AgileApps Support Wiki Pre Release

Difference between revisions of "Defining Conditions"

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imported>Aeric
imported>Aeric
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#:* 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.  
# When you have the field you want, click '''[Insert Field]'''
# When you have the field you want, click '''[Insert Field]'''<br>Or use the '''[Close]''' button to close the dialog without selecting anything.
#:* The selected field appears in the condition.
#:* Or use the '''[Close]''' button to close the dialog without selecting anything.
#:
#:
# Choose an operator. (The choices depend on the type of field that was selected.)<br>[[File:ChooseFieldOperator.png]].
# After selecting a field, the dialog closes, and the selected field appears in the condition.<br>[[File:ChooseFieldOperator.png]].
#:
# Choose an operator. (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]]
#:
# Click the "x" icon to remove a condition that is no longer needed.
# Click the "x" icon to remove a condition that is no longer needed.
</blockquote>
</blockquote>

Revision as of 19:23, 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]
    Or use the [Close] button to close the dialog without selecting anything.
  4. After selecting a field, the dialog closes, and the selected field appears in the condition.
    ChooseFieldOperator.png.
  5. Choose an operator. (The choices depend on the type of field that was selected.)
  6. Type in a field value.
    ChooseFieldValue.png
  7. Click the "x" icon to remove a condition that is no longer needed.