This page (revision-13) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by JMyers

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13 26-Nov-2021 10:22 1 KB kparrott to previous
12 26-Nov-2021 10:22 1 KB JEscott to previous | to last
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P 2 K_CF_ECR_EXISTS
P2K_CF_ECR_EXISTS

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At line 3 changed 2 lines
!!!P2K_CF_ECR_EXISTS
The workflow custom function called P2K_CF_ECR_EXISTS reads through the Contact Role [Contact Types|CONTACT_TYPE] and returns TRUE if it finds a match to the value populated to the UserCalc global [CONTACT_TYPE] or FALSE if it does not.\\
!!!P2K__CF_ECR_EXISTS
The workflow custom function called P2K_CF_ECR_EXISTS reads through the Contact Role Contact Types and returns TRUE if it finds a match to the value populated to the UserCalc global [CONTACT_TYPE] or FALSE if it does not.\\
At line 7 changed 5 lines
In the [IMUC] screen create the Global called CONTACT_TYPE as a type of “Char”.\\ \\
[P2K_CF_ECR_EXISTS_01.JPG]\\
!!Sample Workflow UserCalc
A sample Workflow UserCalc in its simplest form (see example in screenshot) would be to set the CONTACT_TYPE global to ‘03’ (Emergency Contact) then call the P2K_CF_ECR_EXISTS custom function.
In the [IMUC] screen create the Global called CONTACT_TYPE as a type of “Char”.
At line 13 changed 14 lines
If the triggering contact record has a [contact type|CONTACT_TYPE] with “Emergency Contact” set, then the custom function will return TRUE and the system proceeds to the next line, otherwise the system jumps to the end.
In our sample, the result of getting TRUE returned has the [Security Level|SECURITY_LEVEL] being set to ‘01’ which represents “Emergency”.
This scenario will only work when UPDATING a contact record. This will not work when inserting a new record as the contact type must already exist on the record in order for the custom function to be able to read it.
In a real world scenario you would add conditions to the UserCalc to check whether the security level already had a value.\\ \\
[P2K_CF_ECR_EXISTS_02.JPG]
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![Notes|Edit:Internal.P2K__CF_ECR_EXISTS]
[{InsertPage page='Internal.P2K__CF_ECR_EXISTS' default='Click to create a new notes page'}]
Sample Work Flow User Calc:
A sample workflow usercalc in its simplest form (see example in screenshot) would be to set the CONTACT_TYPE global to ‘03’ (Emergency Contact) then call the P2K_CF_ECR_EXISTS custom function.
If the triggering contact record has a contact role with “Emergency Contact” set them the custom function will return TRUE and we proceed to the next line otherwise we jump to the end.
In our sample the result of getting TRUE returned has the ECT.SECURITY_LEVEL being set to ‘01’ which represents “Emergency”.
In a real world scenario you would add conditions to the usercalc to check whether the Security Level already had a value.
This page (revision-13) was last changed on 26-Nov-2021 10:22 by kparrottTop