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To create a dynamic condition you will need to do the following.
- Begin creating a condition as outlined earlier
- Tick the dynamic condition Dynamic option when creating a condition, and select the filter type that you wish to apply. This will be a list of all the valid user parameter reference codes that exist., you will now notice different options available:
- You will need to create a set of codes for each possible value to be used, much the same way you would create an Org Ref Code, by clicking on the Create Dynamic Filter Code link.
- You will now need to create a record for each unique code available, in this example, we create a record for each possible currency we have data for. The first value should be the Code, or the value found in the database table. The second value should be a Description, which is what users will see when they can select their preferred option. The third value can be used to provide a custom sort order, sometimes used to ensure the most commonly selected values are listed at the top to save time.
- This is what your list of codes will look like complete. Click Save & Close to complete.
- You will now need to select your code from the Dynamic Filter Codes list, and select a default value from the list (Choose the default value - this is used as the default if the user has not selected a preferred value in their profile). Save.
- Your condition will now display like the one shown here
Defining a User's Value for a Dynamic Condition
Clear Conditions
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