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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.
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Conditions can be created while you are creating a new Task.
To create a Condition:
1.Select File > Define Conditions.
2.In the Condition Name field, enter the new Condition name. Each Condition must have a unique name.
3.From the Application dropdown list, select the application that contains the data record that MyAssistant should look through when applying this condition. Your selection here determines what "Check All" options are available.
4.From the Check All dropdown list, select the record that MyAssistant should look through when running the condition. For example, if you would like to check each vendor for a specific situation, select AP Vendor.
5.From the Category dropdown list, select the Category to which you want this condition added. If you wish to create a new Category, click Add. Conditions that are not assigned a Category are listed in a group titled Uncategorized Conditions.
6.In the Description field, enter a description of the Condition. This description is displayed when you select a Condition while setting up a task.
7.Enter your Condition statement(s) in the Condition Expression area.
A Condition is a test that results in a true or false statement. A Condition can contain one or more expressions, connected with "AND"s and "OR"s. You can use the tree on the left to select database fields from the Check All record or associated records. Once a field is added to the Condition Expression, it will appear in a "TABLE NAME"."Field Name" format. Both the table name and field name are surrounded by quotes and are case sensitive. For example, the Accounts Payable vendor name would appear as: "APM_MASTER__VENDOR"."Vendor_Name"
Often conditions check to see if something is zero or blank. Specifying that something is blank varies by data type:
•Number: Enter the number zero.
•Text: Enter two single quotes: ''.
•Date: Use the IS NULL function.
You can also enter a mathematical expression such as adding two fields together. For example, the following would subtract the AP tax amount from the invoice amount: "APM_MASTER__INVOICE"."Amount" - "APM_MASTER__INVOICE"."Tax"
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