Web Page View Field Variables Reference

The Web Page View custom field displays a fully formatted document or web page. Building this type of page uses HTML together with the variables documented below.

Variable List

Current User

"Me" refers to the current user. The table below returns information about the person currently logged in.

↑ Back to top

UTA/module Level 1, Sales Opportunity, and Job Variables

These variables return standard field values from a UTA/module Level 1, Sales Opportunity, or Job record.

↑ Back to top

UTA/module Level 2 and Activities Variables

These variables return standard field values from a UTA/module Level 2 or Activities record.

Custom Field Variables

Reference a Level 2 custom field by name using @customfield name@, or by ID using @#customfield id#@.

Example

To reference the same custom field by name or by numeric ID:

@more information@
@#17342#@

UTA/module Level 1 Variables Called from UTA/module Level 2

When a Web Page View field sits at Level 2, call a Level 1 variable using the parent prefix. Field names must be entirely lowercase.

New syntax {{parent.fieldname}} or {{parent.#fieldid#}}.

Old syntax @parent.fieldname@ or @parent.#fieldid#@.

Example

To reference the Level 1 status and start date, or a Level 1 custom field by ID:

New syntax

{{parent.status}} or {{parent.startdate}} or {{parent.#12345#}}

Old syntax

@parent.status@ or @parent.startdate@ or @parent.#12345#@

↑ Back to top

UTA/module Level 2 Variables Called from UTA/module Level 3

At Level 3, call a Level 2 variable using the parent prefix. Field names must be entirely lowercase.

New syntax {{parent.fieldname}} or {{parent.#fieldid#}}.

Old syntax @parent.fieldname@ or @parent.#fieldid#@.

UTA/module Level 1 Variables Called from UTA/module Level 3

At Level 3, call a Level 1 variable using two parent prefixes. Field names must be entirely lowercase.

New syntax {{parent.parent.fieldname}} or {{parent.parent.#fieldid#}}.

Old syntax @parent.parent.fieldname@ or @parent.parent.#fieldid#@.

Level 3 Associated Parent (Opportunity)

Where Payment Allocation is enabled, there are two models to choose from before configuring. Usually the Associated Parent is a Funding Stream or 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, pull fields from the Associated Parent using the following variable.

New syntax {{linkparent.fieldname}}

Old syntax @linkparent.fieldname@

If the associated payment is linked to the event, pull fields from the opportunity using the following variable.

New syntax {{linkparent.parent.fieldname}}

Old syntax @linkparent.parent.fieldname@

Example

On the associated company or branch record, this variable returns SmartSimple Inc. for the branch name and 1950 for the Transit custom field:

New syntax

{{linkparent.parent.branch}} returns: SmartSimple Inc.
{{linkparent.parent.branch.Transit}} returns: 1950

Old syntax

@linkparent.parent.branch@ returns: SmartSimple Inc.
@linkparent.parent.branch.Transit@ returns: 1950

↑ Back to top

Field List

These are the standard field names available on People, Company, and Lead records for use with the contact and account variables.

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.

↑ Back to top

UTA/module Contact and Account Variables

These variables reference the people and companies associated with a UTA/module record.

Use {{client.categoryids}} (old syntax @client.categoryids@) to return a comma-delimited list of category IDs. The list includes a leading comma, for example ",1234,555,666,". 

Use {{client.categories}} (old syntax @client.categories@) to return a comma-delimited list of category names, for example "Agency,Marketing,Good client".

Level 1 Contacts and Accounts

Individual

To display information for a single contact or account in the Level 1 contacts/accounts section, use the role assigned to the contact or account on the Level 1 record together with a field name from the contact's or company's record.

New syntax {{contact.rolename.fieldname}} or {{company.rolename.fieldname}}

Old syntax @contact.rolename.fieldname@ or @company.rolename.fieldname@

Example

To reference a contact assigned the Adjuster role, or a company assigned the Funding Agency role:

New syntax

{{contact.adjuster.firstname}} or {{company.funding agency.address}}

Old syntax

@contact.adjuster.firstname@ or @company.funding agency.address@

If more than one contact or account is assigned with the specified role, only one displays.

