 125 | <o ption valu e="2178900 03">Save - To Curren t Record</ option> | |
| 126 | <o ption valu e="2178900 01">Save - To Parent </option> | |
| 127 | <o ption valu e="2178900 04">Valida tion</opti on> | |
| 128 | ||
| 129 | </se lect> | |
| 130 | </div> | |
| 131 | </div> | |
| 132 | ||
| 133 | ||
| 134 | <div id= "controlGr oupFormula Mode" clas s="control -group"> | |
| 135 | <label class="co ntrol-labe l required " for="for mulaMode"> Mode</labe l> | |
| 136 | <div c lass="cont rols"> | |
| 137 | <sel ect id="fo rmulaMode" class="c ontrols-in put-select " onchange ="North52. FormulaEdi tor.Regist erModeChan ge()"> | |
| 138 | <o ption valu e="2178900 01">Client Side</opt ion> | |
| 139 | <o ption valu e="2178900 02">Server Side</opt ion> | |
| 140 | <o ption valu e="2178900 00">Client Side & ; Server S ide</optio n> | |
| 141 | </se lect> | |
| 142 | </div> | |
| 143 | </div> | |
| 144 | ||
| 145 | ||
| 146 | <div id= "controlGr oupFormula Event" cla ss="contro l-group"> | |
| 147 | <label class="co ntrol-labe l required " for="for mulaEvent" >Event</la bel> | |
| 148 | <div c lass="cont rols"> | |
| 149 | <sel ect id="fo rmulaEvent " class="c ontrols-in put-select "> | |
| 150 | <o ption valu e="2178900 00">Create </option> | |
| 151 | <o ption valu e="2178900 05">Create & Del ete</optio n> | |
| 152 | <o ption valu e="2178900 02">Create & Upd ate</optio n> | |
| 153 | <o ption valu e="2178900 04">Create , Update & amp; Delet e</option> | |
| 154 | <o ption valu e="2178900 03">Delete </option> | |
| 155 | <o ption valu e="2178900 01">Update </option> | |
| 156 | <o ption valu e="2178900 06">Update & Del ete</optio n> | |
| 157 | </se lect> | |
| 158 | </div> | |
| 159 | </div> | |
| 160 | ||
| 161 | <div id ="controlG roupFormul aActionEve nt" class= "control-g roup"> | |
| 162 | <label class="co ntrol-labe l required " for="for mulaAction Event">Act ion Event< /label> | |
| 163 | <div c lass="cont rols"> | |
| 164 | <sel ect id="fo rmulaActio nEvent" cl ass="contr ols-input- select"> | |
| 165 | </se lect> | |
| 166 | </div> | |
| 167 | </div> | |
| 168 | ||
| 169 | <div id= "controlGr oupFormula AutoNumber " class="c ontrol-gro up"> | |
| 170 | <label class="co ntrol-labe l required " for="for mulaAutoNu mber">Auto No. Value </label> | |
| 171 | <div c lass="cont rols"> | |
| 172 | <inp ut id="for mulaAutoNu mber" name ="formulaA utoNumber" type="tex t" class=" controls-i nput" onke ypress='re turn event .charCode >= 48 && e vent.charC ode <= 57' onchange= "North52.F ormulaEdit or.Registe rFieldSync AutoNumber ()" > | |
| 173 | ||
| 174 | </div> | |
| 175 | </div> | |
| 176 | ||
| 177 | ||
| 178 | <div id= "controlGr oupFormula DisplayFor mat" class ="control- group"> | |
| 179 | <label class="co ntrol-labe l required " for="for mulaDispla yFormat">D isplay For mat</label > | |
| 180 | <div c lass="cont rols"> | |
| 181 | <sel ect id="fo rmulaDispl ayFormat" class="con trols-inpu t-select" onchange= "North52.F ormulaEdit or.Registe rFieldSync DisplayFor mat()"> | |
| 182 | <o ption valu e="2178900 06">Boolea n</option> | |
| 183 | <o ption valu e="2178900 02">Curren cy</option > | |
| 184 | <o ption valu e="2178900 04">Date</ option> | |
| 185 | <o ption valu e="2178900 01">Date & amp; Time< /option> | |
| 186 | <o ption valu e="2178900 03">Decima l</option> | |
| 187 | <o ption valu e="2178900 00">String </option> | |
| 188 | <o ption valu e="2178900 05">Intege r</option> | |
| 189 | </se lect> | |
| 190 | </div> | |
| 191 | </div> | |
| 192 | ||
| 193 | </di v> | |
| 194 | ||
| 195 | ||
| 196 | ||
| 197 | <h5 id="accor dionTestSe ttings" st yle="backg round: non e; border: none; out line:0; bo x-shadow: none;"> | |
| 198 | <a href= "#">Test S ettings</a > | |
| 199 | </h 5> | |
| 200 | ||
| 201 | <d iv> | |
| 202 | ||
| 203 | <div i d="control GroupTestP lanName" c lass="cont rol-group" > | |
| 204 | <lab el class=" control-la bel requir ed" for="t estPlanNam e">Test Pl an Name</l abel> | |
| 205 | <div cl ass="contr ols"> | |
| 206 | <input i d="testPla nName" nam e="testPla nName" typ e="text" c lass="cont rols-input " > | |
| 207 | </div> | |
| 208 | </div> | |
| 209 | ||
| 210 | <d iv id="con trolGroupT estSuiteNa me" class= "control-g roup"> | |
| 211 | <lab el class=" control-la bel requir ed" for="t estSuiteNa me">Test S uite Name< /label> | |
| 212 | <div cl ass="contr ols"> | |
| 213 | <input i d="testSui teName" na me="testSu iteName" t ype="text" class="co ntrols-inp ut" > | |
| 214 | </div> | |
| 215 | </div> | |
| 216 | ||
| 217 | <d iv id="con trolGroupT estCaseNam e" class=" control-gr oup"> | |
| 218 | <lab el class=" control-la bel requir ed" for="t estCaseNam e">Test Ca se Name</l abel> | |
| 219 | <div cl ass="contr ols"> | |
| 220 | <input i d="testCas eName" nam e="testCas eName" typ e="text" c lass="cont rols-input " > | |
| 221 | </div> | |
| 222 | </div> | |
| 223 | ||
| 224 | ||
| 225 | <div id= "controlGr oupSyncAyn c" class=" control-gr oup"> | |
| 226 | <label class="co ntrol-labe l" for="Sy ncAync">Sy nc or Asyn c</label> | |
| 227 | <div c lass="cont rols"> | |
| 228 | <sel ect id="Sy ncAync" c lass="cont rols-input -select"> | |
| 229 | <o ption valu e="2178900 00">Sync</ option> | |
| 230 | <o ption valu e="2178900 01">Async< /option> | |
| 231 | </se lect> | |
| 232 | </div> | |
| 233 | </div> | |
| 234 | ||
| 235 | ||
| 236 | <div id ="controlG roupAsyncW aitPeriod" class="co ntrol-grou p"> | |
| 237 | <label class="co ntrol-labe l" for="as yncWaitPer iod">Async Wait Peri od</label> | |
| 238 | <di v class="c ontrols"> | |
| 239 | <input id= "asyncWait Period" na me="asyncW aitPeriod" type="tex t" class=" controls-i nput" > | |
| 240 | </di v> | |
| 241 | </div> | |
| 242 | ||
| 243 | <div id= "controlGr oupSolutio nUndertest MinVersion " class="c ontrol-gro up"> | |
| 244 | <label class="co ntrol-labe l" for="so lutionUnde rtestMinVe rsion">Sol ution Unde r Test Min Version</ label> | |
| 245 | <di v class="c ontrols"> | |
| 246 | <input id= "solutionU ndertestMi nVersion" name="solu tionUndert estMinVers ion" type= "text" cla ss="contro ls-input" > | |
| 247 | </di v> | |
| 248 | </div> | |
| 249 | ||
| 250 | <div id= "controlGr oupSystemU ndertestMi nVersion" class="con trol-group "> | |
| 251 | <label class="co ntrol-labe l" for="sy stemUndert estMinVers ion">Syste m Under Te st Min Ver sion</labe l> | |
| 252 | <di v class="c ontrols"> | |
| 253 | <input id= "systemUnd ertestMinV ersion" na me="system UndertestM inVersion" type="tex t" class=" controls-i nput" > | |
| 254 | </di v> | |
| 255 | </div> | |
| 256 | ||
| 257 | ||
| 258 | </di v> | |
| 259 | ||
| 260 | ||
| 261 | ||
| 262 | <h 5 id="acco rdionSourc eAndTarget " style="b ackground: none; bor der: none; outline:0 ; box-shad ow: none;" > | |
| 263 | <a href= "#">Source & Tar get</a> | |
| 264 | < /h5> | |
| 265 | ||
| 266 | < div> | |
| 267 | ||
| 268 | <div id= "controlGr oupFormula SourceEnti ty" class= "control-g roup"> | |
| 269 | <label class="co ntrol-labe l required " for="for mulaSource Entity">So urce Entit y</label> | |
| 270 | <div i d="loading -sourceent ity" class ="controls "> <img st yle="float : left;" i d='loading -image-sou rceentity' alt="Load ing" src=" north52_im age_progre ss"> </div > | |
| 271 | ||
| 272 | <div i d="main-so urceentity "> | |
| 273 | <se lect class ="controls -input-sel ect" id=" sourceenti ty" onchan ge="North5 2.SourceEn tity.DropD ownChanged (this.valu e,this[thi s.selected Index].tex t)"></sele ct> </div> | |
| 274 | </div> | |
| 275 | ||
| 276 | ||
| 277 | <div id= "controlGr oupFormula SourceProp erty" clas s="control -group"> | |
| 278 | <label class="co ntrol-labe l required " for="for mulaSource Property"> Source Pro perty</lab el> | |
| 279 | <div i d="loading -sourcepro perty" cla ss="contro ls"> <img style="flo at: left;" id='loadi ng-image-s ourceprope rty' alt=" Loading" s rc="north5 2_image_pr ogress"> < /div> | |
| 280 | <div id="m ain-source property"> <select cl ass="contr ols-input- select" id ="metadata property" onchange=" North52.Me tadataProp erty.DropD ownChanged (this.valu e)" multi ple="" siz e="10" nam e="metadat aproperty" req="2" h eight="10" ></select> </div> | |
| 281 | </div> | |
| 282 | ||
| 283 | ||
| 284 | <div id= "controlGr oupFormula SourceRela tionship" class="con trol-group "> | |
| 285 | <label class="co ntrol-labe l required " for="for mulaSource Relationsh ip">Relati onship</la bel> | |
| 286 | <div c lass="cont rols"> | |
| 287 | <div id= "loading-s ourcerelat ionship">< img id='lo ading-imag e-sourcere lationship ' alt="Loa ding" src= "north52_i mage_progr ess"> </di v> | |
| 288 | <div id= "Div1"><se lect class ="controls -input-sel ect" id="s ourcerelat ionship" o nchange="N orth52.Sou rceRelatio nship.Drop DownChange d(this.val ue,true)"> </select> </div> | |
| 289 | ||
| 290 | </div> | |
| 291 | </div> | |
| 292 | ||
| 293 | ||
| 294 | <div id= "controlGr oupFormula TargetEnti ty" class= "control-g roup"> | |
| 295 | <label class="co ntrol-labe l required " for="for mulaTarget Entity">Ta rget Entit y</label> | |
| 296 | <div c lass="cont rols"> | |
| 297 | <div id="loadi ng-targete ntity"><im g id='load ing-image- targetenti ty' alt="L oading" sr c="north52 _image_pro gress"> </ div> | |
| 298 | <div id="m ain"><sele ct class=" controls-i nput-selec t" id="tar getentity" onchange= "North52.T argetEntit y.DropDown Changed(th is.value)" ></select> </div> | |
| 299 | </div> | |
| 300 | </div> | |
| 301 | ||
| 302 | ||
| 303 | <div id= "controlGr oupFormula TargetProp erty" clas s="control -group"> | |
| 304 | <label class="co ntrol-labe l required " for="for mulaTarget Property"> Target Pro perty</lab el> | |
| 305 | <div c lass="cont rols"> | |
| 306 | <div id= "loading-t argetprope rty"><img id='loadin g-image-ta rgetproper ty' alt="L oading" sr c="north52 _image_pro gress"> </ div> | |
| 307 | <div id= "main"><se lect class ="controls -input-sel ect" id="t argetprope rty" oncha nge="North 52.TargetP roperty.Dr opDownChan ged(this.v alue)"></s elect> </d iv> | |
| 308 | </div> | |
| 309 | </div> | |
| 310 | < /div> | |
| 311 | ||
| 312 | <h5 id ="accordio nDeploymen tSettings" style="ba ckground: none; bord er: none; outline:0; box-shado w: none;"> | |
| 313 | <a href= "#">Deploy ment Setti ngs</a> | |
| 314 | </ h5> | |
| 315 | ||
| 316 | ||
| 317 | <div> | |
| 318 | ||
| 319 | <div id="contr olGroupFor mulaExecut ionProcess " class="c ontrol-gro up"> | |
| 320 | <label class="co ntrol-labe l required " for="for mulaType1" >Execution Process</ label> | |
| 321 | <div c lass="cont rols"> | |
| 322 | <sel ect id="fo rmulaExecu tionProces s" class= "controls- input-sele ct" oncha nge="North 52.Formula Editor.Reg isterExecu tionProces sChange()" > | |
| 323 | <o ption valu e="2178900 00" select ed>Dynamic s Sandbox< /option> | |
| 324 | <o ption valu e="2178900 01">Azure Process Ge nie - Sync (Http Tri gger)</opt ion> | |
| 325 | <o ption valu e="2178900 02">Azure Process Ge nie - Asyn c (Service Bus Trigg er)</optio n> | |
| 326 | <o ption valu e="2178900 03">Azure Process Ge nie - Time r</option> | |
| 327 | </se lect> | |
| 328 | </div> | |
| 329 | </div> | |
| 330 | ||
| 331 | <div id= "controlGr oupCronExp ression" c lass="cont rol-group" > | |
| 332 | <label class="co ntrol-labe l required " for="con trolGroupC ronExpress ion">Cron Expression </label> | |
| 333 | <div c lass="cont rols"> | |
| 334 | <inp ut id="cro nExpressio n" class=" form-contr ol" /> | |
| 335 | </div> | |
| 336 | </div> | |
| 337 | ||
| 338 | ||
| 339 | <div id= "controlGr oupPipelin eStage" cl ass="contr ol-group"> | |
| 340 | <label class="co ntrol-labe l required " for="for mulaType1" >Pipeline Stage</lab el> | |
| 341 | <div c lass="cont rols"> | |
| 342 | <sel ect id="fo rmulaPipel ineStage" class="co ntrols-inp ut-select" > | |
| 343 | <o ption valu e="2178900 00">Pre-Va lidation ( Synchronou s)</option > | |
| 344 | <o ption valu e="2178900 02" select ed>Pre-Ope ration (S ynchronous )</option> | |
| 345 | <o ption valu e="2178900 01">Post-O peration ( Synchronou s)</option > | |
| 346 | <o ption valu e="2178900 03">Post-O peration ( Asynchrono us)</optio n> | |
| 347 | </se lect> | |
| 348 | </div> | |
| 349 | </div> | |
| 350 | ||
| 351 | ||
| 352 | <div id ="controlG roupFormul aExecuteAs " class="c ontrol-gro up"> | |
| 353 | <label class="co ntrol-labe l required " for="for mulaType1" >Execute A s</label> | |
| 354 | <div c lass="cont rols"> | |
| 355 | <sel ect id="fo rmulaExecu teAs" cla ss="contro ls-input-s elect" > | |
| 356 | <o ption valu e="2178900 00" select ed>Calling User</opti on> | |
| 357 | <o ption valu e="2178900 01">System User (Adm inistrator )</option> | |
| 358 | <o ption valu e="2178900 02">Server to Server Authentic ation User (Azure On ly)</optio n> | |
| 359 | </se lect> | |
| 360 | </div> | |
| 361 | </div> | |
| 362 | ||
| 363 | ||
| 364 | <div id= "controlGr oupFormula TraceLevel " class="c ontrol-gro up"> | |
| 365 | <label class="co ntrol-labe l required " for="for mulaType1" >Trace Lev el</label> | |
| 366 | <div c lass="cont rols"> | |
| 367 | <sel ect id="fo rmulaTrace Level" cl ass="contr ols-input- select" > | |
| 368 | <o ption valu e="2178900 00" select ed>Off</op tion> | |
| 369 | <o ption valu e="2178900 01">Inform ation</opt ion> | |
| 370 | <o ption valu e="2178900 04">Inform ation (Sho w Exceptio n Details) </option> | |
| 371 | <o ption valu e="2178900 02">Error< /option> | |
| 372 | </se lect> | |
| 373 | </div> | |
| 374 | </div> | |
| 375 | ||
| 376 | ||
| 377 | <di v id="cont rolGroupFo rmulaDeplo ymentSolut ion" class ="control- group"> | |
| 378 | <label class="co ntrol-labe l required " for="for mulaDeploy ment">Solu tion Deplo yment</lab el> | |
| 379 | <div i d="loading -formulade ploymentso lution" cl ass="contr ols"> <img style="fl oat: left; " id='load ing-image- formuladep loymentsol ution' alt ="Loading" src="nort h52_image_ progress"> </div> | |
| 380 | <d iv id="mai n-formulad eployments olution"> | |
| 381 | <se lect class ="controls -input-sel ect" id=" formulaDep loymentSol ution" onc hange="Nor th52.Deplo ymentSolut ion.DropDo wnChanged( this.value )"></selec t> </div> | |
| 382 | </ div> | |
| 383 | ||
| 384 | </div> | |
| 385 | ||
| 386 | ||
| 387 | <h5 i d="accordi onAdvanced Settings" style="bac kground: n one; borde r: none; o utline:0; box-shadow : none;"> | |
| 388 | <a href= "#">Advanc ed Setting s</a> | |
| 389 | </ h5> | |
| 390 | ||
| 391 | <d iv> | |
| 392 | ||
| 393 | ||
| 394 | <d iv id="con trolGroupF ormulaCate gory" clas s="control -group"> | |
| 395 | <lab el class=" control-la bel" for=" formulaCat egory">Cat egory</lab el> | |
| 396 | <div cl ass="contr ols"> | |
| 397 | <input i d="formula Category" name="form ulaCategor y" type="t ext" class ="controls -input" > | |
| 398 | </div> | |
| 399 | </div> | |
| 400 | ||
| 401 | <div id="contr olGroupFor mulaSubCat egory" cla ss="contro l-group"> | |
| 402 | <lab el class=" control-la bel" for=" formulaSub Category"> Sub-Catego ry</label> | |
| 403 | <div cl ass="contr ols"> | |
| 404 | <input i d="formula SubCategor y" name="f ormulaSubC ategory" t ype="text" class="co ntrols-inp ut" > | |
| 405 | </div> | |
| 406 | </div> | |
| 407 | ||
| 408 | ||
| 409 | ||
| 410 | <div i d="control GroupFormu laExecutio nOrder" cl ass="contr ol-group"> | |
| 411 | <lab el class=" control-la bel" for=" formulaExe cutionOrde r">Executi on Order</ label> | |
| 412 | <div cl ass="contr ols"> | |
| 413 | <input i d="formula ExecutionO rder" name ="formulaE xecutionOr der" type= "text" cla ss="contro ls-input" > | |
| 414 | </div> | |
| 415 | </div> | |
| 416 | ||
| 417 | ||
| 418 | < div id="co ntrolGroup FormulaCli entSideSav eMode" cla ss="contro l-group"> | |
| 419 | <label class="co ntrol-labe l" for="fo rmulaSourc eProperty" >Client Si de Save Mo de</label> | |
| 420 | <div id="contr ols"> | |
| 421 | <sel ect class= "controls- input-sele ct" id="fo rmulaClien tSideSaveM ode" oncha nge="" m ultiple="" size="10" req="2" height="10 "> | |
| 422 | <opt ion value= "0" select ed>All - S ave Events </option> | |
| 423 | <opt ion value= "1">All - Save</opti on> | |
| 424 | <opt ion value= "2">All - Save And C lose</opti on> | |
| 425 | <opt ion value= "59">All - Save And New</optio n> | |
| 426 | <opt ion value= "70">All - Save Auto Save</opt ion> | |
| 427 | <opt ion value= "5">All - Deactivate </option> | |
| 428 | <opt ion value= "6">All - Reactivate </option> | |
| 429 | <opt ion value= "47">UserT eam - Assi gn</option > | |
| 430 | <opt ion value= "7">Email - Send</op tion> | |
| 431 | <opt ion value= "16">Lead - Qualify< /option> | |
| 432 | <opt ion value= "15">Lead - Disquali fy</option > | |
| 433 | <opt ion value= "58">Activ ities - Sa ve As Comp leted</opt ion> | |
| 434 | </se lect></div > | |
| 435 | </div> | |
| 436 | ||
| 437 | ||
| 438 | < div id="co ntrolGroup FormulaGet DataXml" c lass="cont rol-group" > | |
| 439 | <label class="co ntrol-labe l" for="fo rmulaGetDa taXml">Cli entSide Ch anged Data Generatio n</label> | |
| 440 | <div c lass="cont rols"> | |
| 441 | <sel ect id="fo rmulaGetDa taXml" cl ass="contr ols-input- select" > | |
| 442 | <o ption valu e="2178900 00">Micros oft</optio n> | |
| 443 | <o ption valu e="2178900 01" select ed>North52 </option> | |
| 444 | </se lect> | |
| 445 | </div> | |
| 446 | </div> | |
| 447 | ||
| 448 | ||
| 449 | <div id=" controlGro upFormulaC lientSideS yncAsync" class="con trol-group "> | |
| 450 | <label class="co ntrol-labe l" for="fo rmulaClien tSideSyncA sync">Clie ntSide Syn c Or Async .</label> | |
| 451 | <div c lass="cont rols"> | |
| 452 | <sel ect id="fo rmulaClien tSideSyncA sync" cla ss="contro ls-input-s elect" > | |
| 453 | <o ption valu e="2178900 00" select ed>Asynchr onous but Synchronou s for Save s</option> | |
| 454 | <o ption valu e="2178900 01">Synchr onous</opt ion> | |
| 455 | <o ption valu e="2178900 02">Asynch ronous</op tion> | |
| 456 | </se lect> | |
| 457 | </div> | |
| 458 | </div> | |
| 459 | ||
| 460 | <div id= "controlGr oupFormula ClientSide PreventDef aultAction " class="c ontrol-gro up"> | |
| 461 | <label class="co ntrol-labe l" for="fo rmulaClien tSidePreve ntDefaultA ction">Cli entSide Pr event Defa ult Action </label> | |
| 462 | <div c lass="cont rols"> | |
| 463 | <sel ect id="fo rmulaClien tSidePreve ntDefaultA ction" cl ass="contr ols-input- select" > | |
| 464 | <o ption valu e="2178900 00" select ed>Yes</op tion> | |
| 465 | <o ption valu e="2178900 01">No</op tion> | |
| 466 | </se lect> | |
| 467 | </div> | |
| 468 | </div> | |
| 469 | ||
| 470 | ||
| 471 | <d iv id="con trolGroupF ormulaClie ntSidePayL oad" class ="control- group"> | |
| 472 | <label class="co ntrol-labe l" for="fo rmulaClien tSidePayLo ad">Client Side Paylo ad Tab</la bel> | |
| 473 | <div i d="loading -formulacl ientsidepa yload" cla ss="contro ls"> <img style="flo at: left;" id='loadi ng-image-c lientsidep ayload' al t="Loading " src="nor th52_image _progress" > </div> | |
| 474 | <d iv id="mai n-formulac lientsidep ayload"> | |
| 475 | <selec t class="c ontrols-in put-select " id="for mulaClient SidePayLoa d" onchang e="North52 .ClientSid ePayLoadTa b.DropDown Changed(th is.value)" ></select> </div> | |
| 476 | </ div> | |
| 477 | ||
| 478 | ||
| 479 | </di v> | |
| 480 | ||
| 481 | ||
| 482 | </div> | |
| 483 | </div> | |
| 484 | ||
| 485 | </div> <!- --Tab---> | |
| 486 | ||
| 487 | <div id="tabs- functions" > | |
| 488 | ||
| 489 | <di v id="refr eshContain er-functio ns" class ="refresh- container" > | |
| 490 | <input i d="txtFind " class="c ontrols-in put" style ="border:1 px solid g ray; width : 90%;" ty pe="text" placeholde r="Search functions. .." /> | |
| 491 | <input i d="clearFu nction" st yle="paddi ng-left: 1 0px; paddi ng-right: 3px;" onc lick="Nort h52.Formul aEditor.Cl earFunctio ns();" ty pe="image" src="nort h52_/css/i mage_clear " > | |
| 492 | < /div> | |
| 493 | ||
| 494 | ||
| 495 | <d iv id="tar getContain er" style= "height: 9 3%; overfl ow: auto"> | |
| 496 | ||
| 497 | ||
| 498 | ||
| 499 | < ul id="tre efunctions "> | |
| 500 | <li clas s="folder" ><a class= "ui-link"> <span>Clie ntSide</sp an></a> | |
| 501 | <ul> | |
| 502 | ||
| 503 | ||
| 504 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Prov ides the a bility to add a cust om view to a lookup control. < br></br> < i> AddCus tomView('p referredsy stemuserid ', 'system user', 'On ly users i n Canada B U', GetFet chXML('Can adaUsers') , GetLayou tXML('Cana daUsers'), false)</i >">AddCust omView('co ntrolname' , 'entityl ogicalname ', 'nameof view', 'Fe tchXml', ' LayoutXml' , 'isDefau lt')</span ></a></li> | |
| 505 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Pres ents a pop -up alert to the use r. <br></b r> <i> A lert('Ente r any mess age here.' )</i>">Ale rt('messag e')</span> </a></li> | |
| 506 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Adds a pre fil ter lookup to the co ntrolid. < br></br> < i> AddPre FilterLook up('parent accountid' , 'ab5', ' fetchxml_f ragment', 'account') </i>">AddP reFilterLo okup('cont rolid', 'f ormulashor tcode', 'f ilter', 'e ntityfilte r')</span> </a></li> | |
| 507 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the activ e business process f or the cur rent recor d <br></br > <i> B PSetActive Process('O pportunity Sales Pro cess')</i> ">BPSetAct iveProcess ('processn ame')</spa n></a></li > | |
| 508 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the activ e business process s tage for t he current record <b r></br> <i > BPSet ActiveStag e('Opportu nity Sales Process', 'Develop' )</i>">BPS etActiveSt age('proce ssname', ' stagename' )</span></ a></li> | |
| 509 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Move s the busi ness proce ss to the next stage <br></br > <i> B PMoveNextS tage()</i> ">BPMoveNe xtStage()< /span></a> </li> | |
| 510 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Move s the busi ness proce ss to the previous s tage <br>< /br> <i> BPMovePr eviousNext Stage()</i >">BPMoveP reviousSta ge()</span ></a></li> | |
| 511 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Relo ads the br owser webp age. A tru e paramete r will per form a har d save bef ore reload otherwise false<br> </br> <i> BrowserRel oad('true' ) </i>">Br owserReloa d('boolean ')</span>< /a></li> | |
| 512 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ve a pre f ilter look up to the controlid. <br></br > <i> Re movePreFil terLookup( 'parentacc ountid')</ i>">Remove PreFilterL ookup('con trolid')</ span></a>< /li> | |
| 513 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Pres ents a pop -up alert to the use r and clea rs the lis ted fields . <br></br > <i> A lertClear( 'Enter any message h ere.', 'de scription' )</i>">Ale rtClear('m essage', ' fieldname' )</span></ a></li> | |
| 514 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Clea rs the con tents of a ny fields. <br></br> <i> Cl earFields( 'name', 'd escription ')</i>">Cl earFields( 'fieldname ')</span>< /a></li> | |
| 515 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Clea rs the for m notifica tion. <br> </br> <i> ClearForm Notificati on('unique ID') <br>< /br>Update d Entities for CRM 2 013 Only.< /i>">Clear FormNotifi cation('un iqueID')</ span></a>< /li> | |
| 516 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Clea rs the con trol notif ication. < br></br> < i> ClearC ontrolNoti fication(' fieldname' ) <br></br >Updated E ntities fo r CRM 2013 Only.</i> ">ClearCon trolNotifi cation('fi eldname')< /span></a> </li> | |
| 517 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Coll apses a ta b. <br></b r> <i> CollapseTa bs('tab1', 'tab2')</ i>">Collap seTabs('ta b')</span> </a></li> | |
| 518 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Disa bles one o r more fie lds on a f orm. <br> </br> <i> DisableF ields('nam e', 'descr iption') < br></br> DisableFie lds('*')</ i>">Disabl eFields('f ieldname') </span></a ></li> | |
| 519 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Enab les one or more fiel ds on a fo rm. <br></ br> <i> EnableFie lds('name' , 'descrip tion') <br ></br> En ableFields ('*')</i>" >EnableFie lds('field name')</sp an></a></l i> | |
| 520 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Expa nds a tab. <br></br> <i> Ex pandTabs(' tab1', 'ta b2')</i>"> ExpandTabs ('tab')</s pan></a></ li> | |
| 521 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Exec utes a dia log.<br></ br> <i> E xecuteDial og('Onboar d Client') </i>">Exec uteDialog( 'dialognam e')</span> </a></li> | |
| 522 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Exec utes a wor kflow. <br ></br> <i> Execut eWorkflow( 'Onboard P rospect', '873489c-9 92f-22db-8 454-080025 5c9a55')</ i>">Execut eWorkflow( 'workflown ame', 'rec ordguid')< /span></a> </li> | |
| 523 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Save s a form. <br></br> <i> For mSave()</i >">FormSav e()</span> </a></li> | |
| 524 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the curre nt form ID .<br></br> <i> Ge tFormId()< /i>">GetFo rmId()</sp an></a></l i> | |
| 525 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the curre nt form Cl ient State . <br></br > <i> G etFormClie ntState()< /i>">GetFo rmClientSt ate()</spa n></a></li > | |
| 526 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the curre nt form Fo rm Factor. <br></br> <i> Ge tFormFacto r()</i>">G etFormFact or()</span ></a></li> | |
| 527 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the curre nt form Ty pe. <br></ br> <i> GetFormTy pe()</i>"> GetFormTyp e()</span> </a></li> | |
| 528 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Hide s one or m ore fields on a form . <br></b r> <i> H ideFields( 'name', 'd escription ')</i>">Hi deFields(' fieldname' )</span></ a></li> | |
| 529 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Hide s one or m ore left h and naviga tion items . <br></br > Note: Yo u need to refer to t he nav ite m id of th e link, so use F12 d eveloper t ools in IE to get th is.<br></b r> <i> H ideLeftHan dNavItems( 'navcontac ts', 'navo rders')</i >">HideLef tHandNavIt ems('navna me')</span ></a></li> | |
