Understanding Advanced Conditions

Task Setup > Condition Step > Advanced Conditions >

IMPORTANT

This section is about "Advanced Conditions" in MyAssistant; created by clicking "Convert to Advanced" in the Condition Step of Task Setup. For information on standard Conditions, click here.

MyAssistant Conditions define the situations you like monitored. The MyAssistant software comes with many prebuilt Conditions that can be used as-is or copied and modified. The following outlines how to read or interpret a condition to determine if it will meet your needs.

A condition has two parts:

•Which Sage 300 CRE database records will be checked (Check All)

•What is checked for each record (Condition Expression)

Check All

The first step in determining if a condition will meet your needs is to check the Sage 300 CRE record specified in the Check All field.

When a condition is run, MyAssistant performs the test specified in the Condition Expression for each occurrence of the Sage 300 CRE database record specified in the Check All field. A notification is created when the test is true. For example, if JC Job is select in the Check All field, MyAssistant will execute the test specified in the Condition Expression and create one notification for each job that meets the condition.

Condition Expression

The Condition Expression defines what is tested when the condition runs. The Condition Expression can be one or more logic statements that result in true or false. A logic statement can contain Sage 300 CRE database fields, specified values, functions and mathematical operands. Each logic statement is separated with an AND or OR operand and can be grouped together with parenthesis. The Condition Expression is reviewed by stepping through each logic statement.

The following may be included in the Condition Expression:

•Sage 300 CRE database fields – Sage 300 CRE database record / field names are surrounded with double quotes. They appear as "Record"."Field"; for example: "APM_MASTER__INVOICE"."Invoice_Date".

•Specified Values – Specified values are formatted based the type of data. Text values are specified with single quotes, dates are specified with single quotes in the format 'YYYY-MM-DD', and numbers do not use any quotes or other symbols.

•Functions – Functions include things such as CURDATE() to specify today's date and IS NULL as test for a blank date. See the Function list for a definition of each available function.

The following are a few sample logic statements that use Sage 300 CRE fields, functions, mathematical operators and specified values:

This tests for the type being equal to Subcontractor. Use single quotes to specify the value of a text field:

"APM_MASTER__VENDOR"."Type" = 'Subcontractor'

This tests for the Vendor's Outstanding Amount being greater than 10000. Do not use quotes to specify a number:

"APM_MASTER__VENDOR"."Outstndg_Amount" > 10000

This tests whether a date field is blank:

"APM_MASTER__INVOICE"."Invoice_Date" IS NULL

This tests whether the discount date is within seven days of today:

"APM_MASTER__INVOICE"."Discount_Date" <= CURDATE()+7

This tests whether JTD Cost minus the Total Estimate is greater than or equal to 500. (Although 500 is a dollar amount, the dollar symbol ($) is not used):

"JCM_MASTER__JOB"."JTD_Cost" - "JCM_MASTER__JOB"."Total_Estimate" >= 500

This tests for any accounts where the first two characters on the left are 10. Since this is an alpha field, quotes are used around the specified value. Use the Browse Data feature to determine the field type: