Custom Variables are used to create your own shortcut variables for use in the system. Variables are usable all  over DocMgt and with Custom Variables you can add more functionality to the standard variable system. 


In the list you will see the Custom Variables currently configured. You can use the ADD button to add new Custom Variables or you can choose to edit one by clicking on its entry in the list. If you wish to delete a Custom Variable, click its delete icon on the far right. 


You can also import a Custom Variable using the Import button the far right of the tool bar. 




Custom Variable





Name

The name of the custom variable. The custom variable acts as a function during processing since you can send in parameters and other values. This is the variable name to use (without the brackets). Make sure it is unique to work properly.


Short Description

When your custom variable shows in the list you probably want a short description of it here. Otherwise we will use the variable name.


Show in List

Turn ON to have the variable show in drop down lists in the Admin UI.


Parameters

Blank for variables. If formula then everything between the parentheses goes here.


Variable Code

The variable or formula to use when called. This can be static values or combined variables or a combination.




Simple Example

Name: WEEKCHECK

Parameters: [DATE]|THIS WEEK|NEXT WEEK

Code: [IF([DOW({0})]|<|4|{1}|{2})]


Description: This custom variable is a function that returns THIS WEEK if the current day of week is Wednesday or earlier. If it is Thursday or later then it returns NEXT WEEK. Called as [WEEKCHECK()].




Complex Example

Name: DMPROP

Parameters: RecordType|MaxRecords|Var|Val|Val|0|VendorName

Code: [PROP([DMGET({0}|{1}|{2}={3}={4})]|{5}|{6})]


Description: This custom variable is a function that performs a DocMgt Search (DMGET) operation with the passed in information. Call as [DMPROP(Invoices|1|amount|0|1000|0|InvoiceNumber)] to do a search in the Invoices record type and return the InbvoiceNumber value form the first invoice that has an amount from $0 to $1000.