| 530 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Hide s one or m ore sectio ns on a fo rm. <br>< /br> <i> HideSecti ons('gener al.notes', 'general. contact')< /i>">HideS ections('t abname.sec tionname') </span></a ></li> | |
| 531 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Hide s one or m ore tabs o n a form. <br></br> <i> Hid eTabs('gen eral', 'ad ministrati ve')</i>"> HideTabs(' tabname')< /span></a> </li> | |
| 532 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Exec utes multi ple client side acti ons. <br>< /br> <i> Multiple ClientSide (SetClient SideField( 'lastname' , 'Test'), DisableFi elds('firs tname', 'l astname'), ClearFiel ds('firstn ame'))</i> ">Multiple ClientSide ('action1' , 'action2 ')</span>< /a></li> | |
| 533 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Open s a new wi ndow given a url. <i > See onli ne example s</i>">Ope nWindow('u rl')</span ></a></li> | |
| 534 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Open s a new en tity form <br></br> e.g. Open a specific record <i >OpenEntit yForm('acc ount', '10 124ac3-0f6 f-40dd-be6 4-d8c0bc5d bfbd') </i ><br></br> e.g. Open a new acc ount recor d setting the name f ield <i> O penEntityF orm('accou nt', 'null ', SetAttr ibute('nam e', 'North 52')) </i> ">OpenEnti tyForm('na me', 'id', 'paramete rs')</span ></a></li> | |
| 535 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Open s a new qu ick create form <br> </br> e.g. Open a qu ick create account r ecord <i>O penQuickCr eate('acco unt') <br> </br> Open QuickCreat e('contact ', 'null', SetAttrib ute('lastn ame', 'Gat es')) </i >">OpenQui ckCreate(' name', 'fr omentity', 'paramete rs')</span ></a></li> | |
| 536 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Enab les a Quic k Button < br></br> < i> QuickBu ttonEnable () </i>">Q uickButton Enable('we bresource_ name')</sp an></a></l i> | |
| 537 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Disb ales a Qui ck Button. <br></br> <i> Quick ButtonDisa ble() </i> ">QuickBut tonDisable ('webresou rce_name') </span></a ></li> | |
| 538 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Refr esh the fo rm. Add tr ue to save any data otherwise false <br> </br> <i> Refresh Form('true ')</i>">Re freshForm( 'boolean') </span></a ></li> | |
| 539 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Refr esh a subg rid. <br>< /br> <i> RefreshS ubGrid('gr idname')</ i>">Refres hSubGrid(' gridname') </span></a ></li> | |
| 540 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Refr esh a web- resource. <br></br> <i> Ref reshWebRes ource('IFR AME_webpag e')</i>">R efreshWebR esource('w ebresource ')</span>< /a></li> | |
| 541 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Set a Tabs lab el propert y <br></br > <i> SetL abelTab('S ummary', ' Super Cool Alpha') < /i>">SetLa belTab('ta bname', 'v alue')</sp an></a></l i> | |
| 542 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Set a Sections label pro perty<br>< /br> <i> S etLabelSec tion('Summ ary.Inform ation', 'S uper Cool Beta') </i >">SetLabe lSection(' tabname.se ctionname' , 'value') </span></a ></li> | |
| 543 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sele cts a give n form. Th e input pa rameter is the index number of the list of forms, starting a t zero <br ></br> <i> Select Form('0')< /i>">Selec tForm('for mid')</spa n></a></li > | |
| 544 | <li class= "file"><a class="ui- link"><spa n class="h elpId" tit le="Select s a given form. The input para meter is t he form na me<br></br > <i> Select f orm b y n ame('Major Accounts') </i>">Sele ct f orm b y n ame('formn ame')</spa n></a></li > | |
| 545 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Set a field on the clien t side. < br></br> Shows how to set all field typ es except lookups <i >e.g. SetC lientSideF ield('last name', 'Ga tes'),</i> <br></br> Shows how to set lo okup field s e.g. <i> SetClient SideField( 'parentcus tomerid', 'account', '10124ac3 -0f6f-40dd -be64-d8c0 bc5dbfbd', 'Microsof t' )</i>"> SetClientS ideField(' fieldname' , 'fieldva lue')</spa n></a></li > | |
| 546 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Set a field to the data it has plu s some new data. <b r></br> <i > SetCli entSideFie ldAppend(' descriptio n', ' Hell o from Nor th52')</i> ">SetClien tSideField Append('fi eldname', 'datatoapp end')</spa n></a></li > | |
| 547 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets a control notificat ion. <br>< /br> <i> SetContro lNotificat ion('accou ntnumber', 'Please e nter an ac count numb er') <br>< /br>Update d Entities for CRM 2 013 Only.< /i>">SetCo ntrolNotif ication('f ieldname', 'message' )</span>< /a></li> | |
| 548 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Set a default view. <br ></br><i> SetDefault View('cust omerid', ' 630dd379c- ee2f-11db- 8314-08002 00c9a5')</ i>">SetDef aultView(' lookup', ' viewid')</ span></a>< /li> | |
| 549 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the form notificati on. <br></ br> The l evel param eters are ERROR, WAR NING, INFO . <br></b r><i> SetF ormNotific ation('Acc ount over due', 'WAR NING, '1') <br></br> Updated En tities for CRM 2013 Only.</i>" >SetFormNo tification ('message' , 'level', 'uniqueID ')</span>< /a></li> | |
| 550 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Set the focus on a field . <br></br > <i> S etFocus('d escription ')</i>">Se tFocus('fi eldname')< /span></a> </li> | |
| 551 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Set an iframe. <br></br > <i> Se tIFrame('I FRAME_web' , 'http:// www.micros oft.com')< /i>">SetIF rame('ifra mecontrol' , 'website address')< /span></a> </li> | |
| 552 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets one or mo re fields to be requ ired. <br ></br> <i> SetRequ iredFields ('name', ' descriptio n')</i>">S etRequired Fields('fi eldname')< /span></a> </li> | |
| 553 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets one or mo re fields to be not required. <br></br> <i> Set NotRequire dFields('n ame', 'des cription') </i>">SetN otRequired Fields('fi eldname')< /span></a> </li> | |
| 554 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the avail able pickl ist values . <br></br > Primaril y used to filter pic klist when they are dependent on another field.<br ></br> The first par ameter is the option set field name, the second is a boolean which if t rue will i nclude an empty opti on set val ue. <br>Fo r records with no sa ved option set value the first item in th e list wil l be the d efault if the empty parameter does not e xist. < br></br>Th en you can pass in a list of o ptionset v alues, onl y these wi ll display in the pi cklist. <b r></br> <i > SetPick listValues ('address1 _shippingm ethodcode' , 'true', 1,2,3)</i> ">SetPickl istValues( 'field', ' emptyvalue ', 'option setvalue', 'optionse tvalue')</ span></a>< /li> | |
| 555 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Show s one or m ore fields on a form . <br></b r> <i> S howFields( 'name', 'd escription ')</i>">Sh owFields(' fieldname' )</span></ a></li> | |
| 556 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Show s one or m ore left h and naviga tion items .<br></br> Note: You need to r efer to th e nav item id of the link, so use F12 de veloper to ols in IE to get thi s. <br></b r> <i> ShowLeftHa ndNavItems ('navconta cts', 'nav orders')</ i>">ShowLe ftHandNavI tems('navn ame')</spa n></a></li > | |
| 557 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Show s one or m ore sectio ns on a fo rm. <br></ br> <i> ShowSecti ons('gener al.notes', 'general. contact')< /i>">ShowS ections('t abname.sec tionname') </span></a ></li> | |
| 558 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Show s one or m ore tabs o n a form. <br></br> <i> Sho wTabs('gen eral', 'ad ministrati ve')</i>"> ShowTabs(' tabname')< /span></a> </li> | |
| 559 | </ul> | |
| 560 | </li> | |
| 561 | <li clas s="folder" ><a class= "ui-link"> <span>Conv ersion</sp an></a> | |
| 562 | <ul> | |
| 563 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a deci mal which is the con version of the 'stri ngvalue' f rom a stri ng to a de cimal. <br ></br> <i> CDecim al('4.0') Returns 4. 0</i>">CDe cimal('str ingvalue') </span></a ></li> | |
| 564 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns an int 32 which is the con version of the decim al 'value' . <br></br > <i> CD ecimalToIn t32(9.23) Returns 9< /i>">CDeci malToInt32 ('value')< /span></a> </li> | |
| 565 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a doub le which i s the conv ersion of the 'strin gvalue' fr om a strin g to a dou ble. <br>< /br> <i> CDouble( '4.0') Ret urns 4.0</ i>">CDoubl e('stringv alue')</sp an></a></l i> | |
| 566 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns an int 32 which is the con version of the float 'value'. <br></br> <i> CFlo atToInt32( 9.23) Retu rns 9</i>" >CFloatToI nt32('valu e')</span> </a></li> | |
| 567 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns an int 32 which is the con version of the 'stri ngvalue' f rom a stri ng to an i nt. <br></ br> <i> CInt32('4' ) Returns 4</i>">CIn t32('strin gvalue')</ span></a>< /li> | |
| 568 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns an int 64 which is the con version of the 'stri ngvalue' f rom a stri ng to an i nt. <br></ br> <i> CInt64('9' ) Returns 9</i>">CIn t64('strin gvalue')</ span></a>< /li> | |
| 569 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns an Opt ionSetValu e <br></br > <i> CO ptionSetVa lue('9')</ i>">COptio nSetValue( 'stringval ue')</span ></a></li> | |
| 570 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a stri ng represe ntation of any numbe r, decimal , currency or boolea n value. A n optional format ma y also be applied. G oogle 'MSD N ToString Formattin g' for fur ther detai ls. <br>< /br> <i> ToString( 99) Return s '99' <br ></br> To String(Loc alDate(), 'MMM-yyyy' ) Returns 'DEC-2011' </i>">ToSt ring('valu etoconvert ', 'format ')</span>< /a></li> | |
| 571 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a stri ng of XML from the N ode (i.e. an XML Ele ment) <i> See online examples< /i> ">CNod eToXml('no de')</span ></a></li> | |
| 572 | </ul> | |
| 573 | </li> | |
| 574 | <li clas s="folder" ><a class= "ui-link"> <span>Date </span></a > | |
| 575 | <ul> | |
| 576 | ||
| 577 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 578 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 579 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Addition * **</span>< /b></a></l i> | |
| 580 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a date which is calculated by adding the numbe r of days parameter (Offset) t o the give n (Input) date. <br> </br> <i> AddDays( '02/23/201 2', 4) Ret urns 02/27 /2012 (US Format)</i >">AddDays ('datetime ', 'number ofdays')</ span></a>< /li> | |
| 581 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a date which is calculated by adding the numbe r of hours parameter (Offset) to the giv en (Input) date. <br ></br> <i> AddHour s('02/23/2 012 00:00: 00', 4) Re turns 02/2 3/2012 04: 00:00 (US Format)</i >">AddHour s('datetim e', 'numbe rofhours') </span></a ></li> | |
| 582 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a date which is calculated by adding the numbe r of month s paramete r (Offset) to the gi ven (Input ) date. <b r></br> <i > AddMon ths('04/15 /2012', 3) Returns 0 7/15/2012 (US Format )</i>">Add Months('da tetime', ' numberofmo nths')</sp an></a></l i> | |
| 583 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a date which is calculated by adding the numbe r of minut es paramet er (Offset ) to the g iven(Input ) date. < br></br> < i> AddMi nutes('04/ 15/2012', 10) Return s 04/15/20 12 : 12:10 :00 (US Fo rmat)</i>" >AddMinute s('datetim e', 'numbe rofminutes ')</span>< /a></li> | |
| 584 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a date which is calculated by adding the numbe r of secon ds paramet er (Offset ) to the g iven (Inpu t) date. < br></br> < i> AddSe conds('04/ 15/2012', 30) Return s 07/15/20 12 : 12:00 :30 (US Fo rmat)</i>" >AddSecond s('datetim e', 'numbe rofseconds ')</span>< /a></li> | |
| 585 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a date which is calculated by adding the numbe r of years parameter (Offset) to the giv en (Input) date. <br ></br> <i> AddYear s('08/13/2 012', 2) R eturns 08/ 13/2014 (U S Format)< /i>">AddYe ars('datet ime', 'num berofyears ')</span>< /a></li> | |
| 586 | ||
| 587 | ||
| 588 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 589 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 590 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Max \ Min ***</span> </b></a></ li> | |
| 591 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ma ximum date from a se t of dates . <br></b r> <i> Max OfDates('2 015-01-01' , '2015-02 -02', '201 5-03-03') Returns '2 015-03-03' </i>">MaxO fDates('da te1', 'dat e2', 'date 3')</span> </a></li> | |
| 592 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the mi nimum date from a se t of dates . <br></b r> <i> Min OfDates('2 015-01-01' , '2015-02 -02', '201 5-03-03') Returns '2 015-01-01' </i>">MinO fDates('da te1', 'dat e2', 'date 3')</span> </a></li> | |
| 593 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ma ximum date from of a set of da tes given an anchor and operat or. <br>< /br> <i> M axOfDatesW ithAnchor( UtcDate(), '>=', '20 15-01-01', '2015-02- 02', '2015 -03-03') R eturns '20 15-03-03'< /i>">MaxOf DatesWithA nchor('anc hordate', 'operator' , 'date1', 'date2', 'date3')</ span></a>< /li> | |
| 594 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the mi nimum date from of a set of da tes given an anchor and operat or. <br>< /br> <i> M inOfDatesW ithAnchor( UtcDate(), '>' ,'201 5-01-01', '2015-02-0 2', '2015- 03-03') Re turns '201 5-01-01'</ i>">MinOfD atesWithAn chor('anch ordate', ' operator', 'date1', 'date2', ' date3')</s pan></a></ li> | |
| 595 | ||
| 596 | ||
| 597 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 598 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 599 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Get ***</s pan></b></ a></li> | |
| 600 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the da te only pa rt of a da tetime. < br></br><i > GetDateO nly('01/18 /2012 16:3 4:54') Ret urns '01/1 8/2012' (U S Format)< /i>">GetDa teOnly('da tetime')</ span></a>< /li> | |
| 601 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the da y part of a datetime . <br></ br><i> Get Day('01/18 /2012') Re turns 18 ( US Format) </i>">GetD ay('dateti me')</span ></a></li> | |
| 602 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the da y name for the given datetime. <br></b r><i> GetD ayOfWeekNa me('01/01/ 2015') Ret urns Thurs day</i>">G etDayOfWee kName('dat etime')</s pan></a></ li> | |
| 603 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the da y number f or the giv en datetim e. <br>< /br><i> Ge tDayOfWeek Number('01 /01/2015') Returns 4 </i>">Get DayOfWeekN umber('dat etime')</s pan></a></ li> | |
| 604 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the nu mber of da ys in the given mont h. <br></b r> <i> GetDaysInM onth('01/0 1/2012') Returns 31 </i>">GetD aysInMonth ('datetime ')</span>< /a></li> | |
| 605 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the fi rst day of the month given a d ate. Optio nal parame ter (Offse t) to add a number o f months t o input da te. <br></ br> <i> GetFirstD ayOfMonth( '01/01/201 2', 3) Re turns 04/0 1/2012</i> ">GetFirst DayOfMonth ('datetime ', 'addmon ths')</spa n></a></li > | |
| 606 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the la st day of the month given a da te. Option al paramet er (Offset ) to add a number of months to input dat e. <br></b r> <i> GetLastDay OfMonth('0 1/01/2012' , 2) Retu rns 03/31/ 2012</i>"> GetLastDay OfMonth('d atetime', 'addmonths ')</span>< /a></li> | |
| 607 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the fi rst day of the week given a da te. <br>< /br> <i> GetFirst DayOfWeek( '09/09/201 5') Retur ns 06/09/2 015</i>">G etFirstDay OfWeek('da tetime')</ span></a>< /li> | |
| 608 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the mo nth part o f a dateti me. <br> </br> <i> GetMonth(' 01/18/2012 ') Returns 1 (US For mat)</i></ i>">GetMon th('dateti me')</span ></a></li> | |
| 609 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ye ar part of a datetim e. <br></ br> <i> G etYear('01 /18/2012') Returns 2 012 (US Fo rmat</i>"> GetYear('d atetime')< /span></a> </li> | |
| 610 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the we ek number for the sp ecified da te. The we ek number will be as defined b y the ISO 8601 stand ard. <br> </br> <i> GetWeek(' 01/18/2012 ') Returns 3 (US For mat)</i>"> GetWeek('d atetime')< /span></a> </li> | |
| 611 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the el apsed week number fo r the spec ified date . <br></br >The week number wil l be as de fined as a simple di vision of 7 over the number of days sinc e Jan 01. <br></br> <i> Get WeekElapse d('12/31/2 012') Retu rns 52 (US Format)</ i>">GetWee kElapsed(' datetime') </span></a ></li> | |
| 612 | ||
| 613 | ||
| 614 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 615 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 616 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Business f unctions * **</span>< /b></a></l i> | |
| 617 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the nu mber of wo rking days between t wo dates. <br></br>U ses a Mond ay - Frida y work wee k by defau lt and the records d efined in the busine ss close c alendar wi thin CRM. <br></br> <i> Di ffWorkingD ays('12/18 /2012', '1 2/21/2012' ) Returns 3</i>">Di ffWorkingD ays('start date', 'en ddate')</s pan></a></ li> | |
| 618 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f the pass ed date is a working day. <br> </br>Uses a Monday - Friday wo rk week by default a nd the rec ords defin ed in the business c lose calen dar within CRM. <br ></br> <i> IsWork ingDay('06 /04/2012') Returns true</i>"> IsWorkingD ay('dateto check')</s pan></a></ li> | |
| 619 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ne xt working day given a date to start fro m. <br></b r>Uses a M onday - Fr iday work week by de fault and the record s defined in the bus iness clos e calendar within CR M. <br></ br> <i> GetNextWo rkingDay(' 12/20/2012 ') Return s 12/21/20 12 (US For mat)</i>"> GetNextWor kingDay('s tartdate') </span></a ></li> | |
| 620 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the wo rking time between t wo dates. So you cou ld calcula te the num ber of bus iness hour s between two dates. <br></br> Uses a Mon day - Frid ay work we ek by defa ult and th e records defined in the busin ess close calendar w ithin CRM. <br></br> <i> Ge tDifferenc eWorkingTi me('12/20/ 2012 10:00 :00', '12/ 20/2012 13 :00:00', t rue, '9:00 ', '19:00' , 'h') Re turns 10 (US Format )</i>">Get Difference WorkingTim e('startda te', 'endd ate' 'useb usinesscal endar', 'd aystarttim e', 'dayen dtime', 'i nterval')< /span></a> </li> | |
| 621 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ne xt working time give n a date t o start fr om and a n umber of m inutes to increment by. <br></ br>Uses a Monday - F riday work week by d efault and the recor ds defined in the bu siness clo se calenda r within C RM. <br></ br> <i> GetNextWo rkingTime( '12/20/201 2 16:00:00 ', true, ' 9:30', '17 :00', 90) Returns 1 2/21/2012 10:00:00 (US Format )</i>">Get NextWorkin gTime('sta rtdate', ' usebusines scalendar' , 'daystar ttime', 'd ayendtime' , 'numbero fmins')</s pan></a></ li> | |
| 622 | ||
| 623 | ||
| 624 | ||
| 625 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 626 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 627 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** TimeRange ***</span> </b></a></ li> | |
| 628 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the re lationship between t wo time ra nges. <br> </br> <i> See sam ples</i>"> TimeRangeG etRelation ('rangeone start', 'r angeoneend ', 'ranget wostart', 'rangetwoe nd')</span ></a></li> | |
| 629 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the In tersection between t wo time ra nges. <br> </br> <i> See sam ples</i>"> TimeRangeG etIntersec tion('rang eonestart' , 'rangeon eend', 'ra ngetwostar t', 'range twoend')</ span></a>< /li> | |
| 630 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Is SamePeriod between t wo time ra nges. <br> </br> <i> See sam ples</i>"> TimeRangeI sSamePerio dCheck('ra ngeonestar t', 'range oneend', ' rangetwost art', 'ran getwoend') </span></a ></li> | |
| 631 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Ha sInside be tween two time range s. <br></b r> <i> See sample s</i>">Tim eRangeHasI nsideCheck ('rangeone start', 'r angeoneend ', 'ranget wostart', 'rangetwoe nd')</span ></a></li> | |
| 632 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Ov erlapsWith between t wo time ra nges. <br> </br> <i> See sam ples</i>"> TimeRangeO verlapsWit hCheck('ra ngeonestar t', 'range oneend', ' rangetwost art', 'ran getwoend') </span></a ></li> | |
| 633 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the In tersectsWi th between two time ranges. <b r></br> <i > See s amples</i> ">TimeRang eIntersect sWithCheck ('rangeone start', 'r angeoneend ', 'ranget wostart', 'rangetwoe nd')</span ></a></li> | |
| 634 | ||
| 635 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 636 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 637 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** TimePeriod s Aggregra te ***</sp an></b></a ></li> | |
| 638 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the re lationship between t wo time ra nges. <br> </br> <i> See sam ples</i>"> TimePeriod sFindGaps( 'entitycol lection', 'startdate _fieldname ', 'enddat e_fieldnam e', 'input range_star tdate', 'i nputrange_ enddate')< /span></a> </li> | |
| 639 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Ove rLapPeriod s records based on t he two dat e fields s upplied. < br></br> < i> See samples</i >">TimePer iodsFindGr oupOverLap Periods('e ntitycolle ction', 's tartdate_f ieldname', 'enddate_ fieldname' , 'inputra nge_startd ate', 'inp utrange_en ddate')</s pan></a></ li> | |
| 640 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Int ersectionP eriods rec ords based on the tw o date fie lds suppli ed. <br></ br> <i> See sampl es</i>">Ti mePeriodsF indGroupIn tersection Periods('e ntitycolle ction', 's tartdate_f ieldname', 'enddate_ fieldname' , 'inputra nge_startd ate', 'inp utrange_en ddate')</s pan></a></ li> | |
| 641 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Ins idePeriods records b ased on th e two date fields su pplied. <b r></br> <i > See s amples</i> ">TimePeri odsFindGro upInsidePe riods('ent itycollect ion', 'sta rtdate_fie ldname', ' enddate_fi eldname', 'inputrang e_startdat e', 'input range_endd ate')</spa n></a></li > | |
| 642 | ||
| 643 | ||
| 644 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 645 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 646 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** TimePeriod s Individu al ***</sp an></b></a ></li> | |
| 647 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Aft erPeriods records ba sed on the two date fields sup plied. <br ></br> <i> See sa mples</i>" >TimePerio dsFindAfte rPeriods(' entitycoll ection', ' startdate_ fieldname' , 'enddate _fieldname ', 'inputr ange_start date', 'in putrange_e nddate')</ span></a>< /li> | |
| 648 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Bef orePeriods records b ased on th e two date fields su pplied. <b r></br> <i > See s amples</i> ">TimePeri odsFindBef orePeriods ('entityco llection', 'startdat e_fieldnam e', 'endda te_fieldna me', 'inpu trange_sta rtdate', ' inputrange _enddate') </span></a ></li> | |
| 649 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Enc losingPeri ods record s based on the two d ate fields supplied. <br></br> <i> Se e samples< /i>">TimeP eriodsFind EnclosingP eriods('en titycollec tion', 'st artdate_fi eldname', 'enddate_f ieldname', 'inputran ge_startda te', 'inpu trange_end date')</sp an></a></l i> | |
| 650 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Enc losingEndT ouchingPer iods recor ds based o n the two date field s supplied . <br></br > <i> S ee samples </i>">Time PeriodsFin dEnclosing EndTouchin gPeriods(' entitycoll ection', ' startdate_ fieldname' , 'enddate _fieldname ', 'inputr ange_start date', 'in putrange_e nddate')</ span></a>< /li> | |
| 651 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Enc losingStar tTouchingP eriods rec ords based on the tw o date fie lds suppli ed. <br></ br> <i> See sampl es</i>">Ti mePeriodsF indEnclosi ngStartTou chingPerio ds('entity collection ', 'startd ate_fieldn ame', 'end date_field name', 'in putrange_s tartdate', 'inputran ge_enddate ')</span>< /a></li> | |
| 652 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the End InsidePeri ods record s based on the two d ate fields supplied. <br></br> <i> Se e samples< /i>">TimeP eriodsFind EndInsideP eriods('en titycollec tion', 'st artdate_fi eldname', 'enddate_f ieldname', 'inputran ge_startda te', 'inpu trange_end date')</sp an></a></l i> | |
| 653 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the End TouchingPe riods reco rds based on the two date fiel ds supplie d. <br></b r> <i> See sample s</i>">Tim ePeriodsFi ndEndTouch ingPeriods ('entityco llection', 'startdat e_fieldnam e', 'endda te_fieldna me', 'inpu trange_sta rtdate', ' inputrange _enddate') </span></a ></li> | |
| 654 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Exa ctMatchPer iods recor ds based o n the two date field s supplied . <br></br > <i> S ee samples </i>">Time PeriodsFin dExactMatc hPeriods(' entitycoll ection', ' startdate_ fieldname' , 'enddate _fieldname ', 'inputr ange_start date', 'in putrange_e nddate')</ span></a>< /li> | |
