Variable List 

Current User 

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

@me.firstname@ 

Will be replaced by current user's firstname

@me.lastname@

@me.email@

@me.phone@

@me.companyname@

@me.type@ 

• Returns 'User', 'Local User Administrator' or 'Global User Administrator'

UTA Level 1, Sales Opportunity and Job Variables 

@name@

• Standard field Application Name

@type@

• Standard field Application Template Type

@status@ 

• Standard field Status

@typecaption@ 

• Standard field Application Template Type Caption

@statuscaption@ 

• Standard field Status Caption

@type_lang@ 

• Standard field Application Template Type (Based on user language setting)

@status_lang@ 

• Standard field Status (Based on user language setting)

@description@

@requirements@

@currency@

@revenue@

@probability@

@modifiedby@

@modifiedbyid@

@modifieddate@

@closedate@

@startdate@

@enddate@

@createddate@

@createdby@

@createdbyid@

@jobquestions@ 

• Displays as combo boxes

@jobquestionsr@ 

• Displays question only

@jobskills@

@owner.field@

• Example: @owner.fullname@ or @owner.address@ 

@person.field@

• Example: @person.fullname@ or @person.address@ 

@company.field@

• Example: @company.name@ or @company.address@ 

@company.owner.field@

• Example @company.owner.email@ 

@branch.field@

• Example: @branch.name@ or @branch.address@ 

@apptype@ 

• The Application ID (appid) of the UTA.

UTA Level 2 / Activities Variables 

@subject@

@description@

@location@

@startdate@

@enddate@

@isallday@

@modifieddate@ 

• Numeric value including time)

@longmodifieddate@ 

• Text value excluding time)

@starthour@ 

• 0-23

@starth@ 

• 0-12

@startpmam@ 

• PM or AM

@startminute@

@endhour@ 

• 0-23

@endh@ 

• 0-12

@endpmam@ 

• PM or AM

@endminute@

@owner@

@eownerid@ 

• UserID of the owner

@contact@

@assigned@

@eventid@

@typename@

@objectid@

@objecttype@

@rootcompanyid@

@rootcompany.name@

@contact.field@

• Example: @contact.firstname@ or @contact.email@ 

@assigned.field@

• Example: @assigned.firstname@ or @assigned.email@ 

@contact.company.field@

• Same as assigned - Example: @contact.company.address@ or @contact.company.city@ 

Custom Field Variables 

@customfield name@

• Retrieve Custom Field data by name - Example: @more information@ 

@#customfield id#@ 

• Retrieve Custom Field data by ID - Example: @#17342#@ 

UTA Level 1 variables called from UTA Level 2 

If your source field is a Level 2, you can call Level 1 field data using:

@parent.fieldname@

@parent.#fieldid#@ 

• Note: All field names should be entirely lower case - Example: @parent.status@ or @parent.startdate @ or @parent.#12345#@ 

UTA Level 2 variables called from UTA Level 3 

When working at Level 3, you can call Level 2 variables using:

@parent.fieldname@

@parent.#fieldid#@

• Note: All field names should be entirely lower case

UTA Level 1 variables called from UTA Level 3 

If your source field is a Level 3, you can pull Level 1 field data using:

@parent.parent.fieldname@

@parent.parent.#fieldid#@ 

• Note: All field names should be entirely lower case

Level 3 Associated Parent (Opportunity) 

Where Payment Allocation is enabled you have two models to choose from before configuring: usually the Associated Parent is a Funding Stream of Overall Budget (event) and the associated object is the Disbursement (Level 3). In less granular cases the Associated Parent is the opportunity.

Level 3 Associated Parent 

If Payment Allocation is enabled, you can pull fields from the Associated Parent using the following variable:

@linkparent.fieldname@

If your associated payment is linked to the event you can pull fields from the opportunity using the following variable:

@linkparent.parent.fieldname@ 

• Example: @linkparent.parent.branch@ will return: "SmartSimple Inc."

