Page Comparison

Data Attribute

Used in the Domain Single and Multi Selection field types. 

The attribute id, the value of which will be used as the value for the Meta Field.

For example, if you use records from the Rep domain, enter 100008 to use the Rep code attribute as the unique value for this field.

Display Attributes

Used in the Domain Single and Multi Selection field types. 

One or several attribute ids, values of which will be displayed to the user in the field.

Attributes that are referenced from another domain are written through a hyphen (“-“).

Example

100008,45001-100101

If the field takes values from the Rep domain, this will show the Rep code (attribute id 100008), and the Advisor’s Last name (attribute id 45001 for all connected Advisors, and then attribute id 100101 within the Advisor domain). The attribute ids can be seen, by clicking on the attribute name in the domain details.

Domain

Used in the Domain Single and Multi Selection field types. 

Select the name of the domain, whose records will be selected in this field. 

On Select

Used for the Domain Tile Selection field type.

JavaScript code for the action that will be carried out when the user clicks on a tile. If there are other fields and Action Buttons on the page, you may leave this empty. However, if the Domain Tile Selection is the only field on the page, you may wish to proceed to the next page, when a tile is selected. In such a case, use the emit() method, as in the example below.

Example

setTimeout(function () {
  scope.$emit('wizardEvent', 'action', { transitionName: 'Next Page' })
})

Filters Expression

Used for the Domain Tile, Domain Single, and Multi Selection field types.

An array that describes a filter, which is applied to the values from the domain, so that only those options that match the filter, are displayed to the end-user.

This filter can be built from Docupace Core.

Valid values for '@type' are : LIST, STRING, NUMBER, BOOLEAN, TIMESTAMP, DATE, TIME, EXTERNAL_FILE, MEMO.

Valid values for 'searchType' are EXACT_MATCH, BEGIN_WITH, END_WITH, and CONTEXT.

Example 1:

The example below selects records from the Vendors/Custodians (116) domain, where the Name attribute (102101) begins with the letter “ST”.

[
 {
   '@type': 'string',
   'attrId': 102101,
   'orSections': [
     {
       'searchType': 'BEGIN_WITH',
       'matchToValues': ['S']
     }
    ]
 }
]

Example 2:

The example below selects records from the Vendors/Custodians (116) domain, where the eSign Allowed attribute (130063) is set to “Yes”.

[
 {
   '@type': ' boolean',
   'attrId': 130063,
   'orSections': [
     {
       'searchType': 'EXACT_MATCH',
       'matchToValues': [true]
     }
    ]
 }
]

Example 3:

The example below selects records from the Account Services (339) domain, where Client Relationship Types (45401) (which is a referenced attribute from the Relationship Types (454) domain) attribute Relationship (100001) is equal to the value specified in the 'User.D988.CallerRel' field.

[
  {
      '@type': 'list',
      'attrId': 45401,
      'orSections': [{
        'andSections': [
          {
            '@type': 'string',
            'attrId': 100001,
            'orSections': [
              {
                'searchType': 'EXACT_MATCH',
                'matchToValues':
                [$scope.startingPointData['User.D988.CallerRel']]
              }
            ]
          }
        ],
        'domainId': 454
      }]  }
]

Label formatter

Used in the Domain Single Selection field type. 

JS expression used to format options in the selection list. Based on the values specified in the Display Attributes setting.

Example 1:

For a Rep1.RepNumber field specify these attributes in the Display Attributes setting:

100008,45001-100101,45001-100102,45001-100303

Then enter the following code in the Label Formatter setting:

'[' + displayValues[0] + '] (' + displayValues[2] + ', ' + displayValues[1] + ' ssn: ' + displayValues[3] + ')'

The dropdown list will show the Rep code in square brackets, followed by the Advisor’s Last name, Name, and masked SSN in parentheses.

Such as:

• [573] (Johnson, Emma ssn: XXXXX6382)

• [8396] (Peterson, Samuel ssn: XXXXX7596)          

Example 2:

For a PARAM.REGTYPE field specify these attributes in the Display Attributes setting:

100601,14901-100001

Then enter the following code in the Label Formatter setting:

displayValues[0] + ' (' + displayValues[1] + ')'

The dropdown list will show the name of the Registration type, followed by the corresponding client type in parentheses.

Such as:

• LLC - Limited Liability Company (Business)

• Non-Profit (Business)    

• Individual (Person)

Data Parser Function

Will become available in the next versions of the product.

Sort By

Used in the Domain Single and Multi Selection field types. 

List attribute id values by which to sort the options in the list.

Attributes that are referenced from another domain are written through a hyphen (“-“).

Example

100008,45001-100101

If the field takes values from the Rep domain, this will sort the values in the dropdown first by Rep code (attribute id 100008), and then by the Advisor’s Last name (attribute id 45001 for all connected Advisors, and then attribute id 100101 within the Advisor domain). The attribute ids can be seen, by clicking on the attribute name in the domain details.