| 655 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Ins idePeriods records b ased on th e two date fields su pplied. <b r></br> <i > See s amples</i> ">TimePeri odsFindIns idePeriods ('entityco llection', 'startdat e_fieldnam e', 'endda te_fieldna me', 'inpu trange_sta rtdate', ' inputrange _enddate') </span></a ></li> | |
| 656 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Ins ideEndTouc hingPeriod s records based on t he two dat e fields s upplied. < br></br> < i> See samples</i >">TimePer iodsFindIn sideEndTou chingPerio ds('entity collection ', 'startd ate_fieldn ame', 'end date_field name', 'in putrange_s tartdate', 'inputran ge_enddate ')</span>< /a></li> | |
| 657 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Ins ideStartTo uchingPeri ods record s based on the two d ate fields supplied. <br></br> <i> Se e samples< /i>">TimeP eriodsFind InsideStar tTouchingP eriods('en titycollec tion', 'st artdate_fi eldname', 'enddate_f ieldname', 'inputran ge_startda te', 'inpu trange_end date')</sp an></a></l i> | |
| 658 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Sta rtInsidePe riods reco rds based on the two date fiel ds supplie d. <br></b r> <i> See sample s</i>">Tim ePeriodsFi ndStartIns idePeriods ('entityco llection', 'startdat e_fieldnam e', 'endda te_fieldna me', 'inpu trange_sta rtdate', ' inputrange _enddate') </span></a ></li> | |
| 659 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Sta rtTouching Periods re cords base d on the t wo date fi elds suppl ied. <br>< /br> <i> See samp les</i>">T imePeriods FindStartT ouchingPer iods('enti tycollecti on', 'star tdate_fiel dname', 'e nddate_fie ldname', ' inputrange _startdate ', 'inputr ange_endda te')</span ></a></li> | |
| 660 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Ove rlaps reco rds based on the two date fiel ds supplie d. <br></b r> <i> See sample s</i>">Tim ePeriodsFi ndOverlaps ('entityco llection', 'startdat e_fieldnam e', 'endda te_fieldna me')</span ></a></li> | |
| 661 | ||
| 662 | ||
| 663 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 664 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 665 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** TimePeriod s Misc. ** *</span></ b></a></li > | |
| 666 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a new entity col lection wi th field n ame startd ate and en date with all the in tersect da tes. <br>< /br> <i> See samp les</i>">T imePeriods FindInters ectionDate s('entityc ollection' , 'startda te_fieldna me', 'endd ate_fieldn ame')</spa n></a></li > | |
| 667 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs et of the input enti ty collect ion with a ll the Ove rlap recor ds based o n the two date field s supplied . <br></br > <i> S ee samples </i>">Time PeriodsFin dIntersect ions('enti tycollecti on', 'star tdate_fiel dname', 'e nddate_fie ldname')</ span></a>< /li> | |
| 668 | ||
| 669 | ||
| 670 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 671 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 672 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Misc funct ions ***</ span></b>< /a></li> | |
| 673 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a date (UTC) giv en a set o f inputs. <br></br> <i> Create Date(2008, 2, 5, 0, 0, 0, 0) R eturns '20 08/02/05'< /i>">Creat eDate('yea r','month' ,'day', 'h our','minu te','secon d','millis econd')</s pan></a></ li> | |
| 674 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Calc ulate the difference in time b etween 2 d ates for a specified interval. <br></br> <br></br>I nputs: <br ></br>-Fro m Date <br ></br>-To Date <br>< /br>-Inter val ('y'- Years, 'q' - Quarters , 'm'- Mon ths, 'pm' - Months, 'w'- Weeks , 'd'- Day s, 'wd'- W eekdays, ' h'- Hours, 'mi'- Min utes, 's'- Seconds) <br></br> <br></br > <i> Date Diff('11/0 8/2009', ' 03/20/2011 ', 'm') Re turns 16 ( US Format) <br></br> DateDiff(' 03/03/2009 ', '06/01/ 2009', 'pm ') Returns 4 as ther e are 4 pe riod month s (US Form at)</i>">D ateDiff('f romdate', 'todate', 'interval' )</span></ a></li> | |
| 675 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Calc ulate the elapsed di fference i n time bet ween 2 dat es for a s pecified i nterval.<b r></br> <b r></br>Inp uts: <br>< /br>-From Date <br>< /br>-To Da te <br></b r>-Interva l ('y'- Ye ars, 'm'- Months, 'q '- Days, ' h'- Hours, 'mi'- Min utes, 's'- Seconds) <br></br> <i> <br ></br>Date DiffElapse d('11/08/2 009', '03/ 20/2011', 'm') Retur ns 4 (US F ormat) </i >">DateDif fElapsed(' fromdate', 'todate', 'interval ')</span>< /a></li> | |
| 676 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Calc ulate the elapsed de scription difference in time b etween 2 d ates for a specified interval. <br></br> <br></br>I nputs: <br ></br>-Fro m Date <br ></br>-To Date <br>< /br>-Inter val ('y'- Years, 'm' - Months, 'd'- Days, 'h'- Hour s, 'mi'- M inutes, 's '- Seconds ) <br></b r> <i> < br></br>Da teDiffDesc ription('1 1/08/2009' , '03/20/2 011', 'd') Returns 1 Year 4 Mo nths 12 Da ys</i>">Da teDiffDesc ription('f romdate', 'todate', 'interval' )</span></ a></li> | |
| 677 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true o r false if the given date is a leap year . <br></br > <i> I sLeapYear( '01/01/201 2') Retur ns true">I sLeapYear( 'datetime' )</span></ a></li> | |
| 678 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the cu rrent date for the t imezone th at is set for the re questing u ser. You c an also pa ss in an a n integer timezone p arameter < br></br> < i> Loca lDate() R eturns 06/ 04/2012 <b r></br> LocalDate( 35) Retur ns 06/04/2 012 Easter n Time</i> ">LocalDat e()</span> </a></li> | |
| 679 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the cu rrent date and time for the ti mezone tha t is set f or the req uesting us er. You ca n also pas s in an an integer t imezone pa rameter <b r></br> <i > Local DateTime() Returns 0 6/04/2012 21:43 <br> </br> Lo calDateTim e(35) Retu rns 06/04/ 2012 16:43 </i>">Loca lDateTime( )</span></ a></li> | |
| 680 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the da te and tim e given a UTC dateti me for the timezone that is se t for the requesting user. <br ></br> <i> LocalT imeFromUtc Time('06/0 4/2012 21: 43') Retur ns 06/04/2 012 23:43< /i>">Local TimeFromUt cTime('dat etime')</s pan></a></ li> | |
| 681 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the cu rrent UTC date. <br> </br> <i> UtcDate () Returns 06/04/201 2</i>">Utc Date()</sp an></a></l i> | |
| 682 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the cu rrent UTC date and t ime. <br>< /br> <i> UtcDateT ime() Retu rns 06/04/ 2012 21:43 </i>">UtcD ateTime()< /span></a> </li> | |
| 683 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the cu rrent UTC time given a date an d time tha t is local to a spec ified user . <br></br > <i> U tcTimeFrom LocalTime( '06/04/201 2 21:43') Returns 0 6/04/2012 20:43</i>" >UtcTimeFr omLocalTim e('datetim e')</span> </a></li> | |
| 684 | ||
| 685 | ||
| 686 | </ul> | |
| 687 | </li> | |
| 688 | ||
| 689 | < li class ="folder"> <a class=" ui-link">< span>Find (Single Va lues)</spa n></a> | |
| 690 | <ul> | |
| 691 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 692 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 693 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Single Val ue Functio ns ***</sp an></b></a ></li> | |
| 694 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the av erage valu e of the ' outputfiel dname' for the recor ds specifi ed by the input para meters. <b r></br> e. g Returns the value of the ave rage estim atedvalue of all opp ortunities for a cus tomer.<br> </br> <i> FindAvg('o pportunity ', 'custom erid', [ac count.acco untid], 'e stimatedva lue', '0', false)</i >">FindAvg ('entitylo gicalname' , 'inputfi eldname', 'inputfiel dvalue', ' outputfiel dname', 'd efaultvalu e')</span> </a></li> | |
| 695 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the nu mber of re cords spec ified by t he input p arameters. <br></br > <i> e.g Returns t he count o f all oppo rtunities for a cust omer.<br>< /br> <i> F indCount(' opportunit y', 'custo merid', [a ccount.acc ountid], ' estimatedv alue', '0' , false)</ i>">FindCo unt('entit ylogicalna me', 'inpu tfieldname ', 'inputf ieldvalue' , 'outputf ieldname', 'defaultv alue')</sp an></a></l i> | |
| 696 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a comma seperated list of va lues on an entity ba sed on 1 i nput field . <br></b r>Note tha t the reco rdcount pa rameter is optional (default i s 50). <b r></br> F ind a list of accoun t names th at have an address1_ city value of seattl e. <br></ br> <i> Fi ndListValu es('accoun t', 'addre ss1_city', 'seattle' , 'name') Returns 'B ungie, Exp edia, Micr osoft' </i > <br></br > Find a list of ac count name s with no filters ap plied. <b r></br> <i > FindList Values('ac count', '* ', '*', 'n ame') Retu rns 'Abbot t, Acer, A pple'</i>" >FindListV alues('ent itylogical name', 'in putfieldna me', 'inpu tfieldvalu e', 'outpu tfieldname ', 'record count')</s pan></a></ li> | |
| 697 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a comma seperated list of va lues on an entity ba sed on ent itycollect ion. <br> </br> <i> FindListVa luesEx(Fin dRecords(' systemuser ','lastnam e','grace' ,SetFindSe lect('syst emuserid') ,'50','tru e'), 'syst emuserid') </i> <br> </br> Fin d a list o f account names with no filter s applied. <br></br >">FindLis tValuesEx( 'entitycol lection', 'fieldname _containin g_values') </span></a ></li> | |
| 698 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ma ximum valu e of the ' outputfiel dname' for the recor ds specifi ed by the input para meters.<br ></br> e.g Returns t he value o f the max estimatedv alue of al l opportun ities for a customer .<br></br> <i> FindM ax('opport unity', 'c ustomerid' , [account .accountid ], 'estima tedvalue', '0', fals e)</i>">Fi ndMax('ent itylogical name', 'in putfieldna me', 'inpu tfieldvalu e', 'outpu tfieldname ', 'defaul tvalue')</ span></a>< /li> | |
| 699 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the mi nimum valu e of the ' outputfiel dname' for the recor ds specifi ed by the input para meters.<br ></br> e.g Returns t he value o f the min estimatedv alue of al l opportun ities for a customer . <br></br > <i>FindM in('opport unity', 'c ustomerid' , [account .accountid ], 'estima tedvalue', '0', fals e)</i>">Fi ndMin('ent itylogical name', 'in putfieldna me', 'inpu tfieldvalu e', 'outpu tfieldname ', 'defaul tvalue')</ span></a>< /li> | |
| 700 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Su m of the ' outputfiel dname' for the recor ds specifi ed by the input para meters.<br ></br> e.g Returns s um of all opportunit ies for a customer. <br></br> <i>FindSum ('opportun ity', 'cus tomerid', [account.a ccountid], 'estimate dvalue', ' 0', false) </i>">Find Sum('entit ylogicalna me', 'inpu tfieldname ', 'inputf ieldvalue' , 'outputf ieldname', 'defaultv alue')</sp an></a></l i> | |
| 701 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a value in any fie ld on any entity bas ed on 1 or more sear ch criteri a. Note th at the def aultvalue parameter is optiona l. <br></b r> Find o n the acco unt entity the descr iption pro perty wher e the name equals Mi crosoft. < br></br> < i>FindValu e('account ', 'name', 'Microsof t', 'descr iption', ' Not Found' , false) R eturns 'Mi crosofts D ynamics CR M Rocks.' </i><br></ br> You c an also pa ss in para meters to the functi on <br></b r><i>FindV alue('acco unt', 'nam e', [accou nt.parenta ccountname ], 'descri ption', 'N ot Found') Returns ' North52 Fo rmula Mana ger Rocks. '</i> <br> </br> You can search based on multiple i nput param eters. <i> <br></br> FindValue( 'account', SetFindAn d('name', 'accountnu mber'), Se tFindAnd(' north52', 'Acc-10045 2'), 'desc ription') <br></br>N ote 1: By default th e nolock p arameter i s set to f alse</br>N ote 2: By default th e cacheena bled param eter is se t to true. When usin g formulas of type P rocess Gen ie it may be useful to set thi s paramete r to false if you ne ed to bypa ss the cac he and go directly t o the data base each time it is invoked w ithin the lifetime o f the work flow.</i>" >FindValue ('entitylo gicalname' , 'inputfi eldname', 'inputfiel dvalue', ' outputfiel dname','de faultvalue ', 'nolock ', 'cachee nabled')</ span></a>< /li> | |
| 702 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s the GUID record ID of any re cord by en tity and t he primary entity na me field. <br></br> Find the accountid given the account na me. <br></ br> <i>Fin dValueQuic kId('accou nt', 'Micr osoft') Re turns '001 24ac3-0f6f -40dd-be64 -d8c0bc5db fbd' </i>" >FindValue QuickId('e ntitylogic alname', ' inputfield value')</s pan></a></ li> | |
| 703 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s the GUID record ID of any re cord by en tity and t he primary entity na me field. Also retur ns the nam e of the e ntity. <br ></br> Fi nd the tea mid given the team n ame. <br>< /br> <i>Fi ndValueQui ckIdEx('te am','Big T eam') Retu rns 'team| 00124ac3-0 f6f-40dd-b e64-d8c0bc 5dbfbd' </ i>">FindVa lueQuickId Ex('entity logicalnam e', 'input fieldvalue ')</span>< /a></li> | |
| 704 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s the name (primary entity fie ld) of any record by entity an d the GUID of the re cord. <br> </br> Fin d the acco unt name g iven the a ccount gui d. <br></b r> <i>Find ValueQuick Name('acco unt', '001 24ac3-0f6f -40dd-be64 -d8c0bc5db fbd') Retu rns 'Micro soft' </i> ">FindValu eQuickName ('entitylo gicalname' , 'inputfi eldvalue') </span></a ></li> | |
| 705 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 706 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 707 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Single Val ue Functio ns (FetchX ml) ***</s pan></b></ a></li> | |
| 708 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the va lue of the 'fieldnam e' for the first row in the se t of recor ds specifi ed by the fetch-xml. <br></br> e.g Return s the esti mated reve nue for th e supplied fetchxml. <br></br> <i>FindVa lueFD('Ope nOpportuni ties', 'es timatedrev enue', '0' , false)</ i>">FindVa lueFD('for muladetail name', 'fi eldname', 'defaultva lue')</spa n></a></li > | |
| 709 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 710 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 711 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Single Val ue Agg. Fu nctions (F etchXml) * **</span>< /b></a></l i> | |
| 712 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the av erage valu e of the ' fieldname' for the r ecords spe cified by the fetch- xml.<br></ br> e.g Re turns the value of t he average estimated value of a ll opportu nities for a custome r. <br></b r> <i>Find AvgFD('Ope nOpportuni ties', 'es timatedrev enue', '0' , false, S etParams(' param1', ' param2'))< /i>">FindA vgFD('form uladetailn ame', 'fie ldname', ' defaultval ue')</span ></a></li> | |
| 713 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the nu mber of re cords as s pecified b y the fetc h-xml. <br ></br> e.g Returns t he count o f all oppo rtunities. <br></br> <i>FindCo untFD('Ope nOpportuni ties', 'es timatedrev enue', '0' , false, S etParams(' param1', ' param2'))< /i>">FindC ountFD('fo rmuladetai lname', 'f ieldname', 'defaultv alue')</sp an></a></l i> | |
| 714 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ma ximum valu e of the ' fieldname' for the r ecords spe cified by the fetch- xml.<br></ br> e.g Re turns the value of t he max est imatedvalu e of all o pportuniti es for a c ustomer. < br></br> < i>FindMaxF D('OpenOpp ortunities ', 'estima tedrevenue ', '0', fa lse, SetPa rams('para m1', 'para m2'))</i>" >FindMaxFD ('formulad etailname' , 'fieldna me', 'defa ultvalue') </span></a ></li> | |
| 715 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the mi nimum valu e of the ' fieldname' for the r ecords spe cified by the fetch- xml.<br></ br> e.g Re turns the value of t he min est imatedvalu e of all o pportuniti es for a c ustomer. < br></br> < i>FindMinF D('OpenOpp ortunities ', 'estima tedrevenue ', '0', fa lse, SetPa rams('para m1', 'para m2'))</i>" >FindMinFD ('formulad etailname' , 'fieldna me', 'defa ultvalue') </span></a ></li> | |
| 716 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Su m of the ' fieldname' for the r ecords spe cified by the fetch- xml.<br></ br> e.g Re turns sum of all opp ortunities for a cus tomer. <br ></br> <i> FindSumFD( 'OpenOppor tunities', 'estimate drevenue', '0', fals e, SetPara ms('param1 ', 'param2 '))</i>">F indSumFD(' formuladet ailname', 'fieldname ', 'defaul tvalue')</ span></a>< /li> | |
| 717 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 718 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 719 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Business P rocess Fun ctions *** </span></b ></a></li> | |
| 720 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Bu siness Pro cess ID of the given process n ame.<br></ br> <i> Fi ndBPProces sID('Oppor tunity Sal es Process ')</i>">Fi ndBPProces sID('busin ess proces s name')</ span></a>< /li> | |
| 721 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Bu siness Pro cess Stage ID of the given pro cess name and stage. <br></br> <i> FindBP GetStageID ('Opportun ity Sales Process', 'Develop') </i>">Find BPGetStage ID('busine ss process name', 's tage name' )</span></ a></li> | |
| 722 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 723 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 724 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Product Pr operties F unctions ( CPQ) ***</ span></b>< /a></li> | |
| 725 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a coll ection of Product Pr operties g iven a reg ardingobje ctid (i.e. opportuni typroducti d, salesor derdetaili d, quotede tailid, in voicedetai lid)<br></ br> <i> Fi ndProductP ropertiesB yRegarding ID('00124a c3-0f6f-40 dd-be64-d8 c0bc5dbfbd ')</i>">Fi ndProductP ropertiesB yRegarding ID('regard ingobjecti d')</span> </a></li> | |
| 726 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a Prod uct Proper ty given a regarding objectid a nd propert y name<br> </br> <i> FindProduc tPropertie sByRegardi ngIDAndPro pertyName( '00124ac3- 0f6f-40dd- be64-d8c0b c5dbfbd', 'Color')</ i>">FindPr oductPrope rtiesByReg ardingIDAn dPropertyN ame('regar dingobject id', 'prop ertyname') </span></a ></li> | |
| 727 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 728 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 729 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Misc. ***< /span></b> </a></li> | |
| 730 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="For a given in put parame ter checks to see if there is a value ma tch agains t a range of paramet ers and re turns name of the ma tching par ameter.<br ></br> <i> FindMatch Parameter( [account.c reatedon], [account. modifiedon ], [accoun t.createdo n]) Return 'account. modifiedon '</i>">Fin dMatchPara meter('inp utparamete r', 'param etermatch' , 'paramet ermatch')< /span></a> </li> | |
| 731 | <li class= "file"><a class="ui- link"><spa n class="h elpId" tit le="Find a template ID based o n a name a nd languag e code<br> </br> <i> FindTempla teId('Sale s Quote', '1033')</i >">FindTem plateId('n ame', 'lan guagecode' )</span></ a></li> | |
| 732 | <li class= "file"><a class="ui- link"><spa n class="h elpId" tit le="Builds multiple 'And' cond itions for a fetch-x ml filter. Only used with Find functions .<br></br> <i>FindVa lue('oppor tunity', S etFindAnd( 'accountid ', 'addres s1_city'), SetFindAn d([account .accountid ], [accoun t.address1 _city]), ' budgetamou nt'</i>">S etFindAnd( 'field1', 'field2', 'field3')< /span></a> </li> | |
| 733 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Buil d the list of attrib utes to re trieve on a Find fun ction. Usi ng a '*' b rings back all attri butes<br>< /br> <i>Se tFindSelec t('name', 'descripti on', 'addr ess1_city' )</i>">Set FindSelect ('field1', 'field2') </span></a ></li> | |
| 734 | ||
| 735 | ||
| 736 | </ul> | |
| 737 | </li> | |
| 738 | ||
| 739 | <li cla ss="folder "><a class ="ui-link" ><span>Fin d (EntityC ollections )</span></ a> | |
| 740 | <ul> | |
| 741 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a collec tion of re cords. Def aults the recordcoun t to 50 an d nolock t o false.<b r></br> F ind a list of accoun ts with de scription set to Nor th52. <br> </br> <i>F indRecords ('account' , 'descrip tion', 'no rth52', '* ', '50', t rue)</i> < br></br> N ote you ca n use the following function t o bring ba ck limited fields <i >SetFindSe lect('name ', 'descri ption')</i >">FindRec ords('enti tylogicaln ame', 'inp utfieldnam e', 'input fieldvalue ', 'select fields', ' recordcoun t', 'noloc k')</span> </a></li> | |
| 742 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rate an En tityCollec tion of th e Audit Tr ail for a particular record. F irst examp le finds a ll audit r ecords for last 7 da ys for a p articular account. S econd exam ple finds the last e dit record operation with no f ormatting. <br></br> Field nam es of the entity col lection: ' Changed By ', 'Date', 'Action', 'Attribut e', 'Old V alue', 'Ne w Value' < br></br> < i> FindRe cordsAudit ('account' , '10124ac 3-0f6f-40d d-be64-d8c 0bc5dbfbd' , 7) <br>< /br> FindR ecordsAudi t('account ', '10124a c3-0f6f-40 dd-be64-d8 c0bc5dbfbd ', -1, 1, false)</i> ">FindReco rdsAudit(' entityname ', 'record guid', 'la stnumberof days', 'nu mberofedit s', 'forma ttedvalues ')</span>< /a></li> | |
| 743 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a collec tion of re cords as d efined by the fetchx ml defined within a formula de tail recor d. <br></b r> Find a list of c ontacts wi th a paren t company filtering by the cit y field of the curre nt contact . <br></br > <i>FindR ecordsFD(' ContactsWi thParents' , true, Se tParams([c ontact.add ress1_city ]))</i>">F indRecords FD('formul adetail', 'nolock', SetParams( 'param1', 'param2')) </span></a ></li> | |
| 744 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a collec tion of re cords as d efined by the raw fe tchxml pas sed into t he functio n.<br></br ><i>FindRe cordsFetch Xml('enter _your_raw_ fetchxml_h ere')</i>" >FindRecor dsFetchXml ('fetchxml ')</span>< /a></li> | |
| 745 | ||
| 746 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a specif ic field v alue in an entity co llection.< br></br><i >FindRecor dsValue(Ge rVar('Acco untListing '), 'descr iption', ' Not Set', '0' )</i>" >FindRecor dsValue('e ntitycolle ction', 'f ieldname', 'defaultv alue', 'ro wnumber' ) </span></a ></li> | |
| 747 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a specif ic field v alue (nati ve datatyp e) in an e ntity coll ection.<br ></br><i>F indRecords ValueNativ e(GerVar(' AccountLis ting'), 'd escription ', 'Not Se t', '0' )< /i>">FindR ecordsValu eNative('e ntitycolle ction', 'f ieldname', 'defaultv alue', 'ro wnumber' ) </span></a ></li> | |
| 748 | ||
| 749 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a specif ic field v alue in an entity.<b r></br><i> FindRecord Value(GerV ar('Lead') , 'jobtitl e', 'Not S et' )</i>" >FindRecor dValue('en tity', 'fi eldname', 'defaultva lue' )</sp an></a></l i> | |
| 750 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find s a specif ic field v alue (nati ve datatyp e) in an e ntity.<br> </br><i>Fi ndRecordVa lueNative( GerVar('Le ad'), 'job title', 'N ot Set')</ i>">FindRe cordValueN ative('ent ity', 'fie ldname', ' defaultval ue' )</spa n></a></li > | |
| 751 | ||
| 752 | ||
| 753 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the co unt of row s in the e ntity coll ection.<br ></br><i>F indECCount (GerVar('A ccountList ing'))</i> ">FindECCo unt('entit ycollectio n')</span> </a></li> | |
| 754 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns an Ent ity from a n EntityCo llection. <br></br> <i>FindECR ecord(GetV ar('Matche dLead'), 0 )</i>">Fin dECRecord( 'entitycol lection', 'index')</ span></a>< /li> | |
| 755 | ||
| 756 | </ul> | |
| 757 | </li> | |
| 758 | ||
| 759 | <li cla ss="folder "><a class ="ui-link" ><span>Fuz zy Matchin g</span></ a> | |
| 760 | <ul> | |
| 761 | <li class ="file"><a class="ui -link"><sp an class=" helpId" ti tle="Compu tes the Da merau Leve nshtein Di stance Dis tance betw een 2 stri ng. Used f or fuzzy m atching. < br></br> < i> Damera uLevenshte inDistance ('microsof t', 'micro sft') Retu rns 1</i>" >DamerauLe venshteinD istance('i nputstring 1', 'input string2')< /span></a> </li> | |
| 762 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Comp utes the L evenshtein Distance between 2 string. Us ed for fuz zy matchin g. <br></b r> <i> Le venshteinD istance('m icrosoft', 'microsft ') Returns 1</i>">Le venshteinD istance('i nputstring 1', 'input string2')< /span></a> </li> | |
| 763 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a phon etic 'soun ds like' e ncoding of a string. This is t ypcial use d for de-d uplication purposes. <br></br> <i> Metap hone3('Smi th') Retu rns 'SM0' </i><br></ br> Possi ble to get a seconda ry metapho ne as well which hel ps for non -english <i> Metaph one3('Smit h', 'Secon dary')</i> ">Metaphon e3('inputs tring')</s pan></a></ li> | |
| 764 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a perc entage of how alike 2 strings are given the distan ce between . <br></br > <i> Simi larity('mi crosoft', 'microoft' , 1) Retur ns 0.88888 89</i>">Si milarity(' inputstrin g1', 'inpu tstring2', 'distance ')</span>< /a></li> | |
| 765 | </ul> | |
| 766 | </li> | |
| 767 | ||
| 768 | <li cla ss="folder "><a class ="ui-link" ><span>HTM L</span></ a> | |
| 769 | <ul> | |
| 770 | <li class= "file"><a class="ui- link"><spa n class="h elpId" tit le="Genera te a HTML Button. Th is is typi cally used when you want to in ject a but ton into a n email<br ></br> <i> CreateHT MLButton(' https://no rth52.crm4 .dynamics. com', 'nor th52_quick action', ' abc', '001 24ac3-0f6f -40dd-be64 -d8c0bc5db fbd', 'opp ortunity', 'Approve' , '20', '2 00', '16', 'Bold', ' sans-serif ', 'red', 'white', ' left', '10 ', SetQuer yString('n 52param1', 'true') ) </i>">Crea teHTMLButt on('url', 'targetweb resource', 'shortcod e', 'targe trecordgui d', 'entit ylogicalna me', 'disp laytext', 'height', 'width', 'fontsize' , 'fontwei ght', 'fon tfamily',' buttoncolo r', 'textc olor', 'fl oatoption' , 'padding ', SetQuer yString('n 52param1', 'value1', 'n52param 2', 'value 2') )</spa n></a></li > | |