On the company/branch:

@linkparent.parent.branch.Transit@ 

Field List 

People Fields 

firstname, lastname, fullname, title, email, phone, company, address, address2, city, province, state, country, postalcode, owner, modifieddate, cost, costunit, type, resourcename, isrecource, uprefix (prefix), usuffix (suffix), uphoneext (Phone Extension)

Company Fields 

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

Lead Fields 

status, description, name, phone, fax, address, address2, city, state, province, country, postalcode, website, firstname, lastname, contactphone, title, email, dat_added

UTA Contact and Account Variables 

Owner:

@owner.fieldname@

Person (Level 1 only):

@person.fieldname@

Assigned (Level 2 only):

@assigned.fieldname@

Company (Level 1 only):

@client.fieldname@

Use @client.categoryids@ to return a list of category IDs - comma delimited - note the leading comma - e.g. ",1234,555,666,"

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

Level 1 Contacts/Accounts 

Individual 

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

@contact.rolename.fieldname@

@company.rolename.fieldname@

Where : 

• rolename = the name of the role that has been assigned to the contact/account on the Level One item
• fieldname = the name of the field that is located on the contact's record.

Example: 

@contact.adjuster.firstname@ 

-or-

@company.funding agency.address@

Note: if there is more than one contact/account assigned with the rolename specified, only one will be displayed.

List 

To display a list of multiple contacts/accounts in the Level 1 contacts/accounts section:

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

See below for details on how to filter and sort lists.

• Note: to display the role that the contact or account is assigned on the Level 1 record use: ~role~
• Note: to display the name of the contact's company use: ~companyname~ 

Level 2 Contacts/Accounts 

Individual 

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

@contacts.rolename.fieldname@

Where: 

• rolename = the name of the role that has been assigned to the contact on the Level Two item
• fieldname = the name of the field that is located on the contact's record.

Example: 

@contacts.adjuster.firstname@

Note: if there is more than one contact assigned with the rolename specified, only one will be displayed.

Contacts 

To display a list of the contacts assigned at Level 2:

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

To display only contacts assigned at Level 2 with a specific role/roles (only relevant if the Level 2 Multiple Contact List is enabled)

[#(?object=contact::criteria=roleid=12345) ~firstname~ ~lastname~ ~email~ #]

To get the intersection record identifier (equivalent to ~oprid~ at Level 1) (i.e. for use in Pandora functions)

[#(?object=contact) ~lnkid~ #]

To display the contact's profile status:

[#(?object=contact) ~firstname~ ~lastname~ ~ustatusid~ #]

Notes: 

• Contacts at level 2 cannot be filtered by rolename, only roleid
• If the multiple contact list is enabled use ~role~ to display the assigned role.

Accounts 

To display information for a single account in the Level 2 accounts section:

@companies.rolename.fieldname@

To display a list of the companies assigned at Level 2:

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

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

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

Notes: 

• The Account standard field is only available at Level 2 when the Multiple Account list is enabled. See here for details.

To display Level 1 Company Role or Contact Role custom fields 

[#(?object=company;)$?opc_customfieldid$#] 

[#(?object=contact;)$?opr_customfieldid$#]

Where: 

• customfieldid is the numeric id of the custom field

Note: for level 2 records (when the multiple contact/company list(s) are enabled) use $ ?opr2_customfieldid$ and $?opc2_customfieldid$ 

Following the same format above, you can also reference custom fields on the company role using the @#field id#@ syntax.

Contact Detail 

~uprefix~ ~firstname~ ~lastname~ 

~uaddress~ ~uaddress2~ 

~ucity~, ~ustate~ ~upostalcode~ 

To display Company Association or Contact Association fields 

The syntax for extracting information on the entity to which they are associated is as follows . . .

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

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

Where: 

• standard field name = name of the standard field
• custom field id = the numeric id of the custom field
• custom field name = the name of the custom field

The syntax for extracting information on fields that are on the intersection, rather than the entity to which they are associated, is as follows . . .