List

To display a list of multiple contacts or accounts in the Level 1 contacts/accounts section, use the list syntax below. See Display a List of Activities, Notes, Transactions, Contacts, Companies, Consumers, and Providers for details on filtering and sorting these lists:

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

Use ~role~ to display the role the contact or account is assigned on the Level 1 record. 

Use ~companyname~ to display the name of the contact's company.

↑ Back to top

Level 2 Contacts and Accounts

Individual

To display information for a single contact in the Level 2 contacts section, use the role assigned to the contact on the Level 2 item together with a field name from the contact's record.

New syntax {{contacts.rolename.fieldname}}

Old syntax @contacts.rolename.fieldname@

Example

To reference a contact assigned the Adjuster role:

New syntax

{{contacts.adjuster.firstname}}

Old syntax

@contacts.adjuster.firstname@

If more than one contact is assigned with the specified role, only one displays.

Contacts

Example

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

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

Example

To display only contacts assigned at Level 2 with a specific role; this is only relevant if the Level 2 multiple contact list is enabled):

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

Example

To get the intersection record identifier, equivalent to ~oprid~ at Level 1 for use in Pandora functions:

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

Example

To display the contact's profile status:

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

Contacts at Level 2 cannot be filtered by role name, only by role ID. 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, use the role assigned to the account together with a field name from the company's record.

New syntax {{companies.rolename.fieldname}}

Old syntax @companies.rolename.fieldname@

Example

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

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

Example

To get the intersection record identifier (for use in Pandora functions):

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

The Account standard field is only available at Level 2 when the multiple account list is enabled.

↑ Back to top

Display Level 1 Company Role or Contact Role Custom Fields

Where customfieldid is the numeric ID of the custom field. For Level 2 records, when the multiple contact or company lists are enabled, use $?opr2_customfieldid$ and $?opc2_customfieldid$ instead. Custom fields on the company role can also be referenced using the @#field id#@ syntax.

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

Contact Detail

~uprefix~ ~firstname~ ~lastname~
~uaddress~ ~uaddress2~
~ucity~, ~ustate~ ~upostalcode~

↑ Back to top

Display Company Association or Contact Association Fields

Use this syntax to extract information on the entity to which a company or contact is associated.

Where standard field name is the name of the standard field, custom field id is the numeric ID of the custom field, and custom field name is the name of the custom field.

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

Use this syntax to extract information on fields that are on the intersection, rather than on the entity to which they are associated.

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

Other intersection-specific variable options:

• ~afcid~: association (intersection) record ID.
• ~afcompanyid~: company ID of the associated company.
• ~afcontactid~: user ID of the associated contact.
• ~afroleid~: role ID of the association.
• ~afstartdate~: start date of the association.
• ~afenddate~: end date of the association.

↑ Back to top

Role-Based Custom Fields

A Web Page View or MS Word Merge custom field located on a User Role or Company Role can access the following.

To reference a User Role-based custom field from a UTA/module Level 1 record, use the following syntax, where rolename is the role assigned to the contact on the Level 1 record.

↑ Back to top

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

List Syntax and Filtering Options

Use this syntax to list activities, notes, transactions, contacts, companies, consumers, or providers:

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

• objectname - the item to be listed: address, activity, assign, contact, user, group, company, notes, association, companyassociation, transaction, timesheet, level-1, utaproviderL1, utaproviderL2, utaconsumerL1, utaconsumerL2, or linkactivity.
• standardfieldname - the name of a standard field, between tildes (~).
• customfieldname - the name of a custom field, between dollar signs ($). Custom fields can also be referenced by ID instead of name, still between dollar signs (example: $12345$).

Additional Notes

• The level-1 object can only be used when referenced from a contact record, and it lists only the Level 1 records that contact has been added to in the contacts section.
• Text can be included alongside variables within the [#...#] syntax.
• For Web Page Views and Read Only - System Variables, include HTML table formatting within the [#...#] syntax; for MS Word Merge custom fields, use the table defined on the Word template with columns delimited by pipes (|) inside the [#...#].
• Use ~Index~ (uppercase, starts at 1) or ~index~ (lowercase, starts at 0) to number list rows; this does not work for every list, including contacts associated with a Level 1.
• Use ~eventid~ to display the ID of the Level 2 record.