| 771 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rate a HTM L table ba sed on the supplied entity col lection (r ows of dat a) and CSS . <br></br > <i>Creat eHtmlTable (</br>&nbs p; &n bsp; &nbs p; &n bsp;FindRe cordsFD('R etrieveFai ledSystemJ obsToday') , </br>&nb sp; & nbsp;  ; &nb sp; & nbsp;SetCo lumnOrder( 'name', 's tartedon', 'regardin gobjectid' , 'ownerid ', 'statec ode', 'sta tuscode', 'operation type'),</b r> &n bsp; &nbs p; &n bsp; 'https://n orth52.crm 4.dynamics .com/',</b r> &n bsp; &nbs p; &n bsp; 'north52_/ css/htmlta ble')</i>" >CreateHTM LTable('en titycollec tion', 'Se tColumnOrd er(field1, field2)', 'baseurl' , 'cssref' )</span></ a></li> | |
| 772 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rate a HTM L table of the Audit Trail for a particu lar record . <br></br > <i> Fin dRecordsAu ditHtml('a ccount', ' 10124ac3-0 f6f-40dd-b e64-d8c0bc 5dbfbd', 7 )</i>">Fin dRecordsAu ditHtml('e ntityname' , 'recordg uid', 'las tnumberofd ays')</spa n></a></li > | |
| 773 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns encode d HTML fro m plain HT ML. <br>< /br> <i> HtmlEncode ('plain ht ml') </i>" >HtmlEncod e('plain h tml')</spa n></a></li > | |
| 774 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns decode d HTML fro m encoded HTML. <br ></br> <i> HtmlDeco de('encode d html') < /i>">HtmlD ecode('enc oded html' )</span></ a></li> | |
| 775 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rates a ra w hyper li nk url as a string. <br></br> <i>LinkRa wUrl('http s://north5 2.crm4.dyn amics.com' , 'account ', '00124a c3-0f6f-40 dd-be64-d8 c0bc5dbfbd ')</i>">Li nkRawUrl(' baseurl', 'entitynam e', 'recor dguid')</s pan></a></ li> | |
| 776 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rates a pl ain hyper link url u sing a Dyn amics Name and Value . Typicall y used in emails. <b r></br> <i >LinkPlain HyperLink( 'Send Emai l', 'mailt o:johng@no rth52.com? subject=' + [account .name])</i >">LinkPla inHyperLin k('name', 'value')</ span></a>< /li> | |
| 777 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rates a hy per link t o be used in a Dialo g Process. Typically used to d isplay a l ink to a C RM record. <br></br > <i> Link DialogUrl( 'https://n orth52.crm 4.dynamics .com', 'ac count', '0 0124ac3-0f 6f-40dd-be 64-d8c0bc5 dbfbd', 'M icrosoft') </i>">Lin kDialogUrl ('baseurl' , 'entityn ame', 'rec ordguid', 'displayte xt')</span ></a></li> | |
| 778 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rates a hy per link u rl. Typica lly used i n emails s o receipie nts can cl ick on a l ink. <br>< /br> <i> LinkHyperL inkUrl('ht tps://nort h52.crm4.d ynamics.co m', 'accou nt', '0012 4ac3-0f6f- 40dd-be64- d8c0bc5dbf bd', 'Micr osoft')</i >">LinkHyp erLinkUrl( 'baseurl', 'entityna me', 'reco rdguid', ' displaytex t')</span> </a></li> | |
| 779 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a vali d query st ring. <b r></br> <i > SetQuer yString('n 52param1', 'value1', 'n52param 2', 'value 2')</i>">S etQueryStr ing('n52pa ram1', 'va lue1', 'n5 2param2', 'value2')< /span></a> </li> | |
| 780 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Take s a field with Html within it and remove s all the Html. Prim arily used with the descriptio n field on the email entity. <br></br> <i> Stri pHtml([ema il.descrip tion])</i> ">StripHtm l('inputst ring')</sp an></a></l i> | |
| 781 | </ul> | |
| 782 | </li> | |
| 783 | ||
| 784 | ||
| 785 | <li class=" folder"><a class="ui -link"><sp an>Localiz ation</spa n></a> | |
| 786 | <ul> | |
| 787 | <li class ="file"><a class="ui -link"><sp an class=" helpId" ti tle="Retur ns the loc alized str ing name f or the att ribute def ined by 'e ntitylogic alname.att ributelogi calname' b ased on th e langauge settings for the cu rrent user . <br></b r> <i> Get AttributeD isplayName ('account. name') Ret urns 'Acco unt Name'< /i>">GetAt tributeDis playName(' entitylogi calname.at tributelog icalname') </span></a ></li> | |
| 788 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the lo calized st ring name for the op tionset de fined by ' entitylogi calname.at tributelog icalname' and option setvalue b ased on th e langauge settings for the cu rrent user . You can also pass in languag e code (LC ID). <br>< /br> <i> G etOptionSe tName('opp ortunity.r ating', 1) Returns ' Hot'</i>"> GetOptionS etName('en titylogica lname.attr ibutelogic alname', ' optionsetv alue')</sp an></a></l i> | |
| 789 | <li cla ss="file"> <a class=" ui-link">< span class ="helpId" title="Ret urns the l ocalized o ptionset v alue for t he options et value d efined by 'entitylog icalname.a ttributelo gicalname' and optio nsetname b ased on th e langauge settings for the cu rrent user . You can also pass in languag e code (LC ID). <br> </br> <i> GetOptionS etValue('o pportunity .rating', 'Hot') Ret urns '1'</ i>">GetOpt ionSetValu e('entityl ogicalname .attribute logicalnam e', 'optio nsetname') </span></a ></li> | |
| 790 | </ul> | |
| 791 | </li> | |
| 792 | ||
| 793 | ||
| 794 | ||
| 795 | <li cl ass="folde r"><a clas s="ui-link "><span>Lo gical</spa n></a> | |
| 796 | <ul> | |
| 797 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Buil ds a CASE statment w hich allow s you to p erform dif ferent act ions based on condit ions.<br>< /br><i>See the Snipp ets menu f or an exam ple or xRM Sample 92 .</i>">Cas e('Lookup under the Snippets m enu')</spa n></a></li > | |
| 798 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Buil d an if st atement. < br></br><i >if([accou nt.name] = 'North52' , 'Great t o be North 52', 'Not North52')< /i>">if(ex pression, true, fals e)</span>< /a></li> | |
| 799 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Buil d an iftru e statemen t. <br></b r><i>iftru e([account .name] = ' North52', 'Great to be North52 ')</i>">if true(expre ssion, tru e)</span>< /a></li> | |
| 800 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Used as part o f an if st atement to indicate 'No Operat ion' i.e. do nothing . <br></br ><i>Use th e search f unction to see examp les.</i>"> 'NoOp'</sp an></a></l i> | |
| 801 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true a value is found with in the set of values . <br></br ><i>If( In ([account. name], 'Mi crosoft', 'North52') , true, f alse )</i> ">In('Valu eToCheck', 'value1', 'value2', 'value3') </span></a ></li> | |
| 802 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Dete rmines if expression s are true or false. Returns T RUE if any expressio n is true. Returns F ALSE if al l expressi ons are fa lse. <br>< /br><i>Use the searc h function to see ex amples.</i >">or</spa n></a></li > | |
| 803 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a TRUE response if all val ues are tr ue; return s a FALSE response i f one or m ore values are false . <br></br ><i>Use th e search f unction to see examp les.</i>"> and</span> </a></li> | |
| 804 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Calc ulates the sum of tw o values. . <br></br ><i>Altern atively co ncat strin g together 'Dynamic s' + 'CRM' + ' Rocks '<i>">+</s pan></a></ li> | |
| 805 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Calc ulates the differenc e of two v alues. <br ></br><i>U se the sea rch functi on to see examples.< /i>">-</sp an></a></l i> | |
| 806 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Divi des two va lues. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">/</spa n></a></li > | |
| 807 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Mult iplies two values. < br></br><i >5 * 2 equ als 10 </i > ">*</spa n></a></li > | |
| 808 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a rema inder afte r a number is divide d by a spe cified div isor. i.e. Mod Funct ion. <br> </br><i>10 % 3 equal s 1 </i>"> %</span></ a></li> | |
| 809 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Nega tes what i t is appli ed to. Lik e a Not op erator. <b r></br><i> Returns fa lse !true< /i>">!</sp an></a></l i> | |
| 810 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Eval uates if t wo values are equiva lent. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">=</spa n></a></li > | |
| 811 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Eval uates if t wo values are not eq uivalent. <br></br>< i>The fiel d account name does not equal North52<br ></br>[acc ount.name] != 'North 52'</i>">! =</span></ a></li> | |
| 812 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Eval uates if a value is less than the value that follo ws this sy mbol. <br> </br><i>Re turns true if the fi eld credit amount is less than 100<br></b r>[account .creditamo unt] < 100 </i>">< </span></a ></li> | |
| 813 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Eval uates if a value is greater th an the val ue that fo llows this symbol. < br></br><i >Returns t rue if the field cre ditamount is greater than 100< br></br>[a ccount.cre ditamount] > 100</i> ">></sp an></a></l i> | |
| 814 | </ul > | |
| 815 | ||
| 816 | </li> | |
| 817 | <li cl ass="folde r"><a clas s="ui-link "><span>Lo op</span>< /a> | |
| 818 | <ul> | |
| 819 | ||
| 820 | <li clas s="file">< a class="u i-link"><b ><span tit le="Loop"> *** DoLoop ***</span ></b></a>< /li> | |
| 821 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Buil ds a DoLoo p statemen t that exe cutes a si ngle actio n or multi ple action s. <br></b r>Note: Mu ltiple act ions only availble i n Enterpri se Edition or higher .<br></br> <i> DoLoo p(3, <br>& nbsp;  ; &nb sp;CreateR ecord('acc ount',</br > &nb sp; & nbsp;  ; &nb sp; & nbsp;  ; &nb sp; & nbsp;  ; &nb sp; & nbsp;  ; &nb sp; & nbsp; SetA ttribute(' name', 'Ac count:' + DoLoopInde x())</br>& nbsp;  ; )</ br>) <br> </br> Crea tes 3 acco unt record s. <br>< /br> The f unction Do LoopIndex( ) allows y ou to acce ss an inte ger contai ning the c urrent ind ex number of the loo p.<br></br >The funct ion DoLoop Total() al lows you t o access a n integer containing the total number of loops. <b r></br>Not e that mul tiple acti ons are on ly allowed for the E nterprise Edition or greater. </i>">DoLo op('iterat ioncount', 'action') </span></a ></li> | |
| 822 | ||
| 823 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="This function allows you to access an intege r containi ng the cur rent index number of the loop. <br></br> <i>Use the search fu nction to see exampl es.</i>">D oLoopIndex ()</span>< /a></li> | |
| 824 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="This function allows you to access an intege r containi ng the tot al number of loops. <br></br>< i>Use the search fun ction to s ee example s.</i>">Do LoopTotal( )</span></ a></li> | |
| 825 | ||
| 826 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 827 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 828 | <li clas s="file">< a class="u i-link"><b ><span tit le="ForEac hRecord">* ** ForEach Record *** </span></b ></a></li> | |
| 829 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Iter ates over a set of r ecords and performs an action <br></br> Delete al l contacts that star t with the letter A. <br></br > <i> ForE achRecord( </br>  ; &nb sp;FindRec ordsFD('Al lContactsS tartingWit hA' ),</br > &nb sp; DeleteReco rd('contac t', Curren tRecord('c ontactid') </br>  ; &nb sp;)</br>) </i> <br> </br> The function R ecordIndex () allows you to acc ess an int eger conta ining the current in dex number of the lo op.<br></b r>The func tion Recor dTotal() a llows you to access an integer containin g the tota l number o f loops. < br></br>Th e function CurrentRe cord() all ows you to access an the entit y object o f the curr ent loop. ">ForEachR ecord('ent itycollect ion', 'act ion1', 'ac tion2')</s pan></a></ li> | |
| 830 | ||
| 831 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="This function allows you to access a field w ithin the current re cord loop. <br></br> <i>Use the search fu nction to see exampl es.</i>">C urrentReco rd('fieldn ame')</spa n></a></li > | |
| 832 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the en tity logic al name fo r the curr ent record in the lo op. <br></ br><i>Use the search function to see exa mples.</i> ">RecordEn tityName() </span></a ></li> | |
| 833 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Allo ws you to access an integer co ntaining t he current index num ber of the loop. <br ></br><i>U se the sea rch functi on to see examples.< /i>">Recor dIndex()</ span></a>< /li> | |
| 834 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Allo ws you to access an integer co ntaining t he total n umber of l oops. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">Record Total()</s pan></a></ li> | |
| 835 | ||
| 836 | <li cl ass="file" ><a class= "ui-link"> <b><span t itle="Loop ">*** Loop UntilTrue ***</span> </b></a></ li> | |
| 837 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Perf orms a loo p which ta kes two pa rameters o ne being a n action a nd the oth er being a condition which mus t evulate to true or false. If true the loop will exit <br> </br><i>Us e the sear ch functio n to see e xamples. < /i>">LoopU ntilTrue(' action', ' exitcondit ion')</spa n></a></li > | |
| 838 | ||
| 839 | </ ul> | |
| 840 | </li> | |
| 841 | ||
| 842 | <li c lass="fold er"><a cla ss="ui-lin k"><span>M ath</span> </a> | |
| 843 | <ul> | |
| 844 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ab solute val ue of a sp ecified nu mber. The absolute v alue is th e number w ithout its postive o r negative sign. <b r></br> <i > Abs(-10 0) Returns 100</i>"> Abs(value) </span></a ></li> | |
| 845 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Roun ds a numbe r up to th e nearest integer. <br></br> <i> Ceilin g(34.4) Re turns 35</ i>">Ceilin g('value') </span></a ></li> | |
| 846 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a valu e for e ra ised to th e power of a number you specif ied. <br> </br> <i> Exp(2) Ret urns 7.389 0560989306 5</i>">Exp ('value')< /span></a> </li> | |
| 847 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a numb er rounded down to t he nearest integer. <br></br> <i> Floor (34.4) Ret urns 34</i >">Floor(' value')</s pan></a></ li> | |
| 848 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Gr eatest com mon diviso r of two n umbers. Al so known a s Greatest Common Fa ctor (GCF) , or Highe st Common Factor (HC F). <br>< /br> <i> GCD(12,18) Returns 6 </i>">GCD( 'num1', 'n um2')</spa n></a></li > | |
| 849 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the Lo west commo n multipli er of two numbers. <br></br> <i> LCM(1 2,18) Retu rns 36</i> ">LCM('num 1', 'num2' )</span></ a></li> | |
| 850 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ma ximum of t wo numbers . <br></b r> <i> Max Of(100, 20 0) Returns 200</i>"> MaxOf('num ber1', 'nu mber2')</s pan></a></ li> | |
| 851 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the mi nimum of t wo numbers . <br></b r> <i> Min Of(100, 20 0) Returns 100</i>"> MinOf('num ber1', 'nu mber2')</s pan></a></ li> | |
| 852 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a spec ified numb er raised to the spe cified pow er. <br></ br> <i> Po w(5,3) Ret urns 125</ i>">Pow('v alue', 'po wer')</spa n></a></li > | |
| 853 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Roun ds a value to the ne arest numb er or spec ified numb er of digi ts. <br>< /br> <i> R ound(123.4 7676, 2) R eturns 123 .48</i>">R ound('valu e', 'digit precision' )</span></ a></li> | |
| 854 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="It r eturns one of three values: -1 , 0 or 1. It returns -1 when t he numeric value is negative; it returns 0 if the numeric va lue is zer o; and it returns 1 if the num eric value is positi ve. <br>< /br> <i> Sign(44) Returns 1< /i>">Sign( 'value')</ span></a>< /li> | |
| 855 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the sq uare root of a speci fied numbe r. <br></ br> <i> S qrt(100) R eturns 10< /i>">Sqrt( 'value')</ span></a>< /li> | |
| 856 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the in teger digi ts of the specified Decimal; a ny fractio nal digits are disca rded. <b r></br> <i >Truncate( 2.91) Retu rns 2</i>" >Truncate( 'value')</ span></a>< /li> | |
| 857 | </ul> | |
| 858 | </li> | |
| 859 | < li class ="folder"> <a class=" ui-link">< span>Platf orm Operat ions</span ></a> | |
| 860 | <ul> | |
| 861 | ||
| 862 | ||
| 863 | <li class= "file"><a class="ui- link"><spa n></span>< /a></li> | |
| 864 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 865 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Sales Oper ations *** </span></b ></a></li> | |
| 866 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Conv erts a Sal es Order t o an Invoi ce<br>Retu rns the Gu id of the Invoice. < br></br><i >ConvertSa lesOrderTo Invoice('5 5dd379c-ee 2f-11db-33 33-0800200 c9a55')</i >">Convert SalesOrder toInvoice( 'salesorde rid')</spa n></a></li > | |
| 867 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Conv erts a Quo te to a Sa les Order< br>Returns the Guid of the Sal es Order. <br></br>< i>ConvertQ uoteToSale sorder('44 dd379c-ee2 f-11db-666 6-0800200c 9a55')</i> ">ConvertQ uotetoSale sorder('qu oteid')</s pan></a></ li> | |
| 868 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rate Invoi ce From Op portunity. <br>Return s the Guid of the In voice. <br ></br><i>G enerateInv oiceFromOp portunity( '90dd379c- ee2f-11db- 5555-08002 00c9a55')< /i>">Gener ateInvoice FromOpport unity('opp ortunityid ')</span>< /a></li> | |
| 869 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rate Quote From Oppo rtunity. < br>Returns the Guid of the Quo te. <br></ br><i>Gene rateQuoteF romOpportu nity('90dd 379c-ee2f- 11db-5555- 0800200c9a 55')</i>"> GenerateQu oteFromOpp ortunity(' opportunit yid')</spa n></a></li > | |
| 870 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gene rate Sales Order From Opportuni ty. <br>Re turns the Guid of th e SalesOrd er. <br></ br><i>Gene rateSalesO rderFromOp portunity( '90dd379c- ee2f-11db- 5555-08002 00c9a55')< /i>">Gener ateSalesOr derFromOpp ortunity(' opportunit yid')</spa n></a></li > | |
| 871 | ||
| 872 | ||
| 873 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 874 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 875 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Schedules ***</span> </b></a></ li> | |
| 876 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Star ts the sch edule for the specif ied name. <br></br>< i>StartSch edule('Pro cess All A ccount Rec ords')</i> ">StartSch edule('sch edulename' )</span></ a></li> | |
| 877 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Stop s the sche dule for t he specifi ed name. < br></br><i >StopSched ule('Proce ss All Acc ount Recor ds')</i>"> StopSchedu le('schedu lename')</ span></a>< /li> | |
| 878 | ||
| 879 | ||
| 880 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 881 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 882 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Sharing ** *</span></ b></a></li > | |
| 883 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Shar es a recor d with a u ser. <br>< /br> e.g. Shows how to share a ll privile ges of a c ontact rec ord with a system us er except for the de lete privi lege <br> </br> <i>R ecordShare ('contact' , '873489c -992f-22db -8454-0800 255c9a55', 'systemus er', '8999 89c-992f-2 2db-8454-0 800255c9a5 5', true, true, fals e, true, t rue, true, true)</i> ">RecordSh are('entit ynameofrec ordtoshare ', 'guidof recordtosh are','syst emuser\tea m', 'guido fsystemuse r\team','r eadaccess' , 'writeac cess','del eteaccess, 'assignac cess','sha reaccess', 'appendac cess','app endtoacces s')</span> </a></li> | |
| 884 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Un-s hares a re cord with a user. < br></br> < i>RecordUn Share('con tact', '87 3489c-992f -22db-8454 -0800255c9 a55', 'sys temuser', '899989c-9 92f-22db-8 454-080025 5c9a55')</ i>">Record UnShare('e ntitynameo frecordtou nshare', ' guidofreco rdtounshar e', 'syst emuser\tea m', 'guido fsystemuse r\team')</ span></a>< /li> | |
| 885 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves all sh ares with a record. <br></br> <i> Recor dUnShareAl l('contact ', '873489 c-992f-22d b-8454-080 0255c9a55' )</i>">Rec ordUnShare All('entit ynameofrec ordtounsha re', 'guid ofrecordto unshare')< /span></a> </li> | |
| 886 | ||
| 887 | ||
| 888 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 889 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 890 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** N:N Relati onships ** *</span></ b></a></li > | |
| 891 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the gu id of the related en tity in a N:N relati onship. <b r></br><i> Use the se arch funct ion to see examples. </i>">GetA ssociation RelatedEnt ityReferen ceId()</sp an></a></l i> | |
| 892 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the na me of the N:N relati onship. <b r></br><i> Use the se arch funct ion to see examples. </i>">GetA ssociation Relationsh ipName()</ span></a>< /li> | |
| 893 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves an N:N relations hip betwee n 2 record s. <br></b r><i>DisAs sociateEnt ities('acc ount', '90 dd379c-ee2 f-11db-555 5-0800200c 9a55', 'le ad', '30dd 379c-4444- 11db-8314- 0800200c9a 55', 'new_ accountlea ds')</i>"> DisAssocia teEntities ('entityNa meLeft', ' entityLeft Guid', 'en tityNameRi ght', 'ent ityRightGu id', 'rela tionshipNa me')</span ></a></li> | |
| 894 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes an N:N relations hip betwee n 2 record s. <br></b r><i>Assoc iateEntiti es('accoun t', '90dd3 79c-ee2f-1 1db-5555-0 800200c9a5 5', 'lead' , '30dd379 c-4444-11d b-8314-080 0200c9a55' , 'new_acc ountleads' )</i>">Ass ociateEnti ties('enti tyNameLeft ', 'entity LeftGuid', 'entityNa meRight', 'entityRig htGuid', ' relationsh ipName')</ span></a>< /li> | |
| 895 | ||
| 896 | ||
| 897 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 898 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 899 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Custom Act ions ***</ span></b>< /a></li> | |
| 900 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="SetA ctionOutpu tParameter s <br></br ><i>Use th e search f unction to see examp les.</i>"> SetActionO utputParam eters('par ametername ', 'parame tervalue') </span></a ></li> | |
| 901 | <li cl ass="file" ><a class= "ui-link"> <span clas s="helpId" title="Ex ecutes an Action. < br></br> < i> Execute Action('ne w_approve' ,</br>&nbs p; &n bsp; 'oppo rtunity',< /br> &nbs p; [opport unity.oppo rtunityid] ,</br>&nbs p; &n bsp; SetAt tributeAct ionLookup( 'emailto', 'EntityRe ference', 'systemuse r','77dd37 9c-ee2f-11 db-8314-08 00200c9a55 '),</br>&n bsp; Set AttributeA ction('cre ditlimit', 'Money', '1000')</b r>) </i>"> ExecuteAct ion('actio nname', 'e ntitylogic alname', ' recordid', 'param1', 'param2', 'param3') </span></a ></li> | |
| 902 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Get the action output pa rameter fr om an exec uted actio n. <br></b r><i>Use t he search function t o see exam ples.</i> ">GetActio nOutputPar ameter('ex ecuteactio n', 'outpu tparameter name', 'de faultname' )</span></ a></li> | |
| 903 | ||
| 904 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 905 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 906 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Misc ***</ span></b>< /a></li> | |
| 907 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Exec utes a wor kflow. <b r></br> <i > ExecuteW orkflow('O nboard Pro spect', '3 0dd379c-ee 2f-11db-83 14-0800200 c9a55')</i >">Execute Workflow(' workflowna me', 'reco rdid')</sp an></a></l i> | |
| 908 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Exec utes a rol lup recalc request. Returns th e new fiel d value. <br></br> <i> Calcul ateRollupF ield('acco unt', 'C6F 2159E-4817 -E811-A95A -000D3AB38 4BC', 'op enrevenue' </i>">Calc ulateRollu pField('en tityname', 'recordid ', 'fieldn ame')</spa n></a></li > | |
| 909 | ||
| 910 | ||
| 911 | </ul> | |
| 912 | </li> | |
| 913 | <li cla ss="folder "><a class ="ui-link" ><span>Rec ord Contro l</span></ a> | |
| 914 | <ul> | |
| 915 | ||
| 916 | <li class= "file"><a class="ui- link"><spa n></span>< /a></li> | |
| 917 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 918 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Create s ***</spa n></b></a> </li> | |
| 919 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a reco rd within the system . You ente r the name of the en tity and v alues for all the pr operties y ou want to set. <br> </br> The function w ill return the guid of the cre ated recor d.<br></br > <i> Crea teRecord(' contact',< /br> SetAt tribute('f irstname', 'Bill'),< /br> SetAt tribute('l astname', 'gates'),< /br> SetAt tribute('c reditlimit ', '5000') ,</br> Set Attribute( 'descripti on', '?'), </br> SetA ttributeCu stomer('pa rentcustom erid', 'ac count', '4 50dd379c-e e2f-11db-8 314-080020 0c777', 'M icrosoft') ,</br> Set AttributeL ookup('per ferredsyst emuserid', 'systemus er', '670d d379c-ee2f -11db-8314 -0800200c8 88')) <br> </br>Note 1: Fields of type lo okup need SetAttrib uteLookup( 'fieldname ', 'entity name', 're cordguid') </br>Note 2: Fields of type P artyList n eed SetAtt ributePart yList('fie ldname', ' entityname ', 'partyg uid' , 'pa rtyguid')< /i>">Creat eRecord('e ntityname' , SetAttri bute('attr ibutename' , 'attribu tevalue' ) )</span></ a></li> | |