[#(?object=association) ~afcompanyid~ #]
[#(?object=companyassociation)~afroleid~ #]

Other intersection specific variables options include:

• ~afcid~: association (intersection) record id.
• ~afcompanyid~: companyid of associated company
• ~afcontactid~: userid of associated contact
• ~afroleid~: roleid of association
• ~afstartdate~: start date of association
• ~afenddate~: end date of association

Role Based Custom Fields 

When you have a Custom Field such as a Web Page View or MS Word Merge that is located on a User Role or Company Role you can access:

UTA Level 1 Information:

@levelone.fieldname@

@levelone.customfieldid@  

Contact Information:

@contact.fieldname@

@contact.customfieldid  @  

Company Information:

@company.fieldname@

@company.customfieldid@  

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

@owner.fieldname@  

Person:

@person.fieldname@  

Contact:

@contact.rolename.fieldname@  

where rolename is the role they are assigned on the Level 1 record 

Display a List of Activities, Notes, Transactions, Contacts, Companies, Consumers, Providers 

Syntax 

  [#(?object=  objectname  ::{options})~standardfieldname~ $customfieldname$#]  

Where:

• objectname is the name of the item to be listed.

Either: address, activity, assign, contact, user, group, company, notes, association, companyassociation, transaction, timesheet , level-1 , utaproviderL1 , utaproviderL2 , utaconsumerL1 , utaconsumerL2 or linkactivity 

• standardfieldname is the name of a standard field (between tildes, ~)
• customfieldname is the name of a custom field (between dollar signs, $)

Notes: 

• You can refer to Custom Fields in the list using the Custom Field ID instead of the field name, still between dollar signs ( $12345$ )
• level-1 can only be used as an object when referenced from a contact record. Also level-1 will only list the level 1s that the contact has been added to in the contacts section.
• You can include text as well as variables within the [#...#] syntax.
• When using this syntax for Web Page Views , Read Only – System Variables etc. you will usually want to include HTML table formatting within the [#...#] syntax (see examples below). For MS Word Merge custom fields the table defined on the MS Word Template document, with the columns delimited by pipes (|) within the [#...#] .
• ~Index~ can be used to number the lines (1, 2, 3...) Note: ~index~ does not work for all lists. For example, it cannot be used when listing contacts associated with a Level 1.
  • ~Index~ (upper case 'I') starts numbering at 1, ~index~ (lower case 'i') starts numbering at 0.
  • ~eventid~ will display the id of the level 2.

Options: 

• multiple options (i.e. a criteria and an orderby option) can be included, separated by a comma

Important: Any custom fields that you use as criteria or orderby must appear in the display. If you do not wish to display the field you can place it in a comment. (i.e.: <!--$12343$-->) However, if referencing a field as a property of a table you must show the value.

Examples: 

• To generate a list of Level 2 activities for a MS Word Merge :

[#(?object=activity)|~statusname~|~typename~|$speciality$|$123456$|#

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

[#(?object=utaconsumer::criteria=statusname IN ('Placed','Resigned/Terminated'))~ownername~,~ownerid~ #]

• To Display custom fields via List Syntax for Invoicing (objectname=appliedtoinvoices). Grabbing a custom field value off the invoice (ie. 282588) and into an adjustment.

Example: 

[#(?object=appliedtoinvoices)$282588$#]

• Note: refer to the custom field by the number ONLY, do not use the custom field name.

[#(?object=contact) #]

• To generate a list of all contacts for a Web Page View or Read Only – System Variables custom field (note that the HTML table formatting is included within the [#...#] syntax)

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

• For a list of Level 2 (or Level 3) activities sorted by Start Date in descending order:

[#(?object=activity::orderby=startdate desc)#]

• For a list of contacts assigned to a Level 1 with the role of "Internal People", sorted by surname:

[#(?object=contact::orderby=lastname::criteria=rolename='Internal People')#]

• For a list of level 1 records, including owner details, that a Company has been assigned to:

