The Managed Display module consists of three core record types, ZAB Display Configuration, ZAB Display Condition, ZAB Display Action (as well as interstitial linking records for system support).
Note: Several out-of-the box ZAB Display Configurations, as well as related ZAB Display Conditions and ZAB Display Actions, are created upon installation or update of the ZoneBilling product. These records are marked ‘Is ZAB Core’ and cannot be edited (or inactivated). Only records created by the ZoneBilling product can be marked ‘Is ZAB Core’.
These records replicate existing functionality and validation in the product in order to be backwards compatible.
Display Condition and Display Action records are connected to specific Display Configuration records through the use of Action Links and Condition Links.
Action Links create “pairings” between an Action and a Display Configuration. This allows you to reuse Actions across different Display Configurations.
Condition Links create “pairings” between a Condition and a Display Configuration. This allows you to reuse Conditions across different Display Configurations.
Display Configuration
ZAB Display Configuration records specify which record type the associated rules apply to, as well as in which context(s) they should apply under (i.e. create, edit, view, copy).
- Currently, Display Configurations may be applied to the Master Contract, Subscription, Subscription Item, and Rate Plan Search Maps record types.
- Custom Display Configurations with custom Condition and Actions may be created, or the out-of-the-box Display Configurations may be leveraged to add additional Conditions and/or Actions.
- When a user interacts with a record that has a Display Configuration applied,
- All Display Configurations with that record type and context are loaded (i.e. if a user is creating a new Subscription, all Display Configurations with Record Type = ‘Subscription’ and Context includes ‘Create’)
- Display Configurations for a selected record type execute in order of the ‘Priority’; by default, all ‘ZAB Core’ Display Configurations execute first (Priority = 1), then any custom Configurations.
- All Conditions are evaluated. If all related Conditions are met, all of the related Actions execute.
See Managed Display Settings Suitelet for more information.
Display Conditions
Display Condition records specify the criteria that a specific field on a record (Master Contract, Subscription Item, Subscription, or Rate Plan Search Maps) must meet in order to execute the related Action(s).
For example, if the objective is to have certain fields hidden when the Rate Type is Fixed (Recurring), create a Condition record to specify this criteria (Rate Type is ‘Fixed (Recurring)’).
- If multiple Conditions are related to a Display Configuration, all Conditions must be met for the rule to execute.
- Conditions may reference any native ZoneBilling field or custom field on the record type.
See Creating or Editing Conditions for more information.
Display Actions
Display Action records specify what behavior should apply: disable, hide, or display (if previously hidden) and/or make mandatory. If the Conditions related to the same Display Configuration are met, all Actions related to the Display Configuration will execute.
For example, if you want certain fields to be hidden when the Rate Type is Fixed (recurring), you can leverage the Action record to specify this criteria (i.e. hide the field).
- Actions may reference any native ZoneBilling field, custom field, or out-of-the-box ZAB Buttons on the Record Type.
- Actions do not override ‘Show’ preferences set on Forms. A field must be displayed on the form before an Action can be applied.
- For example, if a field is hidden at the form level, a Display Action cannot override that selection and display the field.
- However, the ‘Display’ Action can override another Action which ‘Hides’ the field under other Conditions.
See Creating or Editing Actions for more information.