| 920 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a reco rd from a related lo okup (pare nt) record . <br></br > The func tion will return the guid of t he created record.<b r></br> <i > Create a contact r ecord from the curre nt account record. < br></br> C reateRecor dFromParen t('account ', [accoun t.accounti d], 'conta ct') <br>< /br>Create RecordFrom Parent('ac count', [o pportunity .customeri d], 'conta ct', SetAt tribute('l astname', 'Super Coo l' + UtcDa teTime()), SetAttrib ute('descr iption', ' North52') )</i>">Cre ateRecordF romParent( 'parentrec ordentityn ame', 'par entrecordi d', 'targe tentitynam e' )</span ></a></li> | |
| 921 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="If t he supplie d record g uid exists then the system wil l update t he record else it wi ll create it. <br></ br> You en ter the na me of the entity and then the record gui d that you want to u pdate. If a Create o ccurs the guid of th e new reco rd is retu rned other wise if an update oc curs a NoO p returns. <br></b r> <i> Upd ateCreateR ecord('con tact',</br > [account .primaryac countid],< /br> SetAt tribute('f irstname', 'Bill'),< /br> SetAt tribute('l astname', 'gates'),< /br> SetAt tribute('c reditlimit ', '5000') ,</br> Set Attribute( 'descripti on', '?'), </br> SetA ttribute(' parentcust omerid', ' account.45 0dd379c-ee 2f-11db-83 14-0800200 c777.Micro soft'),</b r> SetAttr ibuteLooku p('perferr edsystemus erid', 'sy stemuser', '670dd379 c-ee2f-11d b-8314-080 0200c888') ) <br></br >Note 1: F ields of t ype lookup need Set AttributeL ookup('fie ldname', ' entityname .recordgui d') </br>N ote 2: Fie lds of typ e PartyLis t need Set AttributeP artyList(' fieldname' , 'entityn ame', 'par tyguid' , 'partyguid ')</i>">Up dateCreate Record('en tityname', 'primaryk eyid', Set Attribute( 'attribute name', 'at tributeval ue' ))</sp an></a></l i> | |
| 922 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a note within th e system. Can also u se this fu nction to add attach ments such as Word d ocs, PDFs, etc. clic k the link below for samples.< br></br> < i> Create Note('MyTi tle', 'acc ount', [ac count.acco untid], 'T his is a n ote...') </i>">Crea teNote('ti tle', 'reg ardingenti tyname', ' regardinge ntityid', 'note')</s pan></a></ li> | |
| 923 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a note within th e system i f the supp lied recor d guid exi sts. Can also use t his functi on to add attachment s such as Word docs, PDFs, etc . click th e link bel ow for sam ples. <br> </br> <i> CreateNo teIfExists ('MyTitle' , 'account ', [accoun t.accounti d], 'This is a note. .') </i>"> CreateNote IfExists(' title', 'r egardingen tityname', 'regardin gentityid' , 'note')< /span></a> </li> | |
| 924 | ||
| 925 | ||
| 926 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 927 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 928 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Delete s ***</spa n></b></a> </li> | |
| 929 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Dele tes a reco rd. <br></ br> Delete the accou nt record with the g uid '30dd3 79c-ee2f-1 1db-8314-0 800200c9a5 5' <br></b r> <i>Dele teRecord(' account', '30dd379c- ee2f-11db- 8314-08002 00c9a55')< /i>">Delet eRecord('e ntityname' , 'guid')< /span></a> </li> | |
| 930 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Dele tes a reco rd if the supplied g uid exists otherwise it does n othing so returns a NoOp. <br> </br> Dele te the acc ount recor d with the guid '30d d379c-ee2f -11db-8314 -0800200c9 a55' <br>< /br><i>Del eteRecordI fExists('a ccount', ' 30dd379c-e e2f-11db-8 314-080020 0c9a55')</ i>">Delete RecordIfEx ists('enti tyname', ' guid')</sp an></a></l i> | |
| 931 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Dele tes a set records. < br></br> F inds all r elated con tact recor ds via a f etch-xml q uery and d eletes the records < br></br> < i>DeleteRe cordsFD('F indRelated Contacts') </i>">Dele teRecordsF D('formula detailname ')</span>< /a></li> | |
| 932 | ||
| 933 | ||
| 934 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 935 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 936 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Update s ***</spa n></b></a> </li> | |
| 937 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Upda tes a reco rd within the system .<br></br> You enter the name of the ent ity and th en the rec ord guid t hat you wa nt to upda te. And af ter this a list of a ll the att ributes yo u want to set. <br> </br> <i> UpdateReco rd('contac t',</br> [ account.pr imaryaccou ntid],</br > SetAttri bute('firs tname', 'B ill'),</br > SetAttri bute('last name', 'ga tes'),</br > SetAttri bute('cred itlimit', '5000'),</ br> SetAtt ribute('de scription' , '?'),</b r> SetAttr ibute('par entcustome rid', 'acc ount', '45 0dd379c-ee 2f-11db-83 14-0800200 c777','Mic rosoft'),< /br> SetAt tributeLoo kup('perfe rredsystem userid', ' systemuser ', '670dd3 79c-ee2f-1 1db-8314-0 800200c888 ')) <br></ br>Note 1: Fields of type look up need S etAttribut eLookup('f ieldname', 'entityna me', 'reco rdguid') < /br>Note 2 : Fields o f type Par tyList nee d SetAttri butePartyL ist('field name', 'en tityname', 'partygui d' , 'part yguid')</i >">UpdateR ecord('ent ityname', 'primaryke yid', SetA ttribute(' attributen ame', 'att ributevalu e' ))</spa n></a></li > | |
| 938 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Upda tes a reco rd within the system if the re cord exist s. <br></b r> You ent er the nam e of the e ntity and then the r ecord guid that you want to up date. If t he record guid is nu ll or empt y nothing will happe n (i.e. No Op returne d) . And a fter this a list of all the at tributes y ou want to set. <br ></br> <i> UpdateRec ordIfExist s('contact ',</br> [a ccount.pri maryaccoun tid],</br> SetAttrib ute('first name', 'Bi ll'),</br> SetAttrib ute('lastn ame', 'gat es'),</br> SetAttrib ute('credi tlimit', ' 5000'),</b r> SetAttr ibute('des cription', '?'),</br > SetAttri buteCustom er('parent customerid ', 'accoun t', '450dd 379c-ee2f- 11db-8314- 0800200c77 7', 'Micro soft'),</b r> SetAttr ibuteLooku p('perferr edsystemus erid', 'sy stemuser', '670dd379 c-ee2f-11d b-8314-080 0200c888') ) <br></br >Note 1: F ields of t ype lookup need Set AttributeL ookup('fie ldname', ' entityname ', 'record guid') </b r>Note 2: Fields of type Party List need SetAttribu tePartyLis t('fieldna me', 'enti tyname', ' partyguid' , 'partyg uid')</i>" >UpdateRec ordIfExist s('entityn ame', 'pri marykeyid' , SetAttri bute('attr ibutename' , 'attribu tevalue' ) )</span></ a></li> | |
| 939 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the entit y target p roperty ba g within t he pre-ope ration sta ge. <br></ br> <i> S etEntityTa rgetRecord (</br> Set Attribute( 'firstname ', 'Bill') ,</br> Set Attribute( 'lastname' , 'gates') ,</br> Set Attribute( 'creditlim it', '5000 '),</br> S etAttribut e('descrip tion', '?' ),</br> S etAttribut eLookup('p erferredsy stemuserid ', 'system user', '67 0dd379c-ee 2f-11db-83 14-0800200 c888')) <b r></br>Not e 1: Field s of type lookup ne ed SetAttr ibuteLooku p('fieldna me', 'enti tyname', ' recordguid ') </br>No te 2: Fiel ds of type PartyList need SetA ttributePa rtyList('f ieldname', 'entityna me', 'part yguid' , ' partyguid' )</i>">Set EntityTarg etRecord(S etAttribut e('attribu tename', ' attributev alue' ))</ span></a>< /li> | |
| 940 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Bulk updates a ll activit y parties in a colle ction.<br> </br>Typic ally used on activit ies such a s Appointm ent to bul k update a ll require d attendee s.<br></br > <i>Updat eActivityP artyBulk([ appointmen t.required attendees] , 'account .contact', 'lastused incampaign .'+[appoin tment.modi fiedon])</ i><br></br >Note an e mpty strin g can be p assed on t he second parameter to indicat e all acti vity party types</i> ">UpdateAc tivityPart yBulk('Act ivityParty Collection ', 'activi typartytyp e', SetAtt ribute('at tributenam e', 'attri butevalue' ))</span>< /a></li> | |
| 941 | ||
| 942 | <li class ="file"><a class="ui -link"><sp an></span> </a></li> | |
| 943 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 944 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Helper Functions ***</span ></b></a>< /li> | |
| 945 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="When using the CreateRec ord or Upd ateRecord functions this funct ion allows you to se t the stat us and sta tus reason fields. < br></br><i >SetAttrib uteStatus( '1', '5')< /i>">SetAt tributeSta tus('statu s', 'statu sreason')< /span></a> </li> | |
| 946 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="When using the CreateRec ord or Upd ateRecord functions this funct ion allows you to se t most fie ld types e xcept for the other specfic Se tAttribute helper fu nctions. < br></br> < i>SetAttri bute('desc ription', 'The quick fox')</i> ">SetAttri bute('fiel dname', 'f ieldvalue' )</span></ a></li> | |
| 947 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="When using the UpdateEnt ityNative function t his functi on allows you to set native fi eld types. <br></br> <i>Update EntityNati ve( GetVar ('Lead'), SetAttribu teNative(' accountid' , FindReco rdsValueNa tive(GetVa r('Matched Lead'), 'a ccountid' )) )</i>"> SetAttribu teNative(' fieldname' , 'fieldva lue')</spa n></a></li > | |
| 948 | ||
| 949 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="When using the CreateRec ord or Upd ateRecord functions this funct ion allows you to se t fields o f type loo kup. <br>< /br> <i>Se tAttribute Lookup('ac countid', 'account', '30dd379c -4444-11db -8314-0800 200c9a55') </i>">SetA ttributeLo okup('fiel dname', 'e ntitylogic alname', ' guid')</sp an></a></l i> | |
| 950 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="When using the CreateRec ord or Upd ateRecord functions this funct ion allows you to se t fields o f type par tylist. <b r></br> <i >SetAttrib utePartyLi st('to', ' systemuser ', '30dd37 9c-4444-11 db-8314-08 00200c9a55 ', '88dd37 9c-7777-11 db-9999-08 00200c9a55 ') See xR M Sample 8 1 <br></br >SetAttrib utePartyLi st('to', ' systemuser ', '30dd37 9c-4444-11 db-8314-08 00200c9a55 ,88dd379c- 7777-11db- 9999-08002 00c9a55') See xRM S ample 96 < br></br>Se tAttribute PartyList( 'to', 'sys temuser', 'entitycol lection', 'field_ref erence_fro m_entityco llection') See xRM S ample 24</ i>">SetAtt ributePart yList('fie ldname', ' entitylogi calname', 'guid', 'g uid')</spa n></a></li > | |
| 951 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="When using the CreateRec ord or Upd ateRecord functions this funct ion allows you to se t fields o f type cus tomer. <br ></br> <i> SetAttribu teCustomer ('accounti d', 'accou nt', '30dd 379c-4444- 11db-8314- 0800200c9a 55', 'Micr osoft')</i >">SetAttr ibuteCusto mer('field name', 'en titylogica lname', 'g uid', 'rec ordname')< /span></a> </li> | |
| 952 | ||
| 953 | </ul> | |
| 954 | </li> | |
| 955 | <li cl ass="folde r"><a clas s="ui-link "><span>Re gex</span> </a> | |
| 956 | <ul> | |
| 957 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Searches the speci fied 'stri ng' for th e first oc currence o f the regu lar expres sion speci fied in th e 'regex' parameter. <br></br> <i> Rege xMatch('^a bc', «abcd efg») Retu rns abc</i >">RegexMa tch('strin g', «regex »)</span>< /a></li> | |
| 958 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f the defi ned 'regex ' pattern has a matc h within t he specifi ed 'string ' else fal se. <br></ br> <i> R egexIsMatc h('abcdefg ', «^abc») Returns True</i>" >RegexIsMa tch('strin g', «regex »)</span>< /a></li> | |
| 959 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a stri ng which i s the 'str ing' but r eplaces al l regex ma tches of ' regextofin d' with 'r egextorepl ace'. <br> </br> <i> RegexRepl ace('01234 56789', «( \d{3})(\d{ 3})(\d{4}) », «($1) $ 2-$3») Re turns (012 ) 345 6789 </i>">Rege xReplace(' string', « regextofin d», «regex toreplace» )</span></ a></li> | |
| 960 | ||
| 961 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 962 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 963 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Extrac t Samples ***</span> </b></a></ li> | |
| 964 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Extr act the fi rst 3 digi ts from a string">Re gexMatch(' abc1234def ', «\d\d\d »)</span>< /a></li> | |
| 965 | ||
| 966 | <li clas s="file">< a class="u i-link"><s pan title= "CleanSamp les">*** C leaning Sa mples ***< /span></a> </li> | |
| 967 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves all di gits from a string"> RegexRepla ce('string input', «\ d», '')</s pan></a></ li> | |
| 968 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves all ch aracters f rom a stri ng to only leave dig its">Regex Replace('s tringinput ', «\D», ' ')</span>< /a></li> | |
| 969 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves duplic ate white space (tab s, newline s, spaces, etc,) fro m a string ">RegexRep lace('stri nginput', «\s+», ' ' )</span></ a></li> | |
| 970 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves all no n-ascii ch aracters f rom a stri ng">RegexR eplace('st ringinput' , «[^\u000 0-\u007F]» , '')</spa n></a></li > | |
| 971 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves all no n-ascii ch aracters a nd ascii c ontrol cha racters fr om a strin g">RegexRe place('str inginput', «[^\u0020 -\u007F]», '')</span ></a></li> | |
| 972 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves everth ing except alpahnume ric ascii characters from a st ring">Rege xReplace(' stringinpu t', «[^A-Z a-z0-9]», '')</span> </a></li> | |
| 973 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves all no n-alphanum eric charc ters excep t @, - (a dash), . ( a period)" >RegexRepl ace('strin ginput', « [^\w\.@-]» , '')</spa n></a></li > | |
| 974 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Form ats a US t elephone n umber">Reg exReplace( 'US teleph one number ', «(\d{3} )(\d{3})(\ d{4})», «( $1) $2-$3» )</span></ a></li> | |
| 975 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Form ats a US t elephone n umber with extension s">RegexRe place('US telephone number', « ^\D*(\d)\D *(\d)\D*(\ d)\D*(\d)\ D*(\d)\D*( \d)\D*(\d) \D*(\d)\D* (\d)\D*(\d )\D*(\d{2, })$», «+1 ($1$2$3) $ 4$5$6-$7$8 $9$10 Ext $11»)</spa n></a></li > | |
| 976 | ||
| 977 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 978 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 979 | <li clas s="file">< a class="u i-link"><b ><span tit le="Valida tionSample s">*** Val idation Sa mples ***< /span></b> </a></li> | |
| 980 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates an e mail addre ss">RegexI sMatch('Em ail addres s', «^[\w- ]+(\.[\w-] +)*@([a-z0 -9-]+(\.[a -z0-9-]+)* ?\.[a-z]{2 ,6}|(\d{1, 3}\.){3}\d {1,3})(:\d {4})?$»)</ span></a>< /li> | |
| 981 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates an U ri">RegexI sMatch('Ur i', «(http |ftp|https ):\/\/[\w\ -_]+(\.[\w \-_]+)+([\ w\-\.,@?^= %&:/~\ +#]*[\w\-\ @?^=%& /~\+#])?») </span></a ></li> | |
| 982 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates any whole or d ecimal num ber">Regex IsMatch('A ny whole o r decimal number', « ^([0-9]*|\ d*\.\d{1}? \d*)$»)</s pan></a></ li> | |
| 983 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates US C urrency">R egexIsMatc h('US Curr ency', «^\ $(\d{1,3}( \,\d{3})*| (\d+))(\.\ d{2})?$»)< /span></a> </li> | |
| 984 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates one numeric di git">Regex IsMatch('O ne numeric digit', « ^\d$»)</sp an></a></l i> | |
| 985 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates a pe rcentage t o 2 decima l places"> RegexIsMat ch('A perc entage to 2 decimal places ', «^( 100(?: \.0{1,2})? | 0*?\.\d {1,2} | \d {1,2}(?:\. \d{1,2})? )% $»)</sp an></a></l i> | |
| 986 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates a pa ssword mus t be at le ast 8 char acters, no more than 15 charac ters, and must inclu de at leas t one uppe r case let ter, one l ower case letter, an d one nume ric digit" >RegexIsMa tch('A pas sword must be at lea st 8 chara cters, no more than 15 charact ers, and m ust includ e at least one upper case lett er, one lo wer case l etter, and one numer ic digit', «^(?=.*\d )(?=.*[a-z ])(?=.*[A- Z]).{8,15} $»)</span> </a></li> | |
| 987 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates a UK vehicle r egistratio n">RegexIs Match('A U K vehicle registrati on', «^([A -Z]{3}\s?( \d{3}|\d{2 }|d{1})\s? [A-Z])|([A -Z]\s?(\d{ 3}|\d{2}|\ d{1})\s?[A -Z]{3})|(( [A-HK-PRSV WY][A-HJ-P R-Y])\s?([ 0][2-9]|[1 -9][0-9])\ s?[A-HJ-PR -Z]{3})$») </span></a ></li> | |
| 988 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates alph a numberic values">R egexIsMatc h('Alpha n umberic va lues', «^[ a-zA-Z0-9] +$»)</span ></a></li> | |
| 989 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates a UK National Insurance Number">Re gexIsMatch ('A UK Nat ional Insu rance Numb er', «^[A- CEGHJ-PR-T W-Z]{1}[A- CEGHJ-NPR- TW-Z]{1}[0 -9]{6}[A-D FM]{0,1}$» )</span></ a></li> | |
| 990 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates cred it card nu mbers">Reg exIsMatch( 'Credit ca rd numbers ', «^((4\d {3})|(5[1- 5]\d{2})|( 6011))-?\d {4}-?\d{4} -?\d{4}|3[ 4,7]\d{13} $»)</span> </a></li> | |
| 991 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates US t elephone n umbers">Re gexIsMatch ('US telep hone numbe rs', «^[01 ]?[- .]?\( ?[2-9]\d{2 }\)?[- .]? \d{3}[- .] ?\d{4}$»)< /span></a> </li> | |
| 992 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates US Z ip Codes"> RegexIsMat ch('US Zip Codes', « (^(?!0{5}) (\d{5})(?! -?0{4})(-? \d{4})?$)» )</span></ a></li> | |
| 993 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates Germ an Post Co des">Regex IsMatch('G erman Post Codes', « \b((?:0[1- 46-9]\d{3} )|(?:[1-35 7-9]\d{4}) |(?:[4][0- 24-9]\d{3} )|(?:[6][0 13-9]\d{3} ))\b»)</sp an></a></l i> | |
| 994 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates UK P ost Codes" >RegexIsMa tch('UK Po st Codes', «^([A-PR- UWYZ0-9][A -HK-Y0-9][ AEHMNPRTVX Y0-9]?[ABE HMNPRVWXY0 -9]? {1,2} [0-9][ABD- HJLN-UW-Z] {2}|GIR 0A A)$»)</spa n></a></li > | |
| 995 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates UK T elephone N umber">Reg exIsMatch( 'UK Teleph one Number ', «(\s*\( ?0\d{4}\)? (\s*|-)\d{ 3}(\s*|-)\ d{3}\s*)|( \s*\(?0\d{ 3}\)?(\s*| -)\d{3}(\s *|-)\d{4}\ s*)|(\s*(7 |8)(\d{7}| \d{3}(\-|\ s{1})\d{4} )\s*)»)</s pan></a></ li> | |
| 996 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates US T elephone N umber">Reg exIsMatch( 'US Teleph one Number ', «^([0-9 ]( |-)?)?( \(?[0-9]{3 }\)?|[0-9] {3})( |-)? ([0-9]{3}( |-)?[0-9] {4}|[a-zA- Z0-9]{7})$ »)</span>< /a></li> | |
| 997 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates date of birth (MM/DD/YYY Y)">RegexI sMatch('Da te of birt h (MM/DD/Y YYY)', «^( (0?[1-9]|1 [012])[- / .](0?[1-9] |[12][0-9] |3[01])[- /.](19|20) ?[0-9]{2}) *$»)</span ></a></li> | |
| 998 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates for digits onl y">RegexIs Match('Dig its only', «^[0-9]*$ »)</span>< /a></li> | |
| 999 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Vali dates US s ocial secu rity numbe rs">RegexI sMatch('US social se curity num ber', «/^( [0-9]{3}[- ]*[0-9]{2} [-]*[0-9]{ 4})*$/»)</ span></a>< /li> | |
| 1000 | </ul> | |
| 1001 | </li> | |
| 1002 | <li class="fo lder"><a c lass="ui-l ink"><span >Native Fi elds</span ></a> | |
| 1003 | <ul> | |
| 1004 | ||
| 1005 | <li class= "file"><a class="ui- link"><spa n></span>< /a></li> | |
| 1006 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1007 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Party Lists ***< /span></b> </a></li> | |
| 1008 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets a party r ecord id f rom a part ylist. <br ></br> <i> GetPartyL istItemId( [phone.fro m], 0) Ret urns '30dd 379c-ee2f- 11db-8314- 0800200c9a 55'</i>">G etPartyLis tItemId('p artylist', 'index')< /span></a> </li> | |
| 1009 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets a party r ecord type from a pa rtylist. < br></br> < i> GetPart yListItemT ype([phone .from], 0) Returns ' contact'</ i>">GetPar tyListItem Type('part ylist', 'i ndex')</sp an></a></l i> | |
| 1010 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets a party r ecord name from a pa rtylist. < br></br> < i> GetPart yListItemN ame([phone .from], 0) Returns ' John Grace '</i>">Get PartyListI temName('p artylist', 'index')< /span></a> </li> | |
| 1011 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the count of the th e number o f parties in a party list.<br> </br> <i> GetPartyLi stCount([p hone.from] ) Returns 3</i>">Get PartyListC ount('part ylist')</s pan></a></ li> | |
| 1012 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Comb ines multi ple SetPar tList to a single co mbined lis t. Used wh en you nee d to mix t he underly ing entity types.<br ></br> <i> SetParty ListCombin ed(SetPart yList('acc ount','630 dd379c-ee2 f-11db-831 4-0800200c 9a5', '895 dd379c-ee2 f-11db-831 4-0800200c 6t6'),SetP artyList(' contact',' 450dd379c- ee2f-11db- 8314-08002 00c777'))< /i>">SetPa rtyListCom bined(SetP artyList(' entityname ','guident ity','guid entity'), SetPartyLi st('entity name','gui dentity',' guidentity '))</span> </a></li> | |
| 1013 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets values fo r a field of type Pa rty List. <br></br> Sets the party list field to 2 accounts as define d by the 2 account g uids.<br>< /br> <i> S etPartyLis t('account ','630dd37 9c-ee2f-11 db-8314-08 00200c9a5' , '895dd37 9c-ee2f-11 db-8314-08 00200c6t6' )</i>">Set PartyList( 'entitynam e','guiden tity','gui dentity')< /span></a> </li> | |
| 1014 | ||
| 1015 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1016 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1017 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Misc * **</span>< /b></a></l i> | |
| 1018 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the targe t property of a form ula when i t is of ty pe custome r. <br></b r> <i> Set CustomerLo okup('acco unt', '630 dd379c-ee2 f-11db-831 4-0800200c 9a5', 'Mic rosoft')</ i>">SetCus tomerLooku p('entityn ame', 'gui d', 'Prima ry Field T ext')</spa n></a></li > | |
| 1019 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the targe t property of a form ula when i t is of ty pe lookup. <br></br> Set a loo kup with j ust the gu id when th e target p roperty da tatype is a lookup a nd not a R egarding f ield. <br> </br> <i> SetLookup ('630dd379 c-ee2f-11d b-8314-080 0200c9a5') </i>">SetL ookup('gui d')</span> </a></li> | |
| 1020 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the owner field of a record t o a team r epresented by the gu id. Only t o be used with formu las of typ e Save To Current Re cord. <br> </br><i>Se tOwnerTeam ('630dd379 c-ee2f-11d b-8314-080 0200c9a5') </i>">SetO wnerTeam(' guid')</sp an></a></l i> | |
| 1021 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the owner field of a record t o a user r epresented by the gu id. Only t o be used with formu las of typ e Save To Current Re cord.<br>< /br><i>Set OwnerUser( '630dd379c -ee2f-11db -8314-0800 200c9a5')< /i>">SetOw nerUser('g uid')</spa n></a></li > | |
| 1022 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the targe t property of a form ula when i t is of ty pe lookup but is a r egarding f ield.<br>< /br> <i> SetRegardi ngLookup(' account', '630dd379c -ee2f-11db -8314-0800 200c9a5', 'Microsoft ')</i>">Se tRegarding Lookup('en tityname', 'guid', ' Primary Fi eld Text') </span></a ></li> | |
| 1023 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the state and statu s of a rec ord within Dynamics CRM. Only to be used with form ulas of ty pe Save To Current R ecord. <br ></br><i>S etState(2, 6)</i>">Se tState(sta te,status) </span></a ></li> | |
| 1024 | </ul> | |
| 1025 | </li> | |
| 1026 | <li class="fo lder"><a c lass="ui-l ink"><span >String</s pan></a> | |
| 1027 | <ul> | |
| 1028 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="The AppendForm at functio n takes a base strin g and a se cond strin g of comma , separate d values w hich it us es to gene rate a set of string s.<br></br > <i> Ap pendFormat ('Value = {0}', 'Dec ision Make r,Champion ') Retu rns 'Value ='Decision Maker' </ br>'Value= 'Champion' </i>">Appe ndFormat(' inputstrin g', param[ 0],param[1 ],param[n] )</span></ a></li> | |
| 1029 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a Base 64 encodin g of a str ing. <br>< /br><i>Bas e64Encode( 'The quick brown fox ')</i>">Ba se64Encode ('inputstr ing')</spa n></a></li > | |
| 1030 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a Base 64 decodin g of a str ing. <br>< /br><i>Bas e64Decode( 'The quick brown fox ')</i>">Ba se64Decode ('inputstr ing')</spa n></a></li > | |
| 1031 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Capi talize the first let ter in a s tring. <br ></br> <i> Capital ize('micro soft') Ret urns 'Micr osoft'</i> ">Capitali ze('inputs tring')</s pan></a></ li> | |
| 1032 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f the 'str ingtofind' is found in the 'st ring' para meter. <b r></br> <i > Contain s('Formula Manager', 'Man') Ret urns True< /i>">Conta ins('input string', ' stringtofi nd')</span ></a></li> | |
| 1033 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a comp ressed str ing. <br>< /br><i>Com press('The quick bro wn fox')</ i>">Compre ss('inputs tring')</s pan></a></ li> | |
| 1034 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the nu mber of ch aracters t hat make u p a string . Can also count the number of specific characters in a stri ng. <br></ br> <i> CountChara cters('For mula') Re turns 7</i ><br></br> <i> Cou ntCharacte rs('John,A nthony,Aid an', ',') Returns 2 </i>">Coun tCharacter s('inputst ring')</sp an></a></l i> | |
| 1035 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the nu mber of oc currences of a strin g in a str ing <br></ br> <i> CountOccur rences('No rth52 Form ula', 'o') Returns 2</i>">Cou ntOccurren ces('input string', ' stringtofi nd')</span ></a></li> | |
| 1036 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a deco mpressed s tring. <br ></br><i>D ecompress( 'The quick brown fox ')</i>">De compress(' inputstrin g')</span> </a></li> | |