[#(?(object =level-1) NAME: ~name~ OWNERID: ~ownerid~ OWNERNAME: ~ownername~ #]

• To display the level 1 ID of the level 1 records:

[#(?(object =level-1) OPPORTUNITY ID: ~op.opportunityid as oppid~ #]

• For a list of all companies that the owner of a UTA record is associated with:

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

• To get a comma-separated list of the companyids of all the companies the current user is associated with with roleid 54545:

@me.[#(?object=association::criteria=roleid=54545)~afcompanyid~,#]@

• For a list of all contacts associated to the current user's parent company record (associated to the company with roleid 12345):

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

• For a list of a company's Active(current date is between start and end date) associations:

[#(?object=association::criteria=(afstartdate is null OR afstartdate<='@date(currentdate)@') AND (afenddate is null OR afenddate>='@date(currentdate)@'))~userid~,#]

• For a list of all contacts/users located under a company with a given role:

[#(?object=user::criteria=rolelist like '%,12345,%') ~email~ #]

• To count the number of contacts assigned with the role of Reviewer:

[#(?object=contact::criteria=rolename="Reviewer"::groupfunction=count)~userid~#]

• To include and format a date stored in a custom field:

[#(?object=activity)<!--@sscalculation(date_format("$fieldname$","%M %d, %Y"))-->#]

• With multiple criteria:

[#(?object=contact::criteria=(rolename='External' or rolename='Internal'))~firstname~ ~lastname~#]

• With multiple order criteria:

[#(?object=activity::orderby=tbl_1765133.valuestr desc, tbl_1765119.valuestr desc)~type~, $1765133$, $1765119$<br />#]

Note: multiple options (i.e. a criteria and an orderby option) can be included, separated by commas (,) 

• To sort descending by a custom field called Total Hours with a custom field id of 67292 :

[#(?object=activity::orderby=tbl_67292.valuestr desc)Subject: ~subject~Total Hours: $Total Hours$Start Date: ~startdate~#]

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

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

[#(?object=utaconsumerL1::orderby=tbl_15868.valuestr*1::criteria=(statusname='Member Review'))

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

• To list a specific activity type only:

[#(?object=activity::orderby=startdate::criteria=typename='This Activity Type')~subject~~location~~startdate~#]

• To list activities based on the type ID ( Level 2 and Level 3 only ):

[#(?object=activity::orderby=startdate::criteria=typeid='24160')#]

• To include a hyperlink to the object:

• To list activities based on status Draft and sort by startdate :

• To list activities based on the status ID ( Level 2 and Level 3 only ):

• To list UTA Providers:

[#(?object=utaproviderL1::criteria=rolename="Panel") ~name~ ~typename~ ~statusname~ ~enddate~ $Panel Review Date$ $Panel ID
<!-- @sscalculation(@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" == "A") 1+#]@ 0)-->#]

• To list notes (from the record that contains the notes):

[#(?object=notes::orderby=createddate desc)~notes~~createddate~~username~#]

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

• To list all companies under a parent company record:

[#(?object=company) ~name~ #]

• To list all L3 allocations within a L2 budget record:

[#(?object=linkactivity) ~subject~ #]

• To sum or count all the L3 allocations from the budget L2 record:

@linkactivity.sum(...)@ or @linkactivity.count(...)@

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

[#(?object=activity::orderby=startdate desc)~subject~~description~~startdate~
[@(?object=notes::orderby=createddate desc)~notes~~createddate~~username~@]#]

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

• To do a sum of all the unpaid payment transaction:

Total Paid: [#(?object=transaction::criteria=trstranstype=11 and tbl_1145339.valuestr='Paid'::groupfunction=sum)$1145183$ #] Note: $1145339$ - Status of payment $1145183$ - Payment Amount

Referencing Standard Fields of UTA Providers 

Example: 

[#(?object=utaproviderL1) ~typename~ | ~statusname~ <br />#]

Example: 

[#(?object=utaproviderL2) ~typename~ | ~statusname~ <br />#]

