||TheValue Fieldtext box will determine what actual value is passed when an option is selected.It is different from theDisplay Fieldin that theDisplay Fieldwill be the actual, selectable options.
||TheDisplay Fieldtext box will determine what selectable options are present in a widget. However, it is different from theValue Fieldtext box in that theValue Fieldpasses the actual value to be submitted which may not necessarily be the visible option.
||TheFetchXMLtext area determines what sort of data a widget will be populated with. Clicking theLoad Default Fetchoption will populate theFetchXMLarea with a default fetch based on theCRM Entitychosen. By clicking theBuildbutton, we will be sent to another page in order to determine what the widget will look up. For more information on how to use theFetchXMLfunction, please see theFetchXML BuilderHow-To.
||TheVariabletext box is used to designate where your filter will be applied in yourFetchXMLdata. To name your variable, type whatever name you please in between the two @@.
TheTypedrop down list contains a variety of options for how your filter will fetch theVariable. Options include:
TheStaticoption will apply whatever is in theValuetext box to yourVariable. For theStaticoption, a blankValuetext box is allowed.
TheSessionoption will look for the session variable of whateverValueis provided. If a session variable that matches theValueis found, the value of that session variable will be applied to theVariable. This option is intended for developers only. TheValuetext box must be filled.
TheQuerystringoption will attempt to search for the querystring parameter that is provided within theValuetextbox. If there is an existing parameter found, theVariablewill be set to the parameter’s value. For theQuerystringoption, aValueis mandatory.
TheParentCustomerIDandContactIDoptions, theVariablewill be filled by the current logged in users’ ID. AValueshould not be provided for these options.
||TheValuetext box varies in usage based on theTypeoption selected.
In the case of theStaticoption, theValuewill be set to theVariable. TheValuetext box can be empty.
For theSessionoption, theValueshould be set to the session variable. If the session variable is found, theVariablewill be set to the value of the session variable. TheValuetext box must be filled.
For theQuerystringoption, theValueshould be set to the desired parameter in the URL string. The value of that parameter will fill theVariable. TheValuetext box must be filled.
For theParentCustomerIDandContactIDoptions theValuetext box must be empty because it will be filled by the current logged in user.