| 1037 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f one stri ng ends wi th another . <br></br > <i> End sWith('mic rosoft', ' oft') Retu rns 'True' </i>">Ends With('inpu tstring', 'endstring ')</span>< /a></li> | |
| 1038 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Conv erts a str ing to its escaped r epresentat ion. <br> </br> <i> EscapeDat aString('i nputstring ') </i>">E scapeDataS tring('inp utstring') </span></a ></li> | |
| 1039 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Conv erts a URI string to its escap ed represe ntation. <br></br> <i> Escap eUriString ('uri') </ i>">Escape UriString( 'url')</sp an></a></l i> | |
| 1040 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a Guid . <br></b r> <i> Ge nerateGuid () Returns '630dd379 c-ee2f-11d b-8314-080 0200c9a5'< /i>">Gener ateGuid()< /span></a> </li> | |
| 1041 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a para meter from a URL. < br></br> < i> GetPar amFromUrl( 'http://cr m/main.asp x?etc=1&am p;id=630dd 379c-ee2f- 11db-8314- 0800200c9a 5&page type=entit yrecord', 'id') Retu rns '630dd 379c-ee2f- 11db-8314- 0800200c9a 5'</i>">Ge tParamFrom Url('url', 'paramete r')</span> </a></li> | |
| 1042 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the po sition in 'string' w here the f irst insta nce on 'st ringtofind ' was loca ted starti ng at a po sition of 'startinde x' in the 'string pa remeter. < br></br> < i> IndexO f('Formula Manager', 'Man', 0) Returns 9 </i>">Inde xOf('input string', ' stringtofi nd', 'star tindex')</ span></a>< /li> | |
| 1043 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Inse rts one st ring into another at a positio n. <br></ br> <i> In sert('The cat',4 'bl ack ' ) Re turns 'The black cat '</i>">Ins ert('input string', p osition, ' insertstri ng')</span ></a></li> | |
| 1044 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Chec ks if a st ring is an Integer. <br></br> <i> IsInt eger('52') Returns t rue</i>">I sInteger(' inputstrin g')</span> </a></li> | |
| 1045 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Chec ks if a st ring is an Decimal. <br></br> <i> IsDec imal('52.5 2' ) Retur ns true</i >">IsDecim al('inputs tring')</s pan></a></ li> | |
| 1046 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Chec ks if a st ring only contains l etters. < br></br> < i> IsAlpha ('North') Returns tr ue</i>">Is Alpha('inp utstring') </span></a ></li> | |
| 1047 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Chec ks if a st ring only contains l etters or numbers. <br></br> <i> IsAlph aNumeric(' North52' ) Returns t rue</i>">I sAlphaNume ric('input string')</ span></a>< /li> | |
| 1048 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the le ft number of charact ers in a s tring. <b r></br> <i > Left('m icrosoft', 5) Return s 'Micro'< /i>">Left( 'inputstri ng', 'numb erofcharac ters')</sp an></a></l i> | |
| 1049 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Conv erts all s tring elem ents to lo wer case. <br></br> <i> Lower ('Formula' ) Returns formula</ i>">Lower( 'inputstri ng')</span ></a></li> | |
| 1050 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a MD5 hash of a string. <b r></br><i> MD5('The q uick brown fox')</i> ">MD5('inp utstring') </span></a ></li> | |
| 1051 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Puts a number of string characters to the le ft of an i nput strin g based on overall l ength. <br ></br> <i> PadLeft( '1', 4, '0 ') Returns '0001'</i >">PadLeft ('inputstr ing', tota lLength, ' charToPad' )</span></ a></li> | |
| 1052 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Puts a number of string characters to the ri ght of an input stri ng based o n overall length. <b r></br> <i > PadRigh t('1', 4, '0') Retur ns '1000'< /i>">PadRi ght('input string', t otalLength , 'charToP ad')</span ></a></li> | |
| 1053 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a new string in which all occurrence s of a spe cified str ing in the 'inputstr ing' are r eplaced wi th another specified string. <br></br> <i> Repl ace('Formu la Manager Rocks', ' Rocks', 'i s great') Returns 'F ormula Man ager is gr eat'</i>"> Replace('i nputstring ', 'string tobereplac ed', 'repl acementstr ing')</spa n></a></li > | |
| 1054 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a new string in which all occurrence s of a spe cified lis t of strin gs in the 'inputstri ng' are re placed wit h another specified string. < br></br> < i> Repla ceMultiple ('Weird Re ference Fo rmula Mana ger Rocks' , 'Weird,R eference', '') Retur ns 'Formul a Manager Rocks'</i> ">ReplaceM ultiple('i nputstring ', 'csv_li st_stringt obereplace d', 'repla cementstri ng')</span ></a></li> | |
| 1055 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a new string in which the first occu rrence of a specifie d string i n the 'inp utstring' are replac ed with an other spec ified stri ng. <br>< /br> <i> ReplaceFi rstOccurre nce('Formu la Rocks M anager Roc ks', 'Rock s', 'is gr eat') Retu rns 'Formu la is grea t Manager Rocks'</i> ">ReplaceF irstOccurr ence('inpu tstring', 'stringtob ereplaced' , 'replace mentstring ')</span>< /a></li> | |
| 1056 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a new string in which the last occur rence of a specified string in the 'inpu tstring' a re replace d with ano ther speci fied strin g. <br></ br> <i> ReplaceLas tOccurrenc e('Formula Rocks Man ager Rocks ', 'Rocks' , 'is grea t') Return s 'Formula Rocks Man ager is gr eat'</i>"> ReplaceLas tOccurrenc e('inputst ring', 'st ringtobere placed', ' replacemen tstring')< /span></a> </li> | |
| 1057 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves a numb er of char acters fro m a string at a star ting posit ion. <br> </br> <i> Remove('mi crosoft',4 ,2) Return s 'microft '</i>">Rem ove('input string', ' startposti on', 'numb erofcharac terstoremo ve')</span ></a></li> | |
| 1058 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the ri ght number of charac ters in a string. < br></br> < i> Right( 'microsoft ', 4) Retu rns 'soft' </i>">Righ t('inputst ring', num berofchara cters)</sp an></a></l i> | |
| 1059 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Reve rse the co ntents of a string. <br></br> <i> Reve rse('Formu la') Retu rns alumro F</i>">Rev erse('inpu tstring')< /span></a> </li> | |
| 1060 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a SHA1 hash of a string. < br></br><i >SHA1('The quick bro wn fox')</ i>">SHA1(' inputstrin g')</span> </a></li> | |
| 1061 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs tring from a string between a start and end positi on. <br></ br> <i> S lice('micr osoft', 2, 4) Return s 'cr'</i> ">Slice('i nputstring ', 'start' , 'end')</ span></a>< /li> | |
| 1062 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a subs tring base d on a spl it charact er and ind ex. <br></ br> <i> S plit('micr osoft.nort h52.ibm', '.', 1) Re turns 'nor th52'</i>" >Split('in putstring' , 'chartos plit', 'in dex')</spa n></a></li > | |
| 1063 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f one stri ng starts with anoth er. <br></ br> <i> St artsWith(' microsoft' , 'mic') R eturns 'Tr ue'</i>">S tartsWith( 'inputstri ng', 'star tstring')< /span></a> </li> | |
| 1064 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Conc ats many s trings tog ether <br> </br> <i> StringCo ncat('Nort h52 ', 'BP A ', 'Rock s') Return s 'North52 BPA Rocks '</i>">Str ingConcat( 'param[0]' ,'param[1] ','param[n ]')</span> </a></li> | |
| 1065 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Take s a string and inser ts the val ues with t he params when it ru n. <br></b r> <i> S tringForma t('Formula {0} Manag er', 'Rock s') Return s 'Formula Rocks Man ager'</i>" >StringFor mat('input string', ' param[0]', 'param[1]' ,'param[n] ')</span>< /a></li> | |
| 1066 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a stri ng that is made up f rom the pa rameter st rings and delimited by the Del imiter. <b r></br> <i > String Join(',' , 'One', 'T wo', 'Thre e') Return s 'One, Tw o, Three'< /i>">Strin gJoin('Del imiter', ' param[0]', 'param[1]' ,'param[n] ')</span>< /a></li> | |
| 1067 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns part o f the inpu t string b ased on a start posi tion and l ength. <b r></br> <i > Substr ing('Formu la Manager ', 8, 7) R eturns 'Ma nager'</i> ">Substrin g('inputst ring', sta rtposition , length)< /span></a> </li> | |
| 1068 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Conv erts all s tring elem ents to up per case. <br></br> <i> Uppe r('Formula ') Return s FORMULA< /i>">Upper ('inputstr ing')</spa n></a></li > | |
| 1069 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a stri ng represe ntation of any numbe r, decimal , currency or boolea n value. A n optional format ma y also be applied. G oogle 'MSD N ToString Formattin g' for fur ther detai ls. <br></ br> <i> To String(99) Returns ' 99' <br></ br> ToStr ing(LocalD ate(), 'MM M-yyyy') R eturns 'DE C-2011'</i >">ToStrin g('valueto convert', 'format')< /span></a> </li> | |
| 1070 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Conv erts the f irst chara cter of a word to up percase an d the rest to lower case. <br> </br> <i> ToTitleCa se('the qu ick brown fox') Retu rns 'The Q uick Brown Fox'</i>" >ToTitleCa se('inputs tring')</s pan></a></ li> | |
| 1071 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves all oc currences of a set o f specifie d characte rs from th e beginnin g and end of the str ing. <br>< /br> <i> Trim(' Mic rosoft Roc ks _', ' ' , '_') Ret urns 'Micr osoft Rock s'</i>">Tr im('inputs tring', 'p aram[0]',' param[1]', 'param[n]' )</span></ a></li> | |
| 1072 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Trim Start <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">TrimSt art('input string', ' char1', 'c har2')</sp an></a></l i> | |
| 1073 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Trim End <br></ br><i>Use the search function to see exa mples.</i> ">TrimEnd( 'inputstri ng', 'char 1', 'char2 ')</span>< /a></li> | |
| 1074 | </ul> | |
| 1075 | </li> | |
| 1076 | <li class="fol der"><a cl ass="ui-li nk"><span> System</sp an></a> | |
| 1077 | <ul> | |
| 1078 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1079 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1080 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Data Check s ***</spa n></b></a> </li> | |
| 1081 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f all of t he 'fieldt ocheck' ar guments co ntains dat a. <br></b r> <i> Co ntainsData ([account. descriptio n]) Retur ns True</i >">Contain sData('fie ldtocheck1 ', 'fieldt ocheck2')< /span></a> </li> | |
| 1082 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f all of t he 'fieldt ocheck' ar guments co ntains dat a and are not zero. <br></br> <i> Conta insDataAnd NotZero([a ccount.des cription]) Returns True</i>"> ContainsDa taAndNotZe ro('fieldt ocheck', ' fieldtoche ck2')</spa n></a></li > | |
| 1083 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f all of t he 'fieldt ocheck' ar guments do not conta in data. <br></br> <i> DoesNo tContainDa ta([accoun t.descript ion]) Ret urns True< /i>">DoesN otContainD ata('field tocheck1', 'fieldtoc heck2')</s pan></a></ li> | |
| 1084 | ||
| 1085 | ||
| 1086 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1087 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1088 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Source Property Bag ***</s pan></b></ a></li> | |
| 1089 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the co ntents of the Source Entity gi ven the at tribute na me</i>">Ge tSourcePro perty('att ributename ', 'defaul tvalue')</ span></a>< /li> | |
| 1090 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a CSV list of th e fields t hat have c hanged on the source entity</i >">GetSour ceChangeLi st()</span ></a></li> | |
| 1091 | ||
| 1092 | ||
| 1093 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1094 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1095 | <li clas s="file">< a class="u i-link"><b ><span tit le="Extrac tSamples"> *** Have F ields ***< /span></b> </a></li> | |
| 1096 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns back T rue if the specified field(s) were in th e original trigger f or this op eration.<b r></br><i> HaveFields Triggered( 'name', 'd escription ', 'amount ')</i>">Ha veFieldsTr iggered('f ield1', 'f ield2')</s pan></a></ li> | |
| 1097 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns back T rue if the specified field(s) have all h ad changes in their values<br> </br><i>Ha veFieldsCh anged('[ac count.name ]', '[acco unt.descri ption]')</ i>">HaveFi eldsChange d('field1' , 'field2' )</span></ a></li> | |
| 1098 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns back T rue if the specified field(s) were NOT i n the orig inal trigg er for thi s operatio n.<br></br ><i>HaveFi eldsNotTri ggered('na me', 'desc ription', 'amount')< /i>">HaveF ieldsNotTr iggered('f ield1', 'f ield2')</s pan></a></ li> | |
| 1099 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns back T rue if the specified field(s) have NOT a ll had cha nges in th eir values <br></br>< i>HaveFiel dsNotChang ed('[accou nt.name]', '[account .descripti on]')</i>" >HaveField sNotChange d('field1' , 'field2' )</span></ a></li> | |
| 1100 | ||
| 1101 | ||
| 1102 | ||
| 1103 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1104 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1105 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Security * **</span>< /b></a></l i> | |
| 1106 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f a user h as a certa in privile ge.<br></b r> <i> Doe sUserHaveP rivilege(W hoAmI(), ' prvCreatea ccount') r eturns tru e </i>">Do esUserHave Privilege( 'userid', 'privilege name')</sp an></a></l i> | |
| 1107 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a comm a seperate d list of a users ro les. <br>< /br> <i> GetUserRol es(WhoAmI( ))<br></br > Returns System Adm inistrator , Customer Service R epresentat ive</i>">G etUserRole s('userid' )</span></ a></li> | |
| 1108 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a comm a seperate d list of a users te ams. <br>< /br> <i> GetUserTea ms(WhoAmI( ))<br></br > Returns Sales Team , CSR Team </i>">GetU serTeams(' userid')</ span></a>< /li> | |
| 1109 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f the user is in the list of s ecurity ro les otherw ise false. <br></br> <i> IsUse rInSecurit yRoles(Who AmI(), 'Sy stem Admin istrator', 'Salesper son')<br>< /br> Retur ns true</i >">IsUserI nSecurityR oles('user id', 'secu rityrole1' , 'securit yrole2')</ span></a>< /li> | |
| 1110 | ||
| 1111 | ||
| 1112 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1113 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1114 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Teams ***< /span></b> </a></li> | |
| 1115 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ve users f rom a Acce ss team < br></br><i >RemoveUse rsFromAcce ssTeam('op portunity' , [opportu nity.oppor tunityid], WhoAmI(), 'Opportu nity Sales Team Temp late')</i> ">RemoveUs ersFromAcc essTeam('r ecordentit yname', 'r ecordid', 'userid', 'teamtempl atename')< /span></a> </li> | |
| 1116 | <li cl ass="file" ><a class= "ui-link"> <span clas s="helpId" title="Re move users from a te am. <br></ br><i>Remo veUsersFro mTeam('Tea mOne', Fi ndListValu esEx(WhoAm I(), '5192 14AE-0360- E711-80DC- 3863BB354C 10') ) <b r></br>Rem oveUsersFr omTeam('Te amOne', Fi ndListValu esEx(FindR ecords('sy stemuser', 'lastname' ,'grace',S etFindSele ct('system userid'),' 50','true' ), 'system userid'))< /i>">Remov eUsersFrom Team('team name', 'us ers')</spa n></a></li > | |
| 1117 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Add users to a team. <br ></br><i>A ddUsersToT eam('TeamO ne', FindL istValuesE x(WhoAmI() , '519214A E-0360-E71 1-80DC-386 3BB354C10' ))<br></br > AddUsers ToTeam('Te amOne', Fi ndListValu esEx(FindR ecords('sy stemuser', 'lastname' ,'grace',S etFindSele ct('system userid'),' 50','true' ), 'system userid'))< /i>">AddUs ersToTeam( 'teamname' , 'users') </span></a ></li> | |
| 1118 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Add users to a team and it will cr eate Acces s Team if necessary. <br></br> <i>AddUser sToAccessT eam('oppor tunity', [ opportunit y.opportun ityid], Wh oAmI(), ' Opportunit y Sales Te am Templat e')</i>">A ddUsersToA ccessTeam( 'recordent ityname', 'recordid' , 'userid' , 'teamtem platename' )</span></ a></li> | |
| 1119 | ||
| 1120 | ||
| 1121 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1122 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1123 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** In Memory Variables ***</span> </b></a></ li> | |
| 1124 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="SetV ar allows you to set a variabl e for late r re-use. <br></br>< i>Use the search fun ction to s ee example s.</i>">Se tVar('vari ablename', 'value')< /span></a> </li> | |
| 1125 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="SetV arConcat a llows you to set a v ariable to itself pl us andothe r value fo r later re -use. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">SetVar Concat('va riablename ', 'value' )</span></ a></li> | |
| 1126 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="SetV arMultiple ClientSide allows yo u to set a variable based on M ultipleCli entSide. < br></br><i >Use the s earch func tion to se e examples .</i>">Set VarMultipl eClientSid e('variabl ename', 'a ction')</s pan></a></ li> | |
| 1127 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="GetV ar allows you to ret rieve a va riable. <b r></br><i> Use the se arch funct ion to see examples. </i>">GetV ar('variab lename', ' defaultval ue')</span ></a></li> | |
| 1128 | ||
| 1129 | ||
| 1130 | ||
| 1131 | ||
| 1132 | <li cl ass="file" ><a class= "ui-link"> <span></sp an></a></l i> | |
| 1133 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1134 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Native Dat a Types ** *</span></ b></a></li > | |
| 1135 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a nati ve EntityR eference f ield <br>< /br><i>Cre ateEntityR eference(' account', '30dd379c- ee2f-11db- 8314-08002 00c9a55')< /i>">Creat eEntityRef erence('en tityname', 'guid')</ span></a>< /li> | |
| 1136 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a nati ve Money f ield <br>< /br><i>Cre ateMoney(' 640000')</ i>">Create Money('val ue')</span ></a></li> | |
| 1137 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a nati ve OptionS etValue fi eld <br>< /br><i>Cre ateOptionS etValue('9 3100001')< /i>">Creat eOptionSet Value('val ue')</span ></a></li> | |
| 1138 | ||
| 1139 | ||
| 1140 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1141 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1142 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Entity In- Memory *** </span></b ></a></li> | |
| 1143 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes an in- memory ent ity. <br>< /br> <i> CreateEnti ty(</br> ' contact',< /br> SetAt tribute('f irstname', 'Bill'),< /br> SetAt tribute('l astname', 'gates'),< /br> SetAt tribute('c reditlimit ', '5000') ,</br> Set Attribute( 'descripti on', '?'), </br> Set AttributeL ookup('per ferredsyst emuserid', 'systemus er', '670d d379c-ee2f -11db-8314 -0800200c8 88')) <br> </br>Note 1: Fields of type lo okup need SetAttrib uteLookup( 'fieldname ', 'entity name', 're cordguid') </br>Note 2: Fields of type P artyList n eed SetAtt ributePart yList('fie ldname', ' entityname ', 'partyg uid' , 'pa rtyguid')< /i>">Creat eEntity('e ntityname' , SetAttri bute('attr ibutename' , 'attribu tevalue')) </span></a ></li> | |
| 1144 | <li cl ass="file" ><a class= "ui-link"> <span clas s="helpId" title="Up dates an i n-memory e ntity. <br ></br> <i > UpdateEn tity(</br> GetVar('c ontact'),< /br> SetAt tribute('f irstname', 'Bill'),< /br> SetAt tribute('l astname', 'gates'),< /br> SetAt tribute('c reditlimit ', '5000') ,</br> Set Attribute( 'descripti on', '?'), </br> Set AttributeL ookup('per ferredsyst emuserid', 'systemus er', '670d d379c-ee2f -11db-8314 -0800200c8 88')) <br> </br>Note 1: Fields of type lo okup need SetAttrib uteLookup( 'fieldname ', 'entity name', 're cordguid') </br>Note 2: Fields of type P artyList n eed SetAtt ributePart yList('fie ldname', ' entityname ', 'partyg uid' , 'pa rtyguid')< /i>">Updat eEntity('e ntity', Se tAttribute ('attribut ename', 'a ttributeva lue'))</sp an></a></l i> | |
| 1145 | <li class= "file"><a class="ui- link"><spa n class="h elpId" tit le="Create s a record in the da tabase fro m an in-me mory entit y<br></br> <i>CreateR ecordFromE ntity(GetV ar('Lead') )</i>">Cre ateRecordF romEntity( 'entity')< /span></a> </li> | |
| 1146 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Upda tes a reco rd in the database f rom an in- memory ent ity <br></ br><i>Upda teRecordFr omEntity(G etVar('Acc ount'))</i >">UpdateR ecordFromE ntity('ent ity')</spa n></a></li > | |
| 1147 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Upda teEntityNa tive <br>< /br><i>Upd ateEntityN ative(GetV ar('Lead') ,</br> Set AttributeN ative('job title', Fi ndRecordsV alueNative (GetVar('M atachedLea ds'), 'job title')), </br>SetAt tributeNat ive('custo merid', Fi ndRecordsV alueNative (GetVar('M atachedLea ds'), 'job title')) ) </i>">Upda teEntityNa tive('enti ty', SetAt tributeNat ive('field name', 'na tivevalue' ), SetAttr ibuteNativ e('fieldna me', 'nati vevalue')) </span></a ></li> | |
| 1148 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo veAttribut eFromEntit y <br></br ><i>Use th e search f unction to see examp les.</i>"> RemoveAttr ibuteFromE ntity('ent ity', 'att ributename ')</span>< /a></li> | |
| 1149 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Chec kAttribute ExistsOnEn tity <br>< /br><i>Use the searc h function to see ex amples.</i >">CheckAt tributeExi stsOnEntit y('entity' , 'attribu tename')</ span></a>< /li> | |
| 1150 | ||
| 1151 | ||
| 1152 | ||
| 1153 | <li cl ass="file" ><a class= "ui-link"> <span></sp an></a></l i> | |
| 1154 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1155 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** EntityColl ection In- Memory *** </span></b ></a></li> | |
| 1156 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea teEC <br>< /br><i>Cre ateEC()</i >">CreateE C()</span> </a></li> | |
| 1157 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="AddE ntityToEC <br></br>< i>AddEntit yToEC(GetV ar('LeadsC ollection' ), GetVar( 'Lead'))</ i>">AddEnt ityToEC('e ntitycolle ction', 'e ntity')</s pan></a></ li> | |
| 1158 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo veEntityFr omEC <br>< /br><i>Use the searc h function to see ex amples.</i >">RemoveE ntityFromE C('entityc ollection' , 'index') </span></a ></li> | |
| 1159 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Allo ws you to merge mult iplpe enti ty collect ions into one entity collectio n.<br></br ><i>MergeE ntityColle ctions(Get Var('Colle ctionPhone Calls'), G etVar('Tas ks'))</i>" >MergeEnti tyCollecti ons('colle ction1','c ollection2 ','collect ion3' )</s pan></a></ li> | |
| 1160 | ||
| 1161 | ||
| 1162 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1163 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1164 | <li clas s="file">< a class="u i-link"><b ><span tit le="">*** Misc ***</ span></b>< /a></li> | |
| 1165 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a valu e which ha s been inc remented b y a define d formula. <br></br> <i> 'Acc- ' + PadLef t(ToString (AutoNumbe r([account .accountnu mber]+1)), 8, '0') R eturns 'Ac c-00001001 ' </i>">Au toNumber(' autonumber string')</ span></a>< /li> | |
| 1166 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f a test v alue lies between 2 other valu es. Works with numbe rs and dat e fields. <br></br> <i>Between (50, 25, 1 00, 'both' ) Inclusiv e both sid es</br>Bet ween(50, 2 5, 100, 'l eft') Incl usive only left side </br>Betwe en(50, 25, 100, 'rig ht') Inclu sive only right side </br>Betw een(50, 25 , 100, 'no ne') No in clusive</b r></i>">Be tween('tes tvalue', ' minvalue', 'maxvalue ', 'inclus ive')</spa n></a></li > | |
| 1167 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the activ e business process s tage. <br> </br> <i> BPSetAc tiveStageS S('opportu nity', [op portunity. opportunit yid], 'Opp ortunity S ales Proce ss', 'deve lop')</i>" >BPSetActi veStageSS( 'entitynam e', 'prima ryrecordid ', 'bpfnam e', 'stage name')</sp an></a></l i> | |
| 1168 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the targe t property of a form ula to a n ull value. Effective ly retuns the '?' ch aracter. < br></br><i >Clear()</ i>">Clear( )</span></ a></li> | |
| 1169 | ||
| 1170 | ||
| 1171 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Adds \ moves a n item to a Queue. R eturns the queue ite m ID. <br> </br><i>Pu ts an emai l record i nto a queu e. AddToQu eue('30dd3 79c-ee2f-1 1db-8314-0 800200c9a5 5', 'email ', '99dd37 9c-332f-33 db-4414-55 55200c9a55 ')<br></br >Moves an email reco rd from so urce to de stination queue. Add ToQueue('3 0dd379c-ee 2f-11db-83 14-0800200 c9a55', 'e mail', '99 dd379c-332 f-33db-441 4-5555200c 9a55', '88 yy379c-332 f-33db-441 4-5555200c 9a55')</i> ">AddToQue ue('record id', 'enti tyname', ' destinatio nqueueid', 'sourcequ eueid')</s pan></a></ li> | |
| 1172 | ||
| 1173 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a Quic k Tile. <b r></br><i> Clear()</i >">CreateQ uickTile(' result','r esultcolor ','title', 'icon','ti lecolor',' tilebackgr ound','lin k')</span> </a></li> | |
| 1174 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea tes a Quic k Tile col lection. < br></br><i >Clear()</ i>">Create QuickTileC ollection( 'quicktile 1', quickt ile2', 'qu icktile3') </span></a ></li> | |