If you have multiple different UTAs connected as providers, you  can use criteria to filter:

[#(?object=utaproviderL1::criteria=provappid="12345") ~typename~ | ~statusname~ <br />#]

To Format the Start Date or Start Time 

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

or

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

Note: 

• If you wish to use "orderby=startdate" , along with a date format other than yyyy-mm-dd you must use a slightly different syntax.
• Using "~date_format(startdate,'%d-%m-%Y') as startdate~" when using "orderby=startdate" will cause the date to be ordered by dd-mm-yyyy (rather than yyyy-mm-dd, which is chronological)
• To avoid this, change "date_format(startdate,'%d-%m-%Y') as startdate " to "date_format(startdate,'%d-%m-%Y') as sdate " 

Displaying Both Level 2 and Level 3 Activities at Level 1 

When displaying a list of Level 2 activities using the [#(?object=activity;)...#] syntax, the corresponding Level 3 activities can be displayed under each of the parent Level 2 activities.

To facilitate this you must create a Read Only - System Variable field at Level 2 that contains the list of Level 3 activities, formatted and filtered as desired.

You can use Visibility Conditions , Role Field Permissions or Status Field Permissions to prevent the field from being displayed on the Level 2 record. 

Example: 

• Create a Level 2 Read Only - System Variable Custom Field called Level 3 Activity List with the following:

[#(?object=activity::orderby=typename)Level 3 Activity: ~typename~ ~location~#]

Then create either a Web Page View or Read Only - System Variable at Level 1:

[#(?object=activity::orderby=startdate) Level 2 Activity: ~subject~ ~statusname~ ~startdate~ ~enddate~ $Level 3 Activity List$ #]

where "Level 3 Activity List" is the name you gave the Read Only – System Variable field

Level 3s with Less Than 25 Fields 

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

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

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

Note: 

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

Example: 

• To display a list of Level 2 activities, including any Level 3 activities under their parent Level 2 activity:

[#(?object=activity::orderby=startdate)Level 2 Activity: ~subject~ ~statusname~ ~startdate~ ~enddate~[@(?object=activity;orderby=typename) Level 3 Activity: ~typename~ ~location~@]#]

Displaying a Specific Number of Items in a List 

When you want to display only a specific number of activities or transactions using list syntax, you can utilize the sslogic function in combination with ~index~. This approach allows you to precisely control the number of items shown by leveraging the indexing capabilities provided by ~index~. Essentially, sslogic can be used to apply conditional logic based on the position of each item in the list, enabling you to filter or limit the displayed entries according to your desired criteria. By integrating these two elements, you gain fine-grained control over the presentation of your activity or transaction lists, ensuring that only the specified number of entries appear in your output.

 [#(?object=object::orderby=field) 
    <!--@sslogic(~index~=num)--> 
       ~standard field~ $custom field$ <br /> 
    <!--@end--> 
  #] <br /> 

where: 

• num = number of activities that should be displayed

XML Variables 

Count how many options were selected 

<!--@sscalculation(@xml.XML Field.People.Person[#(?criteria="~type.nodevalue~" == "A") 1+#]@ 0)-->

Filtered XML display output 

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

Date/Time Variables 

Standard Fields Date/Time 

Variable List: 

@startdate@

@enddate@

@closedate@

@modifieddate@

Date formatted according to user preferences (At Level 1 Modified Date also includes the time)

@longstartdate@

@longenddate@

@longclosedate@

@longmodifieddate@

formatted as: Friday, January 23, 2009

@fullstartdate@

@fullenddate@

@fullclosedate@

@fullmodifieddate@

formatted as: 2009-01-23 15:40:00

@datetime(fullstartdate)@

@datetime(fullenddate)@

@datetime(fullclosedate)@

@datetime(fullmodifieddate)@

formatted as: 2009-01-23 15:40:00

@date(fullstartdate)@

@date(fullenddate)@

@date(fullclosedate)@

@date(fullmodifieddate)@

formatted as:  2009-01-23

• Note : Start Time and End Time are stored within the fullstartdate and fullenddate fields respectively. They can be accessed and formatted using the variables elements listed below.