The table below lists the available filtering and sorting options. Combine multiple options with a double colon (::).

Any custom field used as a criteria or orderby option must also appear in the display. To reference a field without displaying it, place it in an HTML comment, for example <!--$12343$-->. If the field is referenced as a property of a table, the value must be shown.

↑ Back to top

Example

To generate a list of Level 2 activities for an MS Word Merge. 

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

Example

To display a custom field value from the invoice (objectname=appliedtoinvoices) on an adjustment, reference the custom field by number only; do not use the custom field name:

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

↑ Back to top

List Contacts, Companies, and Associations

The following examples list contacts, companies, and the associations between them.

Example

To generate a list of all contacts for a Web Page View or Read Only - System Variables custom field. The first line creates the table header row:

[#(?object=contact) #]
First Name | Last Name | E-mail Address | Cell Phone Number
~firstname~ | ~lastname~ | ~email~ | $Cell Phone$

Example

To list contacts assigned to a Level 1 record with the role of Internal People, sorted by surname:

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

Example

To list the Level 1 records, including owner details, that a company has been assigned to:

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

Example

To display the Level 1 ID of the Level 1 records:

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

Example

To list all companies the owner of a UTA/module record is associated with:

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

Example

To get a comma-separated list of the company IDs of all companies the current user is associated with under role ID 54545:

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

Example

To list all contacts associated with the current user's parent company record (associated to the company with role ID 12345):

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

Example

To list a company's active associations, where the current date falls between the start and end date:

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

Example

To list all contacts or users located under a company with a given role:

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

Example

To list all companies under a parent company record:

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

↑ Back to top

Sort and Filter Combined Lists

The following examples apply sorting and filtering criteria to activity, contact, notes, and provider lists.

Example

To feference the Consumer UTA/module Level 1 owner name and owner ID from a Provider UTA/module Level 1 Read Only - System Variable custom field:

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

Example

To list Level 2 or Level 3 activities sorted by start date in descending order:

[#(?object=activity::orderby=startdate desc)#]
~subject~ | ~location~ | ~startdate~

Example

To apply multiple criteria to a contact list:

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

Example

To apply multiple order criteria to an activity list:

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

Example

To sort descending by a custom field called Total Hours, with a custom field ID of 67292. $Total Hours$ in the list could also be written as $67292$ with the same result:

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

Example

To sort descending reviews in a specific status by a custom field on a separate UTA/module Level 1 record called $Staff Final Score$, with a custom field ID of 1584168, in numeric order. $Staff Final Score$ in the list could also be written as $15868$ with the same result:

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

Example

To list a specific activity type only:

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

Example

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

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

Example

To list UTA/module 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) -->
#]

Example

To list notes from the record that contains them. This syntax is for Public (Default) notes only, not custom note types:

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

↑ Back to top

Aggregate and Count List Values

The following examples use groupfunction and related syntax to sum or count values across a list.

Example

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

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

Example

To sum or count all the Level 3 allocations from the budget Level 2 record:

New syntax {{linkactivity.sum(...)}} or {{linkactivity.count(...)}}   

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

Example

To sum all unpaid payment transactions. In this example, $1145339$ is the Status of Payment field and $1145183$ is the Payment Amount field:

Total Paid: [#(?object=transaction::criteria=trstranstype=11 and tbl_1145339.valuestr='Paid'::groupfunction=sum)$1145183$ #]

↑ Back to top

Format Values Within a List

The following examples format or nest values, such as dates or child-level records, within a list.