| 1175 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Crea te an emai l from a t emplate. R eturns the guid of t he new ema il<br></br > <i>Creat eEmailFrom Template(' 220dd379c- ee2f-11db- 8314-08002 00c9a5', ' 220dd379c- ee2f-11db- 8314-08002 00c9a5', ' quote', Se tAttribute PartyList( 'from', 's ystemuser' , WhoAmI() , SetAttri butePartyL ist('to', 'systemuse r', '220dd 379c-ee2f- 11db-8314- 0800200c9a 5')) </i>" >CreateEma ilFromTemp late('temp lateid', ' recordid', 'recorden tityname', 'setattri bute_on_em ail', 'set attribute_ on_email') </span></a ></li> | |
| 1176 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Clon es a recor d and opti onally can clone all 1:N & N:N records. <br></br> e.g. 1 Sho ws how to clone the current ac count enti ty along w ith all it s related 1:M contac ts and opp ortunities <br></br> <i> Clone ('account' ,[account. accountid] , 'contact _customer_ accounts', 'opportun ity_custom er_account s', false) </i><br>< /br> e.g. 2 Shows ho w to clone just the account it self. <br> </br><i> C lone('acco unt',[acco unt.accoun tid])</i>< br></br> e .g. 3 Show s how to c lone the s alesorder entity, th e related order deta il records and ignor e some fie lds for th e clone pr ocess. <br ></br><i>C lone('sale sorder', [ salesorder .salesorde rid], 'ord er_details ', SetIgno reFields(' new_clonet hisorder', 'new_priv atetaxnumb er'), true ) </i>">Cl one('entit yname', 'g uidofentit y', 'relat ionshipnam e', 'ignor efields', 'enablepre fix')</spa n></a></li > | |
| 1177 | ||
| 1178 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="A De cisionTabl e allows y ou to exec ute multip le steps d riven from a spreads heet. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">Decisi onTable('s tep1', 'st ep2', 'ste p3')</span ></a></li> | |
| 1179 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Exec ute a cust om JS func tion. <br> </br><i>Ex ecuteCusto mJSFunctio n('MS.Loca lFunctions .GetTaxRat e')</i>">E xecuteCust omJSFuncti on('fullyq ualifiedna me')</span ></a></li> | |
| 1180 | ||
| 1181 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Exit s all Deci sion Table s. <br></b r><i>ExitA llDecision Sheets()</ i>">ExitAl lDecisionT ables()</s pan></a></ li> | |
| 1182 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="A De cisionTabl e that has multiple sheets whi ch allows you to exe cute multi ple sheets and steps driven fr om a sprea dsheet. <b r></br><i> Use the se arch funct ion to see examples. </i>">Mult ipleDecisi onTable('s heet1', 's heet2', 's heet3')</s pan></a></ li> | |
| 1183 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the di stance in meters bet ween two g eo-locatio ns. <br>< /br> <i>Ha versineDis tance(41.5 07483, -99 .436554, 3 8.504048, -98.315949 ) Returns 347300 < /i> ">Hav ersineDist ance('long itudefrom' , 'latitud efrom', 'l ongitudeto ', 'latitu deto')</sp an></a></l i> | |
| 1184 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns true i f the pass ed string is a valid IBAN othe rwise fals e <br></br > <i> See Samples</i >">IsValid IBAN('iban ')</span>< /a></li> | |
| 1185 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find the max o f two valu es. <br></ br> <i> M axOf(10,10 0) Returns 100</i>"> MaxOf(valu e1, value2 )</span></ a></li> | |
| 1186 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Find the min o f two valu es. <br></ br> <i> Mi nOf(10,100 ) Returns 10</i>">Mi nOf(value1 , value2)< /span></a> </li> | |
| 1187 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a rand om integer between t he supplie d min and max values . If you a re using t his functi on inside a loop use the third parameter which is as an extr a seed val ue used in the .NET framework. <br></br> <i> Rand om(0,100) Returns 25 <br></br> Random(0 ,100, Loop Index()) R eturns 78< /i>">Rando m(minvalue , maxvalue )</span></ a></li> | |
| 1188 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a coll ection of random int egers spec ified by t he count b etween the supplied min and ma x values w ith a colu mn name of randomnum ber. <br>< /br> <i> e .g. Return s 5 random integers between 0 and 100. RandomCol lectionOfI ntegers(0, 100, 5) < br></br> </i>">Rand omCollecti onOfIntege rs(minvalu e, maxvalu e, count)< /span></a> </li> | |
| 1189 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Remo ves the at tribute sp ecified in the targe t property from the current pr e-operatio n target e ntity. <br ></br><i>R emoveAttri butes('des cription') </i>">Remo veAttribut es()</span ></a></li> | |
| 1190 | ||
| 1191 | ||
| 1192 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the pr ior value of a field . <br></br > Allows f or compars ion of pre vious valu es such as only exec ute a vali dation rul e if a pic klists pri or value w as 'Pendin g' and it is now goi ng to 'Clo sed'<br></ br> <i> P riorValue( '[account. descriptio n]')</i>"> PriorValue ('fieldref erence')</ span></a>< /li> | |
| 1193 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Send an email. <br></br> <i>SendEma il('30dd37 9c-ee2f-11 db-8314-08 00200c9a55 ')</i>">Se ndEmail('e mailguid') </span></a ></li> | |
| 1194 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Slee p. <br></b r><i>Sleep (2000)</i> ">Sleep('i nterval')< /span></a> </li> | |
| 1195 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Sets the curre ncy symbol on a mone y\decimal field. Pri mary used to apply a custom cu rrency sym bol when u sing a cal culated fi eld. <br> </br> <i> SetCurren cySymbol(S um('HotOpp s.estimate dvalue'), '$') Retur ns $ 121,3 87</i>">Se tCurrencyS ymbol('Val ue', 'Curr encySymbol ')</span>< /a></li> | |
| 1196 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Show s the user an error message. < br></br><i >ThrowErro r('The sta rt date mu st be befo re the end date.')</ i>">ThrowE rror('mess age')</spa n></a></li > | |
| 1197 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a GUID represeti ng the cur rent user. <br></br > <i> WhoA mI() Retur ns context .userid e. g. 30dd379 c-ee2f-11d b-8314-080 0200c9a55 <br></br>G et User ID based on direct API call to W hoAmIReque st WhoAm I('whoamir equest') < br></br>Ge t Initiati ng User ID . Returns context.in itiatingus erid Who AmI('initi atinguseri d') <br></ br>Get Org anization ID of curr ent user WhoAmI('o rganizatio nid') <br> </br>Get B usiness Un it ID of c urrent use r user Wh oAmI('busi nessunitid ') </i>">W hoAmI()</s pan></a></ li> | |
| 1198 | ||
| 1199 | ||
| 1200 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Allo ws you to exit immed iately eit her a Smar tFlow or F orEachReco rd functio n<br></br> <i>Use the search fu nction to see exampl es.</i>">B reak()</sp an></a></l i> | |
| 1201 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns an ent itycollect ion of cal endar ente ries.<br>< /br><i>Exp andCalenda r('30dd379 c-ee2f-11d b-8314-080 0200c9a55' , [account .startdate ], [accoun t.enddate] , true)</i >">ExpandC alendar('c alendarid' , 'startda te', 'enda te', 'excl udeholiday s')</span> </a></li> | |
| 1202 | ||
| 1203 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the curre nt depth o f the code that is e xecuting, which is a n interger number.<b r></br><i> GetDepth() Returns 1 </i>">GetD epth()</sp an></a></l i> | |
| 1204 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the assoc iated fetc h-xml for the formul a detail n ame.<br></ br><i>GetF etchXml('A ctiveAccou nts')</i>" >GetFetchX ml('formul adetailnam e')</span> </a></li> | |
| 1205 | ||
| 1206 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the curre nt message name for the code t hat is exe cuting. <b r></br><i> GetMessage Name() Ret urns eithe r of Creat e, Update, Delete, R etrieveMul tiple, etc </i>">Get MessageNam e()</span> </a></li> | |
| 1207 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Gets the logic al name fo r the curr ently exec uting enti ty <br></b r><i>GetPr imaryEntit yName() Re turns acco unt</i>">G etPrimaryE ntityName( )</span></ a></li> | |
| 1208 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns an ent ity collec tion of ca lendar rul es for a g iven calen dar.<br></ br><i>GetC alendarRul es('30dd37 9c-ee2f-11 db-8314-08 00200c9a55 ')</i>">Ge tCalendarR ules('cale ndarid')</ span></a>< /li> | |
| 1209 | ||
| 1210 | ||
| 1211 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Send the passe d paramete r to the t race log.< br></br><i >OutputToT race(GetVa r('Collect ionAccount s'))</i>"> OutputToTr ace('datat otrace')</ span></a>< /li> | |
| 1212 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Supp orts the C lone funct ion so tha t you can ignore cer tain field s <br></br ><i>SetIgn oreFields( 'customeri d', 'dueda te', 'desc ription')< /i>">SetIg noreFields ('field1', field2', 'field3')< /span></a> </li> | |
| 1213 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Supp orts the F ind functi ons involv ed with fe tch-xml so you can p ass dynami c values.< br></br><i >SetParams ([account. accountid] , 'descrip tion')</i> ">SetParam s('field1' , field2', 'field3') </span></a ></li> | |
| 1214 | ||
| 1215 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Smar tFlow allo ws you to execute mu ltiple ste ps in a fo rmula. <br ></br><i>U se the sea rch functi on to see examples.< /i>">Smart Flow('step 1', 'step2 ', 'step3' )</span></ a></li> | |
| 1216 | ||
| 1217 | ||
| 1218 | ||
| 1219 | </ul> | |
| 1220 | </li> | |
| 1221 | <li class="fol der"><a cl ass="ui-li nk"><span> WebFusion< /span></a> | |
| 1222 | <ul > | |
| 1223 | ||
| 1224 | <l i class="f older"><a class="ui- link"><spa n>Azure Se rvices</sp an></a> | |
| 1225 | <ul> | |
| 1226 | ||
| 1227 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Returns a token give n a key fo r Azure Co gnitive Se rvices.<i> See onlin e examples </i>">Azur eCognitive IssueToken ('key')</s pan></a></ li> | |
| 1228 | <li class="fil e"><a clas s="ui-link "><span ti tle="Comin g soon..." >More comi ng soon... </span></a ></li> | |
| 1229 | ||
| 1230 | </ul> | |
| 1231 | </ li> | |
| 1232 | ||
| 1233 | <li class= "folder">< a class="u i-link"><s pan>Proces s - JSON</ span></a> | |
| 1234 | <ul> | |
| 1235 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Creates a JSON Array .<br></br> <i>Use the search fu nction to see exampl es.</i>">C reateJArra y(CreateJO bject(), C reateJObje ct())</spa n></a></li > | |
| 1236 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Creates a JSON Array which wil l be popul ated with JObjects f rom FindRe cords().<b r></br><i> Use the se arch funct ion to see examples. </i>">Crea teJArrayCh ildren('en titycollec tion', Cre ateJObject ())</span> </a></li> | |
| 1237 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Creates a JSON Objec t.<br></br ><i>Use th e search f unction to see examp les.</i>"> CreateJObj ect(Create JProperty( ), CreateJ Property() )</span></ a></li> | |
| 1238 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Creates a JSON Prope rty.<br></ br><i>Use the search function to see exa mples.</i> ">CreateJP roperty('f ieldname', 'fieldval ue')</span ></a></li> | |
| 1239 | <li class="fil e"><a clas s="ui-link "><span></ span></a>< /li> | |
| 1240 | <li class="fil e"><a clas s="ui-link "><span></ span></a>< /li> | |
| 1241 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Used in-co njunction with the C reateJArra yChildren( ) function to build the data.< br></br><i >Use the s earch func tion to se e examples .</i>">Fin dJArrayIte m('fieldna me', 'defa ultvalue') </span></a ></li> | |
| 1242 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Gets a val ue from a JSON docum ent.<br></ br><i>Use the search function to see exa mples.</i> ">GetVarJs onValue('s electtoken ', 'defaul tvalue')</ span></a>< /li> | |
| 1243 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Get an Ent ityCollect ion from a JSON docu ment.<br>< /br><i>Use the searc h function to see ex amples.</i >">GetVarJ sonEC('sel ecttoken') </span></a ></li> | |
| 1244 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Creates a JSON Objec t from a s tring of J SON<br></b r><i>JObje ctParse('{ Account: ' North52'}' )</i>">JOb jectParse( 'jsonstrin g')</span> </a></li> | |
| 1245 | ||
| 1246 | </ul> | |
| 1247 | </ li> | |
| 1248 | ||
| 1249 | < li class=" folder"><a class="ui -link"><sp an>Process - XML</sp an></a> | |
| 1250 | <ul> | |
| 1251 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Creates an XML Att ribute. <b r></br><i> Use the se arch funct ion to see examples. </i>">Crea teXmlAttri bute('attr ibutename' , 'attribu tevalue')< /span></a> </li> | |
| 1252 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Creates a set of c hild XML E lements. < br></br><i >Use the s earch func tion to se e examples .</i>">Cre ateXmlChil dren('coll ectionname ', 'collec tionitemna me', 'enti tycollecti on', 'xmle lement', ' xmlelement ')</span>< /a></li> | |
| 1253 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Creates an XML Dec laration. <br></br>< i>Use the search fun ction to s ee example s.</i>">Cr eateXmlDec laration(' version',' encoding', 'standalon e')</span> </a></li> | |
| 1254 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Creates an XML Ele ment. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">Create XmlElement ('elementn ame', 'ele mentvalue' )</span></ a></li> | |
| 1255 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Creates an XML Dec laration. <br></br>< i>Use the search fun ction to s ee example s.</i>">Cr eateXmlRoo tAttribute ('name', ' value', 'n ame', 'val ue')</span ></a></li> | |
| 1256 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Creates the Xml Ro ot Node fo r the docu ment. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">Create XmlRootNod e('nameofr ootnode', 'xmldeclar ation', 'x mlschemas\ root attri butes', 'x mlnodes')< /span></a> </li> | |
| 1257 | <l i class="f ile"><a cl ass="ui-li nk"><span> </span></a ></li> | |
| 1258 | <l i class="f ile"><a cl ass="ui-li nk"><span> </span></a ></li> | |
| 1259 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Used in conjunctio n with the CreateXml Children() function to lookup values. <b r></br><i> Use the se arch funct ion to see examples. </i>">Find XmlItem('f ieldname') </span></a ></li> | |
| 1260 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Gets a v alue from a XML docu ment. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i>">GetVar XPathValue ('xpath')< /span></a> </li> | |
| 1261 | <l i class="f ile"><a cl ass="ui-li nk"><span class="hel pId" title ="Get an E ntityColle ction from a XML doc ument. <br ></br><i>U se the sea rch functi on to see examples.< /i>">GetVa rXPathEC(' xpath')</s pan></a></ li> | |
| 1262 | ||
| 1263 | </ul> | |
| 1264 | </li> | |
| 1265 | ||
| 1266 | <l i class="f older"><a class="ui- link"><spa n>REST Ser vices</spa n></a> | |
| 1267 | <ul> | |
| 1268 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Allows you to call a web servi ce that is REST base d. <br></b r><i>Use t he search function t o see exam ples.</i>" >CallRestA PI( <br> S etRequestB aseURL('ba seurl'),<b r> SetRequ estResourc e('resourc e'),<br> S etRequestD etails('me thod'),<br > SetReque stHeaders( ),<br> Set RequestPar ams(),<br> SetReques tAuthentic ationNone( ),<br> Set RequestFil es(), <br> SetReques tExpected( 'responses tatuscode' ), <br> S etRequestA ctionPass( 'action'), <br> SetRe questActio nFail('act ion')<br>) </spa n></a></li > | |
| 1269 | ||
| 1270 | <li class="fil e"><a clas s="ui-link "><span></ span></a>< /li> | |
| 1271 | <li class="fil e"><a clas s="ui-link "><span></ span></a>< /li> | |
| 1272 | <li class="fil e"><a clas s="ui-link "><b><span title="Re st Functio ns">*** Re st API Fun ctions *** </span></b ></a></li> | |
| 1273 | <li class="fil e"><a clas s="ui-link "><span></ span></a>< /li> | |
| 1274 | <li class="fil e"><a clas s="ui-link "><span></ span></a>< /li> | |
| 1275 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Sets the B ase URL fo r an API c all. <br>< /br><i>Use the searc h function to see ex amples.</i > ">SetReq uestBaseUR L('baseurl ')</span>< /a></li> | |
| 1276 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Sets the r esource na me for an API call.< br></br><i >Use the s earch func tion to se e examples .</i> ">Se tRequestRe source('re source')</ span></a>< /li> | |
| 1277 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Sets one o f these va lues POST, GET, PUT, PATCH. <b r></br><i> Use the se arch funct ion to see examples. </i> ">Set RequestDet ails('meth od')</span ></a></li> | |
| 1278 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Allows you to pass i n a name \ value set of header s. <br></b r><i>Use t he search function t o see exam ples.</i> ">SetReque stHeaders( 'fieldpath ')</span>< /a></li> | |
| 1279 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Allows you to pass i n a name \ value set of params . <br></br ><i>Use th e search f unction to see examp les.</i> " >SetReques tParams('f ieldpath') </span></a ></li> | |
| 1280 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Allows you to set th e authenti cation. <b r></br><i> Use the se arch funct ion to see examples. </i> ">Set RequestAut henticatio nNone()</s pan></a></ li> | |
| 1281 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Allows you to pass a ny files a s part of the API ca ll. <br></ br><i>Use the search function to see exa mples.</i> ">SetRequ estFiles(' fieldpath' )</span></ a></li> | |
| 1282 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Sets the e xpected re sponse sta tus code. <br></br>< i>Use the search fun ction to s ee example s.</i> ">S etRequestE xpected('r esponsesta tuscode')< /span></a> </li> | |
| 1283 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Allows you to execut e one or m ore action s when the expected status cod e is found . <br></br ><i>Use th e search f unction to see examp les.</i> " >SetReques tActionPas s('action1 ', 'action 2')</span> </a></li> | |
| 1284 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Allows you to execut e one or m ore action s when the expected status cod e is not f ound. <br> </br><i>Us e the sear ch functio n to see e xamples.</ i> ">SetRe questActio nFail('act ion1', 'ac tion2')</s pan></a></ li> | |
| 1285 | ||
| 1286 | </ul> | |
| 1287 | </ li> | |
| 1288 | <li class= "folder">< a class="u i-link"><s pan>Native Services< /span></a> | |
| 1289 | <ul> | |
| 1290 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Returns th e latitude and longi tude of th e given ad dress.<br> </br> <i> GeoCodeBi ng('16771 NE 72nd Wa y', 'Redmo nd', 'WA', '98052', 'USA') Ret urns '47.6 6898|-122. 11675' </i ><br></br> The bing m aps key ne ed to be e ntered in on the Nor th52 Confi guration e ntity<br>< /br>You wi ll need to generate your Bing Maps detai ls & enter it on the North52 C onfigurati on record. The link b elow will show you h ow to setu p your Mic rosoft Map s account. <br></br>< a target=' _blank' st yle='color : White' h ref='https ://msdn.mi crosoft.co m/en-us/li brary/ff42 8642.aspx' >Bing Maps Setup</a> <br></br>A fter you s etup your account yo u will the n need to copy your Bing Maps Key into t he North52 Configura tion recor d.">GeoCod eBing('add ressLine', 'locality ', 'adminD istrict', 'postalCod e', 'count ryRegion') </span></a ></li> | |
| 1291 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Returns th e exchange rate betw een 2 curr iences.<br ></br>The Open Excha nge Rates APP ID is stored on the North5 2 Configur tion objec t.<br></br >You will need to ge nerate you r Open Exc hange Rate details & enter it on the Nor th52 Confi guration r ecord.The link below will show you how t o setup yo ur account .<br></br> <a target= '_blank' s tyle='colo r: White' href='http s://openex changerate s.org/sign up/free'>O pen Rates Setup</a>< /br><br>Af ter you se tup your a ccount you will then need to c opy your O pen Exchan ge Rates A ppID into the North5 2 Configur ation reco rd. <i> Se e online e xamples</i >">GetExch angeRate(' from', 'to ')</span>< /a></li> | |
| 1292 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Returns th e translat ion of the given tex t. The sec ond and th ird parame ters are o ptional. < br></br> < i> Transl ate('Merci ') Returns 'Thank yo u' </i>(As sumes user setting i s set to E nglish) <b r></br> <i > Translat e('Dank', 'de') Retu rns 'Thank s' </i> (G erman text to Englis h) <br></b r>You will need to g enerate yo ur Bing Tr anslator d etails & e nter it on the North 52 Configu ration rec ord.The li nk below w ill show y ou how to setup your account.< br></br><a target='_ blank' sty le='color: White' hr ef='https: //blogs.ms dn.microso ft.com/tra nslation/g ettingstar ted1/'>Bin g Translat e Setup</a ><br></br> After you setup your account y ou will th en need to copy your Client ID & Client Secret int o the Nort h52 Config uration re cord. ">Tr anslate('t ext', 'to' , 'from')< /span></a> </li> | |
| 1293 | </ul> | |
| 1294 | </ li> | |
| 1295 | ||
| 1296 | <li class="fo lder"><a c lass="ui-l ink"><span >SharePoin t Services </span></a > | |
| 1297 | <ul> | |
| 1298 | ||
| 1299 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Create a S harePoint Document L ocation re cord<br></ br> <i>Sha rePointCre ateDocumen tLocation( 'Documents - ' + Lef t([email.s ubject], 5 0),'sharep ointdocume ntlocation |' + GetVa r('CreateO rRetrieveT opLevelSit eID') ,'em ail|' + [e mail.activ ityid],Get Var('FileN ame'),'rel ativeurl') </br> Sha rePointCre ateDocumen tLocation( 'TopLevelS ite','shar epointsite |' + GetVa r('GetSite Id') ,'ema il|' + [em ail.activi tyid],'ema il','share pointdocum entlocatio nid') </i> ">SharePo intCreateD ocumentLoc ation('rec ordname', 'parentsit e-or-locat ion-type|s harepointd ocumentloc ationid', 'regarding objecttype |regarding objectid', 'relative url', 'fie ld')</span ></a></li> | |
| 1300 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Create a S harePoint File <br>< /br> <i> S harePointC reateFile( 'https://n orth52.sha repoint.co m/CRMSite/ ',</br>&nb sp; & nbsp;  ; 'bi ll@north52 .com',</br > &nb sp; & nbsp;  ;'password ',</br>&nb sp; & nbsp;  ; tr ue,</br>&n bsp; &nbs p; tr ue,</br>&n bsp; &nbs p; ' https://no rth52.shar epoint.com /CRMSite/C RMDocument s/',</br>& nbsp;  ; &nb sp; 'Test.pdf' ,</br>&nbs p; &n bsp; Fin dValue('an notation', 'objectid ', [quote. quoteid], 'documentb ody' ),</b r> &n bsp; &nbs p; SharePo intSetItem MetaData(' QuoteID', [quote.quo tenumber] )<br></br> ) </i>">S harePointC reateFile( 'sharepoin tsite', 's harepointu sername', 'sharepoin tuserpassw ord', 'iss harepointo nline', 'r eplaceexis tingfile', 'document library', 'filename' , 'documen tdata', Sh arePointSe tItemMetaD ata('field name', 'fi eldvalue') )</span></ a></li> | |
| 1301 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Create a S harePoint Folder <br ></br> <i> SharePoint CreateFold er('https: //north52. sharepoint .com/CRMSi te/',</br> &nbs p; &n bsp; 'bill@nort h52.com',< /br> &nbs p; &n bsp;'passw ord',</br> &nbs p; &n bsp; true,</br > &nb sp; & nbsp;  ;'https:// north52.sh arepoint.c om/CRMSite /CRMDocume nts/Folder Name'</br> &nbs p; &n bsp;) ">Sh arePointCr eateFolder ('sharepoi ntsite', ' sharepoint username', 'sharepoi ntuserpass word', 'is sharepoint online', ' foldertocr eate', 'if existsdono thing')</s pan></a></ li> | |
| 1302 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Create a S harePoint Site <br>< /br> <i>Sh arePointCr eateSite(' https://no rth52.shar epoint.com /CRMSite/' ,</br>&nbs p; &n bsp; 'bil l@north52. com',</br> &nbs p; &n bsp; 'password' ,</br>&nbs p; &n bsp; tru e,</br>&nb sp; & nbsp;  ; tru e,</br>&nb sp; & nbsp;  ; 'M ySite',</b r> &n bsp; &nbs p; 'MySite ',</br>&nb sp; & nbsp;  ; My Site,</br> &nbs p; &n bsp; '1033',</ br> & nbsp;  ; &nb sp; 'sts', </br>  ; &nb sp; & nbsp; 'fal se' )<br>< /br> ) </i >">SharePo intCreateS ite('share pointsite' , 'sharepo intusernam e', 'share pointuserp assword', 'issharepo intonline' , 'siteurl name', 'si tename', ' sitedesc', 'language ', 'templa te', 'uniq uepermissi ons')</spa n></a></li > | |
| 1303 | ||
| 1304 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Delete a S harePoint File <br> </br> <i> SharePoint DeleteFile ('https:// north52.sh arepoint.c om/CRMSite /',</br>&n bsp; &nbs p; 'b ill@north5 2.com',</b r> &n bsp; &nbs p;'passwor d',</br>&n bsp; &nbs p; t rue,</br>& nbsp;  ; &nb sp; ' https://no rth52.shar epoint.com /CRMSite/C RMDocument s/Test.pdf '</br>&nbs p; &n bsp; ) ">ShareP ointDelete File('shar epointsite ', 'sharep ointuserna me', 'shar epointuser password', 'issharep ointonline ', 'fileto delete')</ span></a>< /li> | |
| 1305 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Delete a S harePoint Folder <b r></br> <i > SharePoi ntDeleteFo lder('http s://north5 2.sharepoi nt.com/CRM Site/',</b r> &n bsp; &nbs p;'bill@no rth52.com' ,</br>&nbs p; &n bsp; 'pas sword',</b r> &n bsp; &nbs p; true,</ br> & nbsp;  ; &nb sp;'https: //north52. sharepoint .com/CRMSi te/CRMDocu ments/Fold erX'</br>& nbsp;  ; &nb sp;) ">Sha rePointDel eteFolder( 'sharepoin tsite', 's harepointu sername', 'sharepoin tuserpassw ord', 'iss harepointo nline', 'f oldertodel ete')</spa n></a></li > | |
| 1306 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Checks doe s a ShareP oint folde r exist < br></br> < i> SharePo intDoesFol derExist(' https://no rth52.shar epoint.com /CRMSite/' ,</br>&nbs p; &n bsp; 'bil l@north52. com',</br> &nbs p; &n bsp; 'password' ,</br>&nbs p; &n bsp; tru e,</br>&nb sp; & nbsp;  ; 'ht tps://nort h52.sharep oint.com/C RMSite/CRM Documents/ Big Opp'</ br> & nbsp;  ; ) " >SharePoin tDoesFolde rExist('sh arepointsi te', 'shar epointuser name', 'sh arepointus erpassword ', 'isshar epointonli ne', 'fold ertocheck' )</span></ a></li> | |
| 1307 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Find Share Point docu ments for a particul ar record via fetchx ml. <br></ br><i>Shar ePointFind DocumentsB yFetchXml( 'account', 'jhj343434 3-764h-kj6 2-7djdkslc kddc')</i> ">SharePoi ntFindDocu mentsByFet chXml('ent ityname',' recordid') </span></a ></li> | |