To display specific elements of the Start Date, Start Time, End Date, End Time, Close Date, Modified Date

@month(fullstartdate)@

month number in Start Date 

@monthname(fullstartdate)@

name of month in Start Date 

@day(fullstartdate)@

day in Start Date 

@dayweek(fullstartdate)@

name of day in Start Date 

@year(fullstartdate)@

year in Start Date 

@hour(fullstartdate)@

hour in Start Time using 12 hour clock (0-12)

@ampm(fullstartdate)@

AM or PM reference for Start Time 

@hour24(fullstartdate)@

hour in Start Time using 24 hour clock (0-24)

@minute(fullstartdate)@

minute in Start Time 

Note: For End Date , Close Date or Modified Date - replace fullstartdate with fullenddate, fullclosedate or fullmodifieddate respectively.

• Seconds are not available for standard date/time fields
• Close Date does not have a time associated with it

Examples: 

• To display the Start Date in the format February 22, 1985 you would use:

@monthname(fullstartdate)@ @day(fullstartdate)@, @year(fullstartdate)@

• To display the End Time in the format 06:45PM you would use:

@hour(fullenddate)@:@minute(fullenddate)@@ampm(fullenddate)@

Current Date/Time 

Variable List: 

@datetime(currentdate)@

current date and time formatted as: yyyy-mm-dd HH:mm:ss

@date(currentdate)@

current date formatted as: yyyy-mm-dd

@currentdate@

current date formatted as: 2009 January 25

@now@

current date and time formatted as: 2009 August 25 11:05AM

• Workflows only. 

• Not available within UTAs

   

 To display specific elements of the current date or time :

@month(currentdate)@

current month number

@monthname(currentdate)@

name of current month

@day(currentdate)@

current day

@dayweek(currentdate)@

name of current day

@year(currentdate)@

current year

@hour(currentdate)@

current hour using 12 hour clock (0-12)

@ampm(currentdate)@

AM or PM reference for current time

@hour24(currentdate)@

current hour using 24 hour clock (0-24)

@minute(currentdate)@

current minute (seconds are not available for the current time)

Examples: 

• To display the current date/time in the format Friday at 19:55 you would use:

@dayweek(currentdate)@ at @hour24(currentdate)@:@minute(currentdate)@

Custom Fields Date/Time 

For a custom field on the same level as the Web Page View Field, you can parse out a particular date/time in a date field 

@date( fieldname )@

custom field date as for yyyy-mm-dd2013-05-17 

@month( fieldname )@

month number in fieldname 05

@monthname( fieldname )@

name of month in fieldname May

@day( fieldname )@

day in fieldname 17

@dayweek( fieldname )@

name of day in fieldname Friday

@year( fieldname )@

year in fieldname 2013

@hour( fieldname )@

hour in fieldname using 12 hour clock (0-12)12

@ampm( fieldname )@

AM or PM reference for time in fieldname AM

@hour24( fieldname )@

hour in fieldname using 24 hour clock (0-24)00

@minute( fieldname )@

minute in fieldname 00

@second( fieldname )@

second in fieldname 00 

Example: 

• To display the custom field Date Of Birth in the format 31-01-2001 you would use:

@day(date of birth)@-@month(date of birth)@-@year(date of birth)@ 

Note: This syntax will not work for custom fields on a different level. You will not be able to reference, for example, @day(parent. fieldname )@. To parse out date/time information from a custom field on a different level, use the sscalculation syntax.