Example

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

New syntax {{ss_eval(date_format("$fieldname$","%M %d, %Y"))}}

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

Old syntax

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

Example

To list all Level 3 allocations within a Level 2 budget record:

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

Example

To list Level 2 notes for each Level 2 record at Level 1. This syntax is for Public (Default) notes only, not custom note types:

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

↑ Back to top

Reference Standard Fields of UTA/module Providers

Level 1 field names and variables:

Example

To list the type name and status name for Level 1 UTA/module Providers:

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

Level 2 field names and variables:

Example

To list the type name and status name for Level 2 UTA/module Providers:

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

Example

If multiple different UTAs/modules are connected as providers, use criteria to filter:

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

↑ Back to top

Format the Start Date or Start Time

~date_format(startdate,'%Y-%m-%d') as startdate~
or
~date_format(startdate,'%h:%i %p') as starttime~

↑ Back to top

Display 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 display underneath each parent Level 2 activity. 

Create a Read Only - System Variable field at Level 2 that contains the list of Level 3 activities, formatted and filtered as needed. 

Visibility Conditions, Role Field Permissions, or Status Field Permissions can be used to prevent the field from displaying on the Level 2 record.

Example

To 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 a Web Page View or Read Only - System Variable field at Level 1, where Level 3 Activity List is the name given to the Read Only - System Variable field created above:

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

Level 3s with Fewer Than 25 Fields

If Level 3 has fewer than 25 fields, a separate Read Only - System Variable custom field on the Level 2 record is not necessary. Instead, use the following syntax within the [#...#] that lists the Level 2 activities. This only works when Level 3 has fewer than 25 fields.

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

Example

To list 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~

↑ Back to top

Display a Specific Number of Items in a List

Use the following syntax in a Web Page View custom field to display only a specific number of activities or transactions, where num is the number of items to display.

New syntax

[#(?object=object::orderby=field)
{{ss_if(~index~='num')}}
~standard field~ $custom field$ <br />
{{ss_endif}}
#] <br />

Old syntax

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

↑ Back to top

XML Variables

Count How Many Options Were Selected

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

↑ Back to top

Filter XML Display Output

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

↑ Back to top

Date/Time Variables

Standard Fields Date/Time

Start Time and End Time are stored within the fullstartdate and fullenddate fields and can be accessed using the element variables below.

To display specific elements of the Start Date, Start Time, End Date, End Time, Close Date, or Modified Date, replace fullstartdate with fullenddate, fullclosedate, or fullmodifieddate as needed. Seconds are not available for standard date/time fields, and Close Date has no associated time.

Example

To display the Start Date in the format February 22, 1985:

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

Example

To display the End Time in the format 06:45PM:

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

↑ Back to top

Current Date/Time

To display specific elements of the current date or time (seconds are not available for the current time):

Example

To display the current date and time in the format Friday at 19:55:

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

↑ Back to top

Custom Fields Date/Time

For a custom date field on the same level as the Web Page View field, parse out a specific part of the date using the variables below.

Example

To display the custom field Date Of Birth in the format 31-01-2001:

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

↑ Back to top

Miscellaneous Variables

Add an Image from Upload Fields

Return image thumbnails or file metadata from Multiple File fields using the list syntax below.

Show the thumbnail image using the thumbnailpath option.

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

Show the thumbnail image and file name using the filepath option.

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

Show the thumbnail image and file name using the compressedpath option.

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

Show the file name, size, and upload date.

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

↑ Back to top

Add a File Upload Button

Display a button that opens the upload dialog for a Single File or Multiple Files custom field, where customfieldid is the field ID of the custom field, without the cf_ prefix.

If adding the button to a Web Page View, also add the following script 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");
}

Call the includejsfiles function in the page's body onload attribute.

Alternatively, use {{fieldname.uploadlink}} (old syntax @fieldname.uploadlink@) to get the URL of the upload page and build a custom function to open the window. 

This method only opens the single file upload page.

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();
}

↑ Back to top

Display a Dynamic Data Grid Field

Show a Dynamic Data - Data Grid field in a Web Page View custom field using the following syntax.

New syntax {{fieldname.table}}   

Old syntax @fieldname.table@

↑ Back to top

Retrieve History for Fields with Track Changes Enabled

Use the following syntax to retrieve standard or custom field history. HistoryOf is case sensitive.

