Generic Condition Maintenance

You use this program to add conditional statements for specific details to be displayed in the calling program.

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.

  • You can configure a user-defined conditions against an eSignature condition.

The list of fields that can be selected in the conditional dialog include, but are note limited to:

  • Customer, Supplier and Account master fields

  • Customer, Supplier and Account custom form fields

  • Contact master fields

  • Contact custom form fields

Menu and Toolbar

This saves the condition configuration details you have entered and returns you to the previous screen.

This lets you add a new condition row to the list of conditions (above the currently highlighted condition row). However, you can't insert a condition row above the first condition row.

This lets you remove the currently highlighted condition row from the condition.

This lets you delete all condition rows from the condition.

This has the same effect as deleting the entire conditional statement for the transaction.

Condition Configuration

Column Description

And/Or

For the beginning of the first condition, this defaults to If and cannot not be changed.

  • Select And to combine conditions using AND logic.

    When applying AND logic, the combined condition is true if both simple conditions are true.

  • Select Or to combine conditions using OR logic.

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

Open bracket

Use brackets to group multiple conditions, as brackets determine how multiple conditions must be evaluated.

Field or Variable

Select a table field, user-defined variable or system/key variable to use in the condition.

Condition

Enter a valid condition that must be used to compare the fields.

The following options are available:

  • Equals
  • Less than
  • Greater than
  • Less than or equal
  • Greater than or equal
  • Not equal
  • Contains
  • Does not contain
  • Begins with
  • Ends with

Numeric fields are compared algebraically, alphanumeric fields are compared alphabetically and date fields are compared chronologically.

Field, Variable, String or Constant

Select a table field, user-defined variable, or system variable; or a string, number, time, date or constant to use in the condition.

The following special fields are available:

  • %companydate

  • %date

  • %time

  • %company

  • %companyname

  • %operator

  • %operatorname

  • %operatoremail

Only variables whose values are available prior to the transaction being completed are displayed. This is because if you had a condition such as if %OrderValue > 10000 then deny transaction, the order value can only be established once the order is complete. Therefore, the transaction can't be denied before the order is complete so the condition can't be applied.

Similarly for add or post type transactions, you can't use a field from the item being added (e.g. when adding a customer you cannot specify that a field against the customer has a value, as the customer has not yet been added).

You can however use one or more of the supplied user variables.

Close bracket

Use brackets to group multiple conditions, as brackets determine how multiple conditions must be evaluated.

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.