Miscellaneous Variables 

Adding an image from Upload fields 

Users can return image thumbnails or meta data from multiple file fields using the list syntax below":

• Show thumbnail image using thunbnailpath option:

@multi file name.template[# <img src="~thumbnailpath~" alt="" width="240" /> #]@

• Show thumbnail image and file name using filepath option:

@multi file name.template[# <img src="~filepath~/thumbnail/?maxwidth=240" alt="" width="240" />~filename~#]@

• Show thumbnail image and file name using compressedpath option:

@multi file name.template[# <img src="~compressedpath~/thumbnail/?maxwidth=240" alt="" width="240" />~filename~#]@

• Show file name, size and upload date:

@multi file name.template[# ~filename~, ~filesize~, ~uploaddate~#]@

 

Adding a File Upload button 

To display a button to upload to a Single File or Multiple Files custom field:

• Single File:

<input class="Button" type="button" value="Button Label" />

• Multiple Files:

<input class="Button" type="button" value="Button Label." />

where: 

• customfieldid = the field id of the Single or Multiple file custom field (without cf_ )

Example: 

<input class="Button" type="button" value="Multiple files..." />

Note: if adding to a Web Page View you will need to add the following to the page:

function include_dom(script_filename) {
    var html_doc = document.getElementsByTagName('head').item(0);
    var js = document.createElement('script');
    js.setAttribute('language', 'javascript');
    js.setAttribute('type', 'text/javascript');
    js.setAttribute('src', script_filename);
    html_doc.appendChild(js);
    return false;
}
function includejsfiles() {
  include_dom("/validate.js");
}

You will also have to call the includejsfiles function in the body onload:

 

Alternatively: 

You may also use @fieldname.uploadlink@ to get the url for the upload page and construct your own function to open the window.

Example: 

<input class="Button" type="button" value="Upload" />

function openupload(url)
{ 
    upload_window = window.open(url,'upload_window', 'menubar=yes,scrollbars=yes,width=800,height=600,status=no,resizable=yes,dependent=yes,alwaysRaised=yes');
    upload_window.opener = window;
    upload_window.focus();
}

Note: this method will only open the single file upload page.

Displaying a Dynamic Data Grid field 

To show a Dynamic Data – Data Grid field in a webpage view field use the following syntax:

@fieldname.table@

Retrieving History for Fields with Track Changes Enabled 

The following syntax is used to retrieve standard or custom field history:

For the Status standard field:

@HistoryOf(status)@ 

@HistoryOf(statuscaption)@ 

For a Custom Field :

@HistoryOf( customfieldid )@ 

OR

@HistoryOf( customfieldname )@ 

Notes: 

• HistoryOf is case sensitive.

For Hybrid Sign-Up Pages 

The @user_input_form@ will display the associated user sign up form on a company sign up page if included in the HTML template of the company sign up page.

 

Currency Format 

You can use the following syntax to format a custom field with currency: @format(L2 Subcontract total y1,currency,USD,2)@. The last parameter can be changed from 2 to 0 to display as a whole number.

Session Variables 

When using features such as Organization Switching, you may want to pull in specific data based on your current session.

Company Fields: @sessioncompany.fieldname@ 

Example: @sessioncompany.name@ would return the Company Name of the organization you are currently logged in as.

Controls 

Hide a variable if it is missing 

Put the following in front of variable name.

<!--hideifnotfound--> 

Example :

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

Note: the <!--hideifnotfound--> and the variable must be in immediate succession, and not separated by a space.

How to display different content based on a value using SSlogic 

To display content based on a value from a variable add <!--@sslogic('@branch.name@'='Internal Staff')--> in front of the content and <!--@end--> at the end of the content. If there are 2 different pieces of content to be displayed based on a value and all others add <!--@else--> between the 2 pieces of content.

<!--@sslogic(CONDITION)-->
   The content to be displayed when condition is true.
   This can be more than one line.
<!--@end-->

• The content to be displayed (the middle line) can either be in plaintext or in HTML.
• Be sure there are single quotes around the variable and value.
• SSlogic does not support nested logic statements.

Example: 

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

<!--@sslogic(month(now())=12)-->
   <img src="images/xmasstree.jpg" alt="" />
<!--@end-->

 

How to display check boxes in the Web Page View 

To display Select Many - Check Box type custom fields as check boxes in a web page view add @checkbox('fieldname/fieldnumber','option name')@ to the check box control.

