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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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 10 changed 2 lines
!!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.
!!Sample Work Flow UserCalc
A sample Work Flow 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.
At line 13 changed one line
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.
If the triggering contact record has a contact role 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.
At line 15 changed one line
In our sample, the result of getting TRUE returned has the [Security Level|SECURITY_LEVEL] being set to ‘01’ which represents “Emergency”.
In our sample, the result of getting TRUE returned has the [ECT.SECURITY_LEVEL] being set to ‘01’ which represents “Emergency”.
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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.
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[{If var='loginstatus' contains 'authenticated'
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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'}]
![Discussion|Edit:Internal.P2K__CF_ECR_EXISTS]
[{InsertPage page='Internal.P2K__CF_ECR_EXISTS' default='Click to create a new discussion page'}]
}]
This page (revision-13) was last changed on 26-Nov-2021 10:22 by kparrottTop