Contact Management > Setup > Organization Lists > Conditional Organization Lists

Conditional Organization Lists

You use this program to add conditional statements for specific details to be displayed in organization lists.

For example you can configure an organization list with customers belonging to branch N, W and NW, as well as all their contacts with an email extension of .com.

The list of fields that can be selected in the conditional dialog include:

  • Customer, Supplier and Account master fields

  • Customer, Supplier and Account custom form fields

  • Contact master fields

  • Contact custom form fields

Condition Configuration

Field Description
And/Or Select And to combine conditions using AND logic. Select Or to combine conditions using OR logic. When applying AND logic, the combined condition is true if both simple conditions are true.

When applying OR logic, the combined condition is true if either of the simple conditions are true.

Field or Variable Enter a field from a table, a user defined variable or a system variable to use in the condition.
Condition Enter a valid condition that must be used to compare the fields.

If the fields are numeric, then they are compared algebraically. If the fields are alphanumeric, then they are compared alphabetically. If the fields are dates, then they are compared chronologically.

The following conditions are available:

  • = (equal to)

  • < (less than)

  • > (greater than)

  • >= (greater than or equal to)

  • <= (less than or equal to)

  • <> (not equal to)

  • ** (contains) - case sensitive

  • *_ (starts with) - case sensitive

  • _* (ends with) - case sensitive

  • !* (does not contain) - case sensitive

Field, Variable, String or Constant Enter a field from a table, a user defined variable, a system variable, a string or a constant to use in the condition.

The following special fields are available:

  • %companydate

  • %date

  • %time

  • %company

  • %companyname

  • %operator

  • %operatorname

  • %operatoremail

Notes and warnings

Custom forms

  • Conditions can also include custom forms.

Including all organizations in a condition

  • If you want to include all organizations where a contact field (or contact custom form field) is used in the condition, the condition must be repeated for account, supplier, customer.