Variables

Use the Variable info area to define variables with values that change according to the current rep's data such as country, tenant, etc.

Use the Settings > Maintenance > Variable info area to define variables with values that change according to the current rep's data. For details, see Variables in the CRM.Core Administrator Guide.

These variables can be used in workflows, triggers, and reports. In XML reports the <variables/> section lists all variable values valid in the current context EmitVariables=true. For further information, see XML Exports & Reporting.

Variables can also be used in filters and queries defined in CRM.Designer with syntax: $VAR(<variable name>). For further details, see Using Variable Expressions. They cannot be used when defining filters and queries in Aurea CRM.Web.

For information on using variable values in processes, see ReadVariablesDataProvider.

To access the Variable info area:

Select Settings > Maintenance > Variables.

Note: The Variables menu item ID_NET_VARIABLES is available for the SU and users who have access to the Variable info area (Z5).

In the Variable info area (Z5) you enter a name for the variable and the info area and field to which the variable applies.

In the Variable Value info area (Z6) you define the values: The upper part of the details mask contains the rep related criteria for which this entry is valid, e.g., language, tenant no, etc.

Note: If you want to use Condition for info area as a criterion, you need to enter the filter string directly as text.

The lower part is used for entering the actual variable value. Its contents depend on the type of field selected in the parent record, e.g., if a date field is selected in Z5, only a date value can be entered in Z6.

Date, time, number, Boolean and rep fields

Variable catalog fields

The Catalog Text field accesses the Catalog info area (KA) where you can select the desired catalog value. The parent catalog value, if applicable, is automatically entered according to the field selected in Z6. Due to a UI restriction you need to save the record before selecting a catalog value.

Note: The Details control Z6_VarCat field group needs to contain the fields 41 CatalogNo and 15 V_PCode for the catalog search to work.

Fixed catalog fields

Enter the number of the desired catalog value. The value is entered automatically after saving the record.

Generic link fields

To use the generic link field Link as a variable value in Z6, you need to define a Select-Function for that field, see Select-Function and selectRecord for Generic Link Fields.