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There are a number of functions within the Swift MEAP™ Admin application that allow you to manage common administration tasks using sets of rules. These rules allow administrators to control how much data is downloaded and how much is removed during a cleanup process on a mobile device. New Rules are in effect unless once added. Changes to a Rule are only in effect once you click the 'submit' button.
In most cases to disable a rule you need to actually remove it. To remove a rule, click the check box to the left of a specific rule and then use the "Remove" button. Otherwise there will be a selection box to change the status of the rule.
Field | Description |
Modules | Drop down selection box displaying a list of modules that can be used for creating a rule. |
Field label | Displays a list of valid fields defined for the currently selected module. |
Operation | Contains the operation argument used to build rules. This applied to the Input Value and can be: - Is Null: Contains no data whatsoever.
- Is Not Null: Contains data of any kind.
- Case Sensitive Equals: Contains the same data as the Input Value. Text is case sensitive.
- Case Insensitive Equals: Contains the same data as the Input Value. Text is not case sensitive.
- Less than: Can be used for numeric or date fields.
- Less than or Equal to: Can be used for numeric or date fields.
- Greater than: Can be used for numeric or date fields.
- Greater than or Equal to: Can be used for numeric or date fields.
- Not Equal to: Exclude records that have this value set.
- Case Sensitive Like: Contains data that begins with the Input Value. Text is case sensitive.
- Case Insensitive Like: Contains data that begins with the Input Value. Text is not case sensitive.
NOTE: All operation arguments are subject to Web Service support and should be tested using the Validate button before deployment.
NOTE: The Case Sensitive setting is slightly faster than Case Insensitive setting.
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Input Value | Text or numeric string that defines the value you are trying to select. Could also contain one of the following preset values: - fetchallrecords : Fetches all records associated with the selected module.
takeinputfromuser : Takes the Field Value stored for each user on the Users page.
For example, if you only want to download accounts where the user is defined as the owner (rather than accounts they have access to), selecting the following rule would check the input value stored in the user page and only download Accounts where the owner field has that value:
Accounts → Owner → Case Insensitive Equals → takeinputfromuser
- Today: Special field parameter created for performing date related download rules.
For example, if an orders module exists and you only want orders from the last 90 days to be downloaded, selecting the following rule would enable this:
Orders → Order date → Greater Than or Equal To → Today-90
When using the Today parameter, the number displayed after a + or – sign refers to calendar days.
Specific to CRM On Demand are special values for Sales Stages (fetchallsalesstages and fetchthesesalesstages). Contact iEnterprises for more information.
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Rule | One of the following options can be chosen from the Rule dialog box: - Set up a new standalone rule that can be activated or disabled.
- Choose an existing rule to amend (nested rule). This allows you to build complex rules for fields using the AND OR arguments.
AND and OR can be swapped/modified by typing in the box which contains the rule, clicking the box next to its rule number, and clicking Submit at the end of the page.
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