Type

Details

Component

This will render a component lookup selection field - typically for selecting things like a Location or Department.

OPTIONS

• Sub Type: Select from the list of components.
• List: Choose the list view you want to see for that component lookup.
• Defaults with Profile: Choose the profile value to default - will only show options of the selected component if configured in the Profile Settings.

Date Range

This will render two date pickers - a From and a To date - which defines the date range to be applied to the Visualizations.

When the 'From' date is selected, the system will filter the records based on the first "Date" field in the data source (list view) and filter for records on or after the selected "From" date.

Similarly, when the 'To' date is selected, the system will filter the records based on the first "Date" field in the data source (list view) and filter for records on or before the "To" date.

OPTIONS

• Default From Date & Default To Date: You can select an option from the list of Constants . E.g., TODAY_LESS_14.
  

  Constants can be used in conditions and filters throughout the system (for sending emails, setting value actions, defaulting dates in forms and report parameters, etc).

  To add a constant

  From the menu, select Designer Constants, Click New.

   

  Field	Notes
  ID and Name	Must be all upper case, with no spaces (underscores are acceptable); cannot start with SYS_ or PARAM_. ID entered for the constant must be unique. The Name is displayed to users and it can be localized.
  Type	Field/data type, as used in conditions and formulas.
  Date Format	Optional, this setting is only applied for Constants where Type = ‘Date’. Note that when a Date Format is applied, the system will treat the constant as a String. It is recommended to only specify a date format when using the Constant for making API calls (Rest Callouts or Data Imports via API) or including in email content.
  Value	Define the value for the constant. For a constant of type ‘Text’, you can define in a URL or email address, etc. For a constant of type ‘Date’, you can define date related functions. Please refer to examples following.
  Description	Optional, to capture more details about the constant.
  Modifiable	Obsolete.
  Visible	When this checkbox is selected, this constant is visible for use in conditions. This checkbox is selected by default for new constants.

   

  Types

  Types available for use in conditions and formulas:

   

  Type	Description
  attrib	Value is an object attribute or a named constant. For example Incident Summary or SYS_TODAY
  boolean	Value is boolean (yes/no, true/false).
  date	Value is a date only.
  datetime	Value is a date and time.
  double	Value is a double. A double is like a float (see below) but it can store larger numbers and more decimal places.
  float	Value is a float (that is, a decimal such as 1.324).
  i18n	Value is an internationalized value.
  int	Value is an integer.
  long	Value is a long. A 'long' is like an integer but is used for very large positive or negative whole numbers, such as billions and trillions.
  object	Value is an object. For example an Incident or an Action.
  raw	Value is a raw file. For example a picture file such as a JPEG.
  text	Value is text.
  time	Value is a time only.

   

  Examples

  Numeric Value for PI

  An example of a user constant for 'pi' is:

  • ID: PI
  • Name: Pi
  • Type: double
  • Value: 3.142
  • Description: Pi to 3 decimal places
  • Visible: "true" (checkbox is selected)

   

  Text Constant

  • ID: TEXT_CONSTANT
  • Name: This is a constant for a text field
  • Type: text
  • Value: This is the value for the text constant
    NOTE: the value is entered without any quotes - just the required string.
  • Description:
  • Visible: "true" (checkbox is selected)

   

  Time Constant

  • ID: NINE_AM
  • Name: Sets a time field to 09:00 AM
  • Type: time
  • Value: 09:00 am
    NOTE: the value is entered without any quotes - just the required string.
  • Description:
  • Visible: "true" (checkbox is selected)

   

   

If there are no defaults set, the system will not filter based on dates until a selection is made.

Lookup

This will render a lookup selection list.

OPTIONS

• Lookup: Select the lookup list.

The lookup field must be a column in the data source list view for the system to apply the filtering. Both single lookups and multi-lookups field types are supported

Questionnaire

This will render an unfiltered Questionnaire Template picker. You will need to ensure that the Questionnaire Name is present as a column in the data source for the system to apply the filtering.

Note: You can add the Questionnaire Name to the data source by using the Advanced View option, expanding the 'Questionnaire' relationship, and selecting the Name.