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

Example: 

<input type="checkbox" />

See Also: Updateable Web Page View Fields if you wish the Web Page View check boxes to have the ability to change the underlying data.

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

@checkboxvalue(id values to be checked)@

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

where 1199639 is customfield id if it is used on the same level @1199639@ if it is used on the child level $1199639$ 

This works for level one check boxes on level one web page view AND works for level two check boxes on level one web page view AND works for level three check boxes on level one web page view

 

How to suppress the Page Footer with Printing the Page 

To suppress the footer when printing the page you need to change your browser settings.

Internet Explorer 

1. Choose the File Page Setup menu.

2. Delete the Header and Footer text.

3. If required, change the margins.

FireFox 

1. Choose the File Page Setup menu.

2. Click the Margins & Header/Footer tab.

3. Set all Header and Footer options to Blank .

3. If required, change the margins.

 

How to control print behavior when saving as a PDF 

• To define a page break in a PDF add before the content you deem as the next page.
• To change the orientation of a page to landscape in a PDF add before the content you deem as the next page.

Troubleshooting 

• Issue : 2 variables run together (thus removing the ending @ and beginning @)

• Resolution : Place a non-breaking space tag (&nbsp;) between the variables.

   

• Issue : For a list of level 2 activities, the code is showing instead of the field headings and values you've designated.
• Resolution : Insert a comment tag before the first cell tag. i.e.

 

Selection of an eventid from a List of Records

In the following example, we will consider the following scenarios:

• We aim to create a dropdown field that displays a list of  Payments associated with a record that are in  Scheduled status.
• Furthermore, we intend to present additional information about the Payments to enable the user to differentiate among them and select the appropriate record.
• The list of Payments in the dropdown should be automatically populated based on the record in which the field appears.

This example illustrates a dropdown on a record containing two  Payments in  Scheduled status.

The above field:

• is a  Select One - Combo Box custom field;
• is designated with the field name  Payment List;
• has a field  caption of  List of Payments that can be assigned to the report; and
• contains the following in the  Values section of its field options:

--Please Select--;@parent.[#(?object=activity;criteria=typename='Payment' and statusname='Scheduled';)~eventid~=Payment on $Scheduled Payment Date$ of $Payment Amount$;#]@

Breakdown of List Syntax

The variable above employs SmartSimple's  List Syntax. Below is a detailed explanation of the various components of the syntax used, progressing from the innermost to the outermost elements.

Syntax	Description
	This demonstrates the use of  stored values/display values. The value to the right of the equals sign,  Payment on $Scheduled Payment Date$ of $Payment Amount$, represents the option that will be displayed in the dropdown list. The terms enclosed within dollar signs ($) are variable names corresponding to the two fields,  Scheduled Payment Date and Payment Amount. The value on the left,  ~eventid~ is a variable that will return the  unique ID of the selected record, which will be saved to the database.
	?object=activity indicates to the system that the list to be returned will consist of  Level 2 records. Please refer to  List Syntax for the list of  objectnames that can be substituted for  activity. criteria=typename='Payment' instructs the system to return only those  Level 2 records that are of the type  Payment. statusname='Scheduled' directs the system to return only the records that are in the  Scheduled status.
	The  [#...#] tags instruct the system to process a list of objects. All content between the  [#...#] tags will be repeated for each record that satisfies the criteria specified above.
	The  @parent...@ syntax indicates that the system should reference the  parent record to retrieve the list of records to be returned.
	For  combo boxes, the values displayed are separated by semicolons. The  --Please Select--; will be the initial value, followed by those returned by  @parent.[#...#]@. Since there is a semicolon within the list brackets ([#...#]), each value from the returned list will be succeeded by a semicolon as follows: --Select One--;Payment 1;Payment 2;...;Payment N;

Having established a stored list of  eventids, we can utilize this field's  stored value to execute operations on the selected records. For instance,  workflows may be initiated based on these records.