Profiles and the Work Center- Tags and Parameters
Apr/26/2005
The following tags and parameters can be used when
creating a Profile for the Work Center. The article will explain each tag and
it's parameters, and contains a sample.
User
Name
The User tag will display the user's name in the format
that has been specified.
| Tag: |
<User> |
| Parameters: |
Format
A "|" (pipe...shift + \
on your keyboard) delimited list of the name parts to
display in the order they will be displayed in.
Accepted Values:
Salutation, FirstName, MiddleInitial, LastName, Suffix
Default: If not
specified the full name in the default format will be
displayed. |
| Example: |
<User
Format="Salutation|LastName">
This sample tag would return the Salutation
and LastName of the user ("Mr. Smith"). |
Company and Division
Name
The CompanyName and DivisionName tags will display the
company and division names for the office that the user is logged in
under.
| Tag: |
<CompanyName>
<DivisionName> |
| Parameters: |
There are no parameters for these tags. |
| Example: |
<CompanyName> -
<DivisionName>
This sample tag would display the company name followed by
a dash and then the division name ("Tradepoint - Canadian
Division"). |
Date
The Date tag will display the current
date.
| Tag: |
<Date> |
| Parameters: |
There are no parameters for this
tag. |
| Example: |
<Date>
This sample tag would return the current date
("Thursday April 28, 2005"). |
Appointments
The
Appointments tag will display the Subject, start and end date and start and end
time of the user's upcoming appointments.
|
Tag: |
<Appointments> |
|
Paramters: |
AllowEdit
Indicates whether
the subject should be hyperlinked to open the appointment.
Accepted
values: "True" or "False"
Default: True
NoDaysInAdvance
The number
of days in the future to include in the Upcoming Appointments
list.
Accepted values: Number
Default: 3
ShowTitle
Indicates whether the title, "Upcoming Appointments", should be
displayed with the list of appointments.
Accepted values: "True" or
"False"
Default: True
Stream
The name of the
stream to list the appointments for.
Accepted
values: Text
Default: All availability streams of the
user |
|
Example: |
<Appointments
AllowEdit="true" NoDaysInAdvance="5"
ShowTitle="false">
This sample tag would display upcoming appointments from
the next 5 days with the subject of the appointment being a link to open
the details. The "Upcoming Appointments" title would not be displayed. The
appointments would be from any availability streams of the user, not a
specific one. |
Tasks
The Tasks tag will display the subject, due date, percent
complete and role of the user's incomplete tasks that are either due today
or are currenlty overdue.
| Tag: |
<Tasks> |
| Parameters: |
There are currently no parameters for this
tag. |
| Example: |
<Tasks>
This sample tag would display all of the user's tasks that
were due today or were currently
overdue. |
Projects
The
Projects tag will display the project name, start date, due date, status and
description for all of the active projects that the user is a part
of.
| Tag: |
<Projects> |
| Parameters: |
There are currently no parameters for this
tag. |
| Example: |
<Projects>
This tag would display all of the active
projects that the user is a part of. |
Contacts
The
Contacts tag will display a list of contacts matching the criteria specified by
the tag parameters.
| Tag: |
<Contacts> |
| Parameters: |
ContactType
The
type of Contacts that you want to list.
Accepted Values:
"Manufacturer", "Supplier", "Dealer", "Lead", "Customer",
"GlobalContact", "PersonalContact", "Enquiry", "Source"
Default: No
default, this parameter is required.
Statuses
A "|" (pipe...shift + \ on your keyboard) delimited
list of the statuses that you want to list. This is in the order that
you want to see them as well.
Accepted values: Text
Default: Will
not filter by status if this parameter is not included. Contacts of
all status will be returned.
MaxAge
# of days
since the contact was created. If you leave this off, it will list all
contacts.
Accepted values: Number
Default: No limit, all contacts
will be returned.
OnlyActive
Only
show contacts that are not inactive.
Accepted Values: "True" or
"False"
Default: Contacts will not be filtered by active/inactive if
this parameter is left off.
OnlyOwn
Only show contacts
where the user is the BDC rep or Sales Rep.
Accepted Values:
"True" of "False"
Default: Contacts will not be filtered by user if
this parameter is left off. |
| Example: |
<Contacts
ContactType="Customer" Statuses="New Customer|Active Customer"
MaxAge="5" OnlyActive="true" OnlyOwn="true">
This sample tag would return a list of
Customers that are owned by the user, are active, have a status of "New
Customer" or "Active Customer", and were entered in the last 5
days. |
Contact
Search
The Contact Search tag will display a quick search
field that can be used to search for Companies and Personnel. This will search
on the Company name and Company Personnel name fields. The top 10 Companies
and top 10 Company Personnel will be returned with the contact name, location in
the database, phone number and email address.
| Tag: |
<ContactSearch> |
| Parameters: |
There are no parameters for this
tag. |
| Example: |
<ContactSearch> |
Add New
Contacts
The New Contact tags
will display a link that will cause a new contact to be created with the
specified details.
| Tag: |
Depending on the type of Contact to be
added:
<NewManufacturer>
<NewSupplier>
<NewDealer>
<NewCustomer>
<NewLead>
<NewEnquiry>
<NewGlobalContact>
<NewPersonalContact> |
| Parameters: |
Category
The name of the
Category for the new contact.
Accepted Values: Text
Default
Value: No category if not specified.
Status
The name of the
Status for the new contact.
Accepted Values: Text
Default Value: No
status if not specified.
Text
The text of the link
that will be displayed in the Work Center.
Accepted Values:
Text
Default: No default, text parameter must be present. |
| Example: |
<NewLead Category="Potential
Customer" Status="New Lead" Text="Create New Lead">
This sample tag will display a link on the
Work Center with the text "Create New Lead". When clicked, a new lead will
be created in the Potential Customer category with the "New
Lead" status. |