Member Functions

Search

The search feature allows you to search for a specified text string anywhere within the Member Function's display name or internal name.

1. Optionally, in the search field near the top of Member Functions screen, enter the desired text string.

2. Press Enter, or click the search button (magnifying glass icon).

3. The Member Functions screen is refreshed to show only the Member Functions that meet your search criteria.

4. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Member Functions on a variety of different fields. To sort the list of Member Functions, select the desired sort option from this menu.

• Display Name (default)

• Created Date

• Updated Date

Navigation

Once you've found the desired Member Function, you can navigate to the following other screens:

• Click the name of the desired Member Function to navigate to the Member Function Details screen. 

To create a new Member Function: 

1. In the "Enter Display Name" field, enter the Display Name value for the new Member Function. Please note that the name can't contain any spaces or special characters (other than underscores). 

2. Click create. The "Edit Member Function" pop-up window is displayed.

3. The "Display Name" field is populated with the value you entered above; optionally edit this value.

4. The Internal Name is automatically populated based on the Display Name value. This field is uneditable by default. To edit the Internal Name, check edit internal name. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

5. In the "Description" field, optionally enter a description of the Member Function. 

6. Optionally, to assign this Member Function to a Category, enter the name of the Category in the "Category" field. 

7. Click save.

To view or edit the details of a Member Function:

1. Search, sort, or filter the Member Function screen as described above.

2. Click the name of the desired Member Function.

3. The Member Function Details screen is displayed and populated with all of the information about this Member Function. See Member Function Details for more information.

To evaluate a Groovy expression:

1. From the "Actions" drop-down menu, select "Evaluate Expression." The "Validate Expression" pop-up window is displayed.

2. In the "Expression" field, enter the Groovy expression. 

3. In the "Member" field, begin typing all or part of a Member's name (minimum of three characters). Pick the desired Member from the search results. 

4. From the "Activity Type" drop-down menu, select the desired Activity type.

5. The "Activity JSON" field is displayed and populated with the API payload for this Activity type. Enter the desired values in the API payload. 

6. Click evaluate.

7. The platform dispalys the results of the validation process, including whether the code is valid, and what the result is for the selected Member and Activity type. 

8. When finished, click close.