AgileApps Support Wiki Pre Release

Difference between revisions of "Defining Conditions"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 1: Line 1:
<noinclude>__NOINDEX__</noinclude>
<noinclude>__NOINDEX__</noinclude>
To add a condition:
To add a condition:
# Click '''[Add Condition]'''
# Click '''[Add Condition]'''. A field-chooser dialog opens.
#: A field-chooser dialog opens.
#:
#:
# Choose a field<br>[[File:ChooseFieldDialog.png]]
# Choose a field.<br>[[File:ChooseFieldDialog.png]]
#:* Here, the selected field points to an '''Account'''
#:* Here, the selected field points to an '''Account'''
#:* Since each Account has multiple fields, selecting it causes those fields to be displayed.  
#:* Since each Account has multiple fields, selecting it causes those fields to be displayed.  
Line 11: Line 10:
#:* Or use the '''[Close]''' button to close the dialog without selecting anything.
#:* Or use the '''[Close]''' button to close the dialog without selecting anything.
#:
#:
# Choose an operator<br>[[File:ChooseFieldOperator.png]]
# Choose an operator. (The choices depend on the type of field that was selected.)<br>[[File:ChooseFieldOperator.png]].
#: The choices depend on the type of field that was selected
#:
#:
# Type in a field value<br>[[File:ChooseFieldValue.png]]
# Type in a field value.<br>[[File:ChooseFieldValue.png]]
#:* Type in the value
# Click the "x" icon to remove a condition that is no longer needed.
#:* Click the "x" icon to remove the condition.
</blockquote>
</blockquote>

Revision as of 19:21, 2 November 2012

To add a condition:

  1. Click [Add Condition]. A field-chooser dialog opens.
  2. Choose a field.
    ChooseFieldDialog.png
    • Here, the selected field points to an Account
    • Since each Account has multiple fields, selecting it causes those fields to be displayed.
  3. When you have the field you want, click [Insert Field]
    • The selected field appears in the condition.
    • Or use the [Close] button to close the dialog without selecting anything.
  4. Choose an operator. (The choices depend on the type of field that was selected.)
    ChooseFieldOperator.png.
  5. Type in a field value.
    ChooseFieldValue.png
  6. Click the "x" icon to remove a condition that is no longer needed.