For the Status standard field:

New syntax {{HistoryOf(status)}} or {{HistoryOf(statuscaption)}}

Old syntax @HistoryOf(status)@ or @HistoryOf(statuscaption)@

For a custom field, use either the field ID or the field name:

New syntax {{HistoryOf(customfieldid)}} or {{HistoryOf(customfieldname)}}

Old syntax @HistoryOf(customfieldid)@ or @HistoryOf(customfieldname)@

↑ Back to top

For Hybrid Sign-Up Pages

{{user_input_form}} (old syntax @user_input_form@) displays the associated user sign-up form on a company sign-up page when included in the HTML template of the company sign-up page.

↑ Back to top

Currency Format

Format a custom field as currency with the following syntax. Change the final parameter from 2 to 0 to display the value as a whole number.

New syntax {{format(L2 Subcontract total y1,currency,USD,2)}}

Old syntax @format(L2 Subcontract total y1,currency,USD,2)@

↑ Back to top

Session Variables

When using a feature such as organization switching, pull data based on the current session using company fields.

New syntax {{sessioncompany.fieldname}}   

Old syntax @sessioncompany.fieldname@

Example

To return the company name of the organization currently logged in as:

New syntax  {{sessioncompany.name}} 

 Old syntax @sessioncompany.name@) returns the company name of the organization currently logged in as.

↑ Back to top

Controls

Hide a Variable if It Is Missing

Place the following comment tag directly in front of a variable, with no space between the tag and the variable, to hide the variable when it has no value.

<!--hideifnotfound-->

Example

New syntax

<!--hideifnotfound-->{{parent.contact.adjuster.email}}

Old syntax

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

↑ Back to top

Display Different Content Based on a Value Using SSlogic

To display content based on the value of a variable, add the condition tag in front of the content and the end tag after it. When there are two possible pieces of content, add an else tag between them. Content between the tags can be plain text or HTML. Use single quotes around the variable and value. SSlogic does not support nested logic statements.

New syntax

{{ss_if(CONDITION)}}
   Content to display when the condition is true. This can be more than one line.
{{ss_endif}}

Old syntax

<!--@sslogic(CONDITION)-->
   Content to display when the condition is true. This can be more than one line.
<!--@end-->

Example

To display a Christmas tree image when the current month is December:

{{ss_if(month(now())=12)}}
   <img src="images/xmasstree.jpg" alt="" />
{{ss_endif}}

↑ Back to top

Display Check Boxes in the Web Page View

To display a Select Many - Check Box custom field as check boxes in a Web Page View custom field, add the following syntax to the check box control. This only works when the check boxes are on the same level as the Web Page View custom field.

New syntax {{checkbox('fieldname/fieldnumber','option name')}}   

Old syntax @checkbox('fieldname/fieldnumber','option name')@

↑ Back to top

Display Level 2 Check Boxes on Level 1 in the Web Page View

Use two pipe characters (|) to separate the field ID and the value to check.

New syntax {{checkboxvalue(id|values to be checked)}}   

Old syntax @checkboxvalue(id|values to be checked)@

For example, where 1199639 is the custom field ID: use @1199639@ if the field is on the same level as the Web Page View, or $1199639$ if the field is on a child level. This works for Level 1, Level 2, and Level 3 check boxes displayed on a Level 1 Web Page View.

↑ Back to top

Suppress the Page Footer When Printing

Suppressing the page footer when printing requires a change to the browser's print settings. In Firefox, follow these steps.

1. Choose the File Page Setup menu.
2. Click the Margins & Header/Footer tab.
3. Set all Header and Footer options to Blank.
4. If required, change the margins.

↑ Back to top

Control Print Behavior

To define a page break, place the appropriate tag in the HTML source immediately before the content that should start the next page.

↑ Back to top

Control Print Behavior in a PDF

To define a page break in a PDF, add the appropriate tag before the content that should start the next page. To change a page's orientation to landscape in a PDF, add the appropriate tag before that content.

↑ Back to top

Troubleshooting

↑ Back to top