| 1308 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Get a Shar ePoint fil e <br></br > <i> Crea teNote('ti tle', 'con tact', [co ntact.cont actid] , ' notetext', 'john99.t xt', 'text /plain',<b r></br> Sh arePointGe tFile('htt ps://north 52.sharepo int.com/CR MSite/',</ br> & nbsp;  ; &nb sp;'bill@n orth52.com ',</br>&nb sp; & nbsp;  ; 'pa ssword',</ br> & nbsp;  ; &nb sp;true,</ br> & nbsp;  ; &nb sp;'https: //north52. sharepoint .com/CRMSi te/CRMDocu ments/john .txt'</br> &nbs p; &n bsp; )<br> </br> ) </ i>">ShareP ointGetFil e('sharepo intsite', 'sharepoin tusername' , 'sharepo intuserpas sword', 'i ssharepoin tonline', 'filetoret rieve')</s pan></a></ li> | |
| 1309 | ||
| 1310 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" SharePoint Get Item Metadata<b r></br> <i >SmartFlow (</br></br > &nb sp; & nbsp;  ; SharePoi ntGetItemM etaData('h ttps://nor th52.share point.com/ CRMSite/', </br>  ; &nb sp; & nbsp;'bill @north52.c om',</br>& nbsp;  ; &nb sp; ' password', </br>  ; &nb sp; & nbsp; true ,</br>&nbs p; &n bsp; 'ht tps://nort h52.sharep oint.com/C RMSite/CRM Documents/ ',</br> 'T est.pdf'), </br></br> &nbs p; &n bsp; GetVarJso nValue('d. Title') + GetVarJson Value('d.G UID')<br>< /br> ) </i >">SharePo intGetItem MetaData(' sharepoint site', 'sh arepointus ername', ' sharepoint userpasswo rd', 'issh arepointon line', 'do clib', 'fi lename')</ span></a>< /li> | |
| 1311 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" SharePoint Update It em Metadat a<br></br> <i>ShareP ointUpdate ItemMetaDa ta('https: //north52. sharepoint .com/CRMSi te/',</br> &nbs p; &n bsp; 'bill@nort h52.com',< /br> &nbs p; &n bsp;'passw ord',</br> &nbs p; &n bsp; true,</br > &nb sp; & nbsp;  ; 'https:/ /north52.s harepoint. com/CRMSit e/CRMDocum ents/',</b r> 'Test.p df',</br>& nbsp;  ; &nb sp; SharePoint SetItemMet aData('Quo teID', [qu ote.quoten umber] )<b r></br> ) </i>">Shar ePointUpda teItemMeta Data('shar epointsite ', 'sharep ointuserna me', 'shar epointuser password', 'issharep ointonline ', 'doclib ' 'filenam e', 'metad ata')</spa n></a></li > | |
| 1312 | <li class="fil e"><a clas s="ui-link "><span cl ass="helpI d" title=" Allows you to set Sh arePoint M etadata wh en creatin g SharePoi nt files.< br></br> O nly used a s the last parameter of the Sh arePointCr eateFile() function. See that function f or an exam ple. <br>< /br><i>Use the searc h function to see ex amples.</i >">SharePo intSetItem MetaData(' fieldname' , 'fieldva lue', 'fie ldname', ' fieldvalue ')</span>< /a></li> | |
| 1313 | ||
| 1314 | </ul> | |
| 1315 | </ li> | |
| 1316 | ||
| 1317 | </ul > | |
| 1318 | </li> | |
| 1319 | ||
| 1320 | <l i class ="folder"> <a class=" ui-link">< span>xCach e</span></ a> | |
| 1321 | <ul> | |
| 1322 | <li clas s="file">< a class="u i-link"><b ><span tit le="xCache Global">** * xCache G lobal ***< /span></b> </a></li> | |
| 1323 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the xC ache value for the g iven key f or the Glo bal xCache .<br></br> <i> xCach eGetGlobal ('Greeting ') Returns Hello</i> ">xCacheGe tGlobal('k ey', 'defa ultvalue') </span></a ></li> | |
| 1324 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1325 | <li clas s="file">< a class="u i-link"><s pan></span ></a></li> | |
| 1326 | <li clas s="file">< a class="u i-link"><b ><span tit le="xCache Local">*** xCache Lo cal ***</s pan></b></ a></li> | |
| 1327 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Adds a calcula ted field to an exis ting local xCache co llection.< br></br> < i> xCach eAddCalcul atedFieldL ocal('AllO rders', 'T otal', 'Do uble', 'ne w_quantity * new_pri ce') </i>" >xCacheAdd Calculated FieldLocal ('key', 'n ame', 'dat atype', 'e xpression' )</span></ a></li> | |
| 1328 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns a calc ulated val ue from t he local x Cache coll ection bas ed on an o ptional fi lter.<br>< /br> <i> x CacheCalcu lateLocal( 'Accounts' , 'Sum(num berofemplo yees)', 'a ddress1_ci ty = " ;London&qu ot; ', '0' ) Returns 2734</i>"> xCacheCalc ulateLocal ('key', 'e xpression' , 'filter' , 'default value')</s pan></a></ li> | |
| 1329 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Load s an xCach e collecti on from an existing collection with a su pplied fil ter.<br></ br> <i> x CacheFilte rLocal('Al lAccounts' , 'address 1_country = "U SA" ' , 'address 1_city')</ i>">xCache FilterLoca l('key', ' filter', ' sort')</sp an></a></l i> | |
| 1330 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Retu rns the xC ache value for the g iven key f rom the Lo cal xCache .<br></br> <i> xCac heGetLocal ('AllAccou nts', 'des cription') Returns H ello</i>"> xCacheGetL ocal('key' , 'fieldna me', 'defa ultvalue', 'rownumbe r')</span> </a></li> | |
| 1331 | <li clas s="file">< a class="u i-link"><s pan class= "helpId" t itle="Load s an xCach e collecti on from an EntityCol lection.<b r></br> <i > xCacheL oadLocal(' AllAccount s', FindRe cords('acc ount', '*' , '*', '*' )) </i>">x CacheLoadL ocal('key' , 'entityc ollection' )</span></ a></li> | |
| 1332 | ||
| 1333 | </ul> | |
| 1334 | </li> | |
| 1335 | ||
| 1336 | </ ul> | |
| 1337 | </ div> | |
| 1338 | </di v> <!---Ta b---> | |
| 1339 | ||
| 1340 | ||
| 1341 | <div id="tabs- source"> | |
| 1342 | <div i d="refresh Container- source" st yle="displ ay:flex;al ign-items: center;" c lass="refr esh-contai ner"> | |
| 1343 | <input i d="txtFind Source" c lass="cont rols-input " style="b order:1px solid gray ; width: 9 0%;" type= "text" pla ceholder=" Search sou rce..." / > | |
| 1344 | <input i d="clearSo urce" styl e="padding -left: 10p x; padding -right: 3p x;" oncli ck="North5 2.FormulaE ditor.Clea rSource(); " type="im age" src=" north52_/c ss/image_c lear" > | |
| 1345 | <input i d="refresh Source" st yle="float : right;" onclick="N orth52.For mulaEditor .RefreshSo urce();" t ype="image " src="nor th52_image _refresh"> | |
| 1346 | </div> | |
| 1347 | ||
| 1348 | <div i d="targetC ontainer" style="hei ght: 93%; overflow: auto"> | |
| 1349 | ||
| 1350 | <ul id ="treesour ce"> | |
| 1351 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1352 | <a class ="ui-link" ><span>Sou rce</span> </a> | |
| 1353 | </ li> | |
| 1354 | </ul> | |
| 1355 | ||
| 1356 | ||
| 1357 | <ul id ="treerela ted"> | |
| 1358 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1359 | <a class ="ui-link" ><span>Rel ated (N:1) </span></a > | |
| 1360 | <ul> | |
| 1361 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Loa ding...</s pan></a></ li> | |
| 1362 | </ul> | |
| 1363 | </ li> | |
| 1364 | </ul> | |
| 1365 | ||
| 1366 | <ul id ="treerela tednn"> | |
| 1367 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1368 | <a class ="ui-link" ><span>Rel ated (N:N) </span></a > | |
| 1369 | <ul> | |
| 1370 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Loa ding...</s pan></a></ li> | |
| 1371 | </ul> | |
| 1372 | </ li> | |
| 1373 | </ul> | |
| 1374 | ||
| 1375 | <ul id ="treeform s"> | |
| 1376 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1377 | <a class ="ui-link" ><span>For ms</span>< /a> | |
| 1378 | <ul> | |
| 1379 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Loa ding...</s pan></a></ li> | |
| 1380 | </ul> | |
| 1381 | </ li> | |
| 1382 | </ul> | |
| 1383 | ||
| 1384 | ||
| 1385 | <ul id ="treeproc esses"> | |
| 1386 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1387 | <a class ="ui-link" ><span>Pro cesses</sp an></a> | |
| 1388 | <ul> | |
| 1389 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Loa ding...</s pan></a></ li> | |
| 1390 | </ul> | |
| 1391 | </ li> | |
| 1392 | </ul> | |
| 1393 | ||
| 1394 | <ul id ="treexcac he"> | |
| 1395 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1396 | <a class ="ui-link" ><span>xCa che</span> </a> | |
| 1397 | <ul> | |
| 1398 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Loa ding...</s pan></a></ li> | |
| 1399 | </ul> | |
| 1400 | </ li> | |
| 1401 | </ul> | |
| 1402 | ||
| 1403 | <ul id ="treecalc ulations"> | |
| 1404 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1405 | <a class ="ui-link" ><span>Glo bal Calcul ations</sp an></a> | |
| 1406 | <ul> | |
| 1407 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Non e found.</ span></a>< /li> | |
| 1408 | </ul> | |
| 1409 | </ li> | |
| 1410 | </ul> | |
| 1411 | ||
| 1412 | ||
| 1413 | ||
| 1414 | <ul i d="treeact ions"> | |
| 1415 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1416 | <a class ="ui-link" ><span>Glo bal Action s</span></ a> | |
| 1417 | <ul> | |
| 1418 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Non e found.</ span></a>< /li> | |
| 1419 | </ul> | |
| 1420 | </ li> | |
| 1421 | </ul> | |
| 1422 | ||
| 1423 | <ul i d="treedec isioncalcu lations"> | |
| 1424 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1425 | <a class ="ui-link" ><span>Dec ision Tabl e Calculat ions</span ></a> | |
| 1426 | <ul> | |
| 1427 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Non e found.</ span></a>< /li> | |
| 1428 | </ul> | |
| 1429 | </ li> | |
| 1430 | </ul> | |
| 1431 | ||
| 1432 | <ul i d="treearr angetestda ta"> | |
| 1433 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1434 | <a class ="ui-link" ><span>Loc al Test Da ta</span>< /a> | |
| 1435 | <ul> | |
| 1436 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Non e found.</ span></a>< /li> | |
| 1437 | </ul> | |
| 1438 | </ li> | |
| 1439 | </ul> | |
| 1440 | ||
| 1441 | <ul i d="treetem platetestd ata"> | |
| 1442 | <l i style="p adding-top : -5px; pa dding-bott om: -5px;" class="fo lder"> | |
| 1443 | <a class ="ui-link" ><span>Glo bal Test D ata</span> </a> | |
| 1444 | <ul> | |
| 1445 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Non e found.</ span></a>< /li> | |
| 1446 | </ul> | |
| 1447 | </ li> | |
| 1448 | </ul> | |
| 1449 | ||
| 1450 | ||
| 1451 | </div> | |
| 1452 | ||
| 1453 | </div> <!- --Tab---> | |
| 1454 | ||
| 1455 | <div id="tabs- explore"> | |
| 1456 | ||
| 1457 | <di v id="targ etContaine rRegister" class="ta rget-Conta iner-Regis ter" styl e="height: 98%; over flow: auto "> | |
| 1458 | <di v id="acco rdion2"> | |
| 1459 | < h5 style=" background : none; bo rder: none ; outline: 0; box-sha dow: none; " id="acco rdionDataM odel"> | |
| 1460 | <a href= "#">Data M odel</a> | |
| 1461 | < /h5> | |
| 1462 | ||
| 1463 | <div> | |
| 1464 | ||
| 1465 | <div i d="refresh Container- explore" c lass="refr esh-contai ner-ex"> | |
| 1466 | ||
| 1467 | <inp ut id="txt FindExplor e" class=" controls-i nput" styl e="border: 1px solid gray; widt h: 70% !im portant;" type="text " placehol der="Searc h data mod el..." /> &nbs p; | |
| 1468 | <div class="co ntrols"> | |
| 1469 | <selec t class="c ontrols-in put-select " id="expl oregenerat or" > | |
| 1470 | <o ption valu e="Select Generator" >Select Ge nerator</o ption> | |
| 1471 | <o ption valu e="CreateR ecord">Cre ateRecord< /option> | |
| 1472 | <o ption valu e="UpdateR ecord">Upd ateRecord< /option> | |
| 1473 | <o ption valu e="UpdateR ecord">Upd ateCreateR ecord</opt ion> | |
| 1474 | <o ption valu e="XML">XM L</option> | |
| 1475 | <o ption valu e="JSON">J SON</optio n> | |
| 1476 | </sele ct> & nbsp; | |
| 1477 | </div> | |
| 1478 | <inp ut id="ref reshExplor e" type="i mage" src= "north52_i mage_progr ess" > | |
| 1479 | <inp ut id="sav eExplore" type="imag e" src="/W ebResource s/north52_ /css/image _command" onclick="N orth52.For mulaEditor .ExploreGe nerator(); " > | |
| 1480 | </div> | |
| 1481 | ||
| 1482 | ||
| 1483 | <div id= "targetCon tainer" > | |
| 1484 | ||
| 1485 | <ul id=" treeexplor e" style=" margin-lef t: -15px"> | |
| 1486 | <li> | |
| 1487 | <a class=" ui-link">< span >Enti ties</span ></a> | |
| 1488 | <ul> | |
| 1489 | <li cl ass="file" ><a class= "ui-link"> <span titl e="">Loadi ng...</spa n></a></li > | |
| 1490 | </ul> | |
| 1491 | </li > | |
| 1492 | </ul> | |
| 1493 | ||
| 1494 | </div> | |
| 1495 | </div> | |
| 1496 | ||
| 1497 | <h5 sty le="backgr ound: none ; border: none; outl ine:0; box -shadow: n one;" id=" accordionG enerateDat aSlice"> | |
| 1498 | <a href= "#">Genera te Data Sl ice</a> | |
| 1499 | </h5> | |
| 1500 | ||
| 1501 | <div> | |
| 1502 | ||
| 1503 | <div id="refres hContainer -explore" class="ref resh-conta iner-ex"> | |
| 1504 | ||
| 1505 | <input id="txtFi ndDataSlic e" class=" controls-i nput" styl e="border: 1px solid gray; widt h: 70% !im portant;" type="text " placehol der="Searc h records. .." />&nb sp; | |
| 1506 | <div c lass="cont rols"> | |
| 1507 | <s elect clas s="control s-input-se lect" id=" dataslicee ntity" > | |
| 1508 | <option value="Sel ect Genera tor">Loadi ng</option > | |
| 1509 | ||
| 1510 | </ select>&nb sp; | |
| 1511 | </div> | |
| 1512 | ||
| 1513 | <input id="refre shDataSlic e" type="i mage" src= "north52_i mage_progr ess" > | |
| 1514 | <input id="saveD ataSlice2" type="ima ge" src="/ WebResourc es/north52 _/css/imag e_command" onclick=" North52.Fo rmulaEdito r.DataSlic eGenerator ();"> | |
| 1515 | </div> | |
| 1516 | ||
| 1517 | ||
| 1518 | <div id="t argetConta iner" > | |
| 1519 | ||
| 1520 | ||
| 1521 | <u l id="tree dataslice" style="ma rgin-left: -15px"> | |
| 1522 | <li > | |
| 1523 | <a c lass="ui-l ink"><span >Records</ span></a> | |
| 1524 | ||
| 1525 | ||
| 1526 | </li> | |
| 1527 | </ ul> | |
| 1528 | </div> | |
| 1529 | ||
| 1530 | </div> | |
| 1531 | ||
| 1532 | </div> | |
| 1533 | </div> | |
| 1534 | </div> <!- --Tab---> | |
| 1535 | ||
| 1536 | ||
| 1537 | ||
| 1538 | ||
| 1539 | <div id="tabs- fetchxml"> | |
| 1540 | ||
| 1541 | <div id= "refreshCo ntainer-fe tchxml" cl ass="refre sh-contain er"> | |
| 1542 | <input id="txtFi ndFetchXml " class=" controls-i nput" styl e="border: 1px solid gray; widt h: 90%;" t ype="text" placehold er="Search fetch-xml ..." /> | |
| 1543 | <input id="addFe tchXml" s tyle="padd ing-left: 10px; padd ing-right: 3px; heig ht:12px;" onclick="N orth52.For mulaEditor .AddFetchX ML();" typ e="image" src="north 52_image_b pa_add"> | |
| 1544 | <input id="refre shFetchXml " style="f loat: righ t;" onclic k="North52 .FormulaEd itor.Refre shSource() ;" type="i mage" src= "north52_i mage_refre sh"> | |
| 1545 | </div> | |
| 1546 | ||
| 1547 | <div i d="targetC ontainer" style="hei ght: 93%; overflow: auto"> | |
| 1548 | ||
| 1549 | ||
| 1550 | <ul id ="treedeta il"> | |
| 1551 | <l i class=" folder"> | |
| 1552 | <a class ="ui-link" ><span>Que ry Details </span></a > | |
| 1553 | <ul> | |
| 1554 | <li class="fil e"><a clas s="ui-link "><span ti tle="">Loa ding...</s pan></a></ li> | |
| 1555 | </ul> | |
| 1556 | </ li> | |
| 1557 | </ul> | |
| 1558 | ||
| 1559 | </div> | |
| 1560 | ||
| 1561 | ||
| 1562 | </div> <!- --Tab---> | |
| 1563 | ||
| 1564 | </di v> <!---Ta bs---> | |
| 1565 | </div> < !---Panel1 ---> | |
| 1566 | ||
| 1567 | <div id= "panel2alp ha"> | |
| 1568 | ||
| 1569 | <ul class="wij mo-wijribb on wijmo-w ijribbon-s imple ui-s tate-defau lt ui-help er-clearfi x" id="fly outmenu" s tyle="marg in: 0px; b order: 0px currentCo lor; width : 100%; he ight: 34px ; position : relative ; border-i mage: none ;"> | |
| 1570 | <li> | |
| 1571 | <a hre f="#">Oper ators</a> | |
| 1572 | <ul> | |
| 1573 | <l i><a href= "#">+</a>< /li> | |
| 1574 | <l i><a href= "#">-</a>< /li> | |
| 1575 | <l i><a href= "#">*</a>< /li> | |
| 1576 | <l i><a href= "#">/</a>< /li> | |
| 1577 | <l i><a href= "#">!</a>< /li> | |
| 1578 | <l i><a href= "#">=</a>< /li> | |
| 1579 | <l i><a href= "#">!=</a> </li> | |
| 1580 | <l i><a href= "#"><</ a></li> | |
| 1581 | <l i><a href= "#">></ a></li> | |
| 1582 | <l i><a href= "#">In</a> </li> | |
| 1583 | <l i><a href= "#">Or</a> </li> | |
| 1584 | <l i><a href= "#">And</a ></li> | |
| 1585 | </ul> | |
| 1586 | </li> | |
| 1587 | <li> | |
| 1588 | <a hre f="#">Snip pets</a> | |
| 1589 | <ul> | |
| 1590 | <l i><a href= "#">NoOp</ a></li> | |
| 1591 | <l i><a href= "#">Case</ a></li> | |
| 1592 | <l i><a href= "#">If</a> </li> | |
| 1593 | <l i><a href= "#">IfTrue </a></li> | |
| 1594 | <l i><a href= "#">ForEac hRecord</a ></li> | |
| 1595 | <l i><a href= "#">DoLoop </a></li> | |
| 1596 | <l i><a href= "#">SmartF low</a></l i> | |
| 1597 | <l i><a href= "#">Commen t</a></li> | |
| 1598 | ||
| 1599 | </ul> | |
| 1600 | </li> | |
| 1601 | ||
| 1602 | <li> | |
| 1603 | <a hre f="#">Comm ands</a> | |
| 1604 | <ul> | |
| 1605 | <l i><a href= "#">Toggle Editor</a ></li> | |
| 1606 | <l i><a href= "#">Save R ecord</a>< /li> | |
| 1607 | </ul> | |
| 1608 | ||
| 1609 | </li> | |
| 1610 | ||
| 1611 | <div id="r ibbon" sty le="height : 26px; fl oat: right ;"> | |
| 1612 | <butto n type="bu tton" name ="btnValid ate" title ="Performs a basic a nd advance d syntax c heck on yo ur formula .  0;Note 1: You must s ave your f ormula cha nges befor e the adva nced synta x check wi ll pick th em up." cl ass="wijmo -wijribbon -button-va lidate"></ button> | |
| 1613 | <butto n type="bu tton" name ="btnClear " title="C lears the contents o f the form ula descri ption " cl ass="wijmo -wijribbon -button-cl ear"></but ton> | |
| 1614 | <butto n type="bu tton" name ="btnRunCo mmand" tit le="Execut es the for mula." cla ss="wijmo- wijribbon- button-com mand"></bu tton> | |
| 1615 | <butto n type="bu tton" name ="btnFunct ionWizard" title="Fu nction Wiz ard" class ="wijmo-wi jribbon-bu tton-funct ion" id="b tnFunction Wizard" ></button> | |
| 1616 | </div> | |
| 1617 | ||
| 1618 | </ul > | |
| 1619 | ||
| 1620 | <div id="slide -panel-wiz ard"> | |
| 1621 | <div id= "admin-pan el-wizard" class="ad min"> | |
| 1622 | <div cla ss="panel panel-defa ult"> | |
| 1623 | <di v class="p anel-headi ng"> | |
| 1624 | <div id="curre nt-functio n">Wizard activation : Shift-Cl ick a func tion name from the f unction li st.</div> | |
| 1625 | </ div> | |
| 1626 | </div> | |
| 1627 | </div> | |
| 1628 | </div> | |
| 1629 | ||
| 1630 | <di v id="slid e-panel-te ster"> | |
| 1631 | <div id= "admin-pan el-tester" class="ad min"> | |
| 1632 | <div cla ss="panel panel-defa ult"> | |
| 1633 | <di v style="o verflow: a uto;" clas s="panel-h eading"> | |
| 1634 | <div id="d ivwrapper" > | |
| 1635 | Allows you to execut e the curr ent formul a, includi ng any par ameters. | |
| 1636 | <br /></br > | |
| 1637 | <button id ="btnOk" c lass="btn btn-primar y" onclick ="North52. FormulaTes t.Ok()" ty pe="submit ">Execute< /button> | |
| 1638 | <br></br> | |
| 1639 | <table id= "north52_p arameterLi st"></tabl e> | |
| 1640 | <br></br> | |
| 1641 | <div id="m essage"></ div> | |
| 1642 | </div> | |
| 1643 | </div> | |
| 1644 | </div> | |
| 1645 | </div> | |
| 1646 | </div> | |
| 1647 | ||
| 1648 | <div id="formu la"></div> | |
| 1649 | ||
| 1650 | <div id="formu laLeft" st yle="float : left; w idth: 99.7 %;" > | |
| 1651 | <tex tarea cla ss="ui-hel per-reset" id="formu labox" sty le="float: left; bor der: 1px s olid gray; width: 10 0%; height : 21px; ov erflow: hi dden; marg in-top: 1p x; margin- bottom: 1p x; display : none; re size: none ;" spellch eck="false " onblur=" North52.Fo rmulaEdito r.SetCurso rPositionF ormulaBox( );"></text area> | |
| 1652 | <div id= "formulabo xui" style ="float: l eft; width : 98.5%; h eight: 21p x; overflo w: hidden; margin-to p: 1px; ma rgin-botto m: 1px; di splay: non e; resize: none;" sp ellcheck=" false"></d iv> | |
| 1653 | ||
| 1654 | </di v> | |
| 1655 | ||
| 1656 | <di v id="form ulaRight" style="flo at: right; width: 0. 1%;"> | |
| 1657 | <in put id="to ggleFormul aBox" sty le="float: right; m argin-top: 4px; mar gin-bottom : 1px; mar gin-right: 6px; disp lay: none; " onclick= "North52.F ormulaEdit or.ToggleF ormulaBox( );" type=" image" src ="north52_ image_bpa_ add"> | |
| 1658 | ||
| 1659 | ||
| 1660 | </ div> | |
| 1661 | ||
| 1662 | <div id="ss" s tyle="floa t: left; b order: 1px solid gra y; width: 99.6%; hei ght: 87.5% ; display: none;"> < /div> | |
| 1663 | ||
| 1664 | ||
| 1665 | <div t itle="Func tion Wizar d" id="dia logFunctio nWizard"> | |
| 1666 | </div> | |
| 1667 | <div t itle="Exec ute Comman d" id="dia logExecute Command"> | |
| 1668 | </div> | |
| 1669 | <div t itle="Form ula Guide" id="dialo gFormulaGu ide" style ="backgrou nd-color: #eee;"> | |
| 1670 | </div> | |
| 1671 | ||
| 1672 | <ul id="contex tMenu" > | |
| 1673 | ||
| 1674 | <l i><a><span class="wi jmo-wijmen u-text n52 -menu-item ">Insert</ span></a> | |
| 1675 | <ul> | |
| 1676 | <li> <a><span c lass="wijm o-wijmenu- text n52-m enu-item"> Insert Row </span></a ></li> | |
| 1677 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">In sert Condi tion</span ></a></li> | |
| 1678 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">In sert Actio n</span></ a></li> | |
| 1679 | <hr> | |
| 1680 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">In sert Decis ion Table </span></a ></li> | |
| 1681 | <li> <a><span c lass="wijm o-wijmenu- text n52-m enu-item"> Insert Dup licate Dec ision Tabl e</span></ a></li> | |
| 1682 | <hr> | |
| 1683 | <li> <a><span c lass="wijm o-wijmenu- text n52-m enu-item"> Insert For EachRecord </span></a ></li> | |
| 1684 | <li> <a><span c lass="wijm o-wijmenu- text n52-m enu-item"> Insert DoL oop</span> </a></li> | |
| 1685 | <hr> | |
| 1686 | <li> <a><span c lass="wijm o-wijmenu- text n52-m enu-item"> Insert Inl ine Calcul ation (==) </span></a ></li> | |
| 1687 | <li> <a><span c lass="wijm o-wijmenu- text n52-m enu-item"> Insert Tab le Calcula tion (===) </span></a ></li> | |
| 1688 | <li><a><sp an class=" wijmo-wijm enu-text n 52-menu-it em">Insert Increment Calculati on (+=)</s pan></a></ li> | |
| 1689 | <li><a><sp an class=" wijmo-wijm enu-text n 52-menu-it em">Insert Decrement Calculati on (-=)</s pan></a></ li> | |
| 1690 | </ul> | |
| 1691 | </ li> | |
| 1692 | ||
| 1693 | <li><a><sp an class=" wijmo-wijm enu-text n 52-menu-it em">Delete </span></a > | |
| 1694 | <ul> | |
| 1695 | <li>< a><span cl ass="wijmo -wijmenu-t ext n52-me nu-item">D elete Row< /span></a> </li> | |
| 1696 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">De lete Colum n</span></ a></li> | |
| 1697 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">De lete Table </span></a ></li> | |
| 1698 | </ul> | |
| 1699 | </ li> | |
| 1700 | ||
| 1701 | <li><a><sp an class=" wijmo-wijm enu-text n 52-menu-it em">Cells< /span></a> | |
| 1702 | <ul> | |
| 1703 | <li> <a><span c lass="wijm o-wijmenu- text n52-m enu-item"> Cut</span> </a></li> | |
| 1704 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">Co py</span>< /a></li> | |
| 1705 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">Pa ste</span> </a></li> | |
| 1706 | </ul> | |
| 1707 | </ li> | |
| 1708 | ||
| 1709 | ||
| 1710 | ||
| 1711 | ||
| 1712 | < li><a><spa n class="w ijmo-wijme nu-text n5 2-menu-ite m">Set Con dition Col umn Option s</span></ a> | |
| 1713 | <ul> | |
| 1714 | ||
| 1715 | <li><a><sp an class=" wijmo-wijm enu-text n 52-menu-it em">Condit ion</span> </a></li> | |
| 1716 | <li>< a><span cl ass="wijmo -wijmenu-t ext n52-me nu-item">C ondition-O r</span></ a></li> | |
| 1717 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">Co ndition-Co mpound-Or- </span></a ></li> | |
| 1718 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item">Co ndition-Or -Compound- Or-</span> </a></li> | |
| 1719 | </ul> | |
| 1720 | </ li> | |
| 1721 | ||
| 1722 | ||
| 1723 | ||
| 1724 | ||
| 1725 | ||
| 1726 | <l i><a><span class="wi jmo-wijmen u-text n52 -menu-item ">Set Acti on Column Options</s pan></a> | |
| 1727 | <ul> | |
| 1728 | <li>< a><span cl ass="wijmo -wijmenu-t ext n52-me nu-item">S et ClientS ide Action </span></a ></li> | |
| 1729 | <li ><a><span class="wij mo-wijmenu -text n52- menu-item" >Set Serve rSide Acti on</span>< /a></li> | |
| 1730 | </ul> | |
| 1731 | </ li> | |
| 1732 | ||
| 1733 | ||
| 1734 | ||
| 1735 | < li><a><spa n class="w ijmo-wijme nu-text n5 2-menu-ite m">Set She et Options </span></a > | |
| 1736 | <ul> | |
| 1737 | <li> <a><input style="mar gin-left:8 px;margin- top:0px;ma rgin-botto m:0px;" id ="cbx_defa ulttocreat e" type="c heckbox" / ><span cla ss="wijmo- wijmenu-te xt n52-men u-item"> U se CreateR ecord </sp an></a></l i> | |
| 1738 | <li> <a><input style="mar gin-left:8 px;margin- top:0px;ma rgin-botto m:0px;" id ="cbx_defa ulttoupdat e" type="c heckbox" c hecked="ch ecked"/><s pan class= "wijmo-wij menu-text n52-menu-i tem"> Use UpdateReco rd </span> </a></li> | |
| 1739 | <li> <a><input style="mar gin-left:8 px;margin- top:0px;ma rgin-botto m:0px;" id ="cbx_defa ulttotarge tentity" t ype="check box" /><sp an class=" wijmo-wijm enu-text n 52-menu-it em"> Use T argetEntit y </span>< /a></li> | |
| 1740 | <li> <a><input style="mar gin-left:8 px;margin- top:0px;ma rgin-botto m:0px;" id ="cbx_defa ulttoclien tside" typ e="checkbo x" /><span class="wi jmo-wijmen u-text n52 -menu-item "> Use Cli entSide </ span></a>< /li> | |
| 1741 | </ul> | |
| 1742 | </ li> | |
| 1743 | ||
| 1744 | ||
| 1745 | ||
| 1746 | ||
| 1747 | ||
| 1748 | <li><a><sp an class=" wijmo-wijm enu-text n 52-menu-it em">Hit Po licy</span ></a> | |
| 1749 | <ul> | |
| 1750 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item"> E xit this D ecision Ta ble on Fir st Match < /span><inp ut style=" margin-lef t:8px;marg in-top:0px ;margin-bo ttom:0px;" id="cbx_e xitfirstma tch" type= "checkbox" checked=" checked">< /a></li> | |
| 1751 | <li><a ><span cla ss="wijmo- wijmenu-te xt n52-men u-item"> E xit All De cision Tab les on Fir st Match < /span><inp ut style=" margin-lef t:8px;marg in-top:0px ;margin-bo ttom:0px;" id="cbx_e xitfirstma tchall" t ype="check box" check ed="checke d"></a></l i> | |
| 1752 | < /ul> | |
| 1753 | </ li> | |
| 1754 | ||
| 1755 | <li><a><sp an class=" wijmo-wijm enu-text n 52-menu-it em">Operat ions</span ></a> | |
| 1756 | <ul> | |
| 1757 | <li><a><sp an class=" wijmo-wijm enu-text n 52-menu-it em">Toggle Advanced Mode</span ></a></li> | |
| 1758 | <li> <a><span c lass="wijm o-wijmenu- text n52-m enu-item"> Toggle Exc lude Colum ns</span>< /a></li> | |
| 1759 | < /ul> | |
| 1760 | </ li> | |
| 1761 | ||
| 1762 | ||
| 1763 | ||
| 1764 | ||
| 1765 | </ul> | |
| 1766 | ||
| 1767 | </div> <!- --panel2al pha---> | |
| 1768 | ||
| 1769 | </di v> <!---Sp litter---> | |
| 1770 | ||
| 1771 | </div><! ---Contain er---> | |
| 1772 | ||
| 1773 | </body></h tml> |
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