Use an expression to conditionally control appearance and behaviors of CSM features.
You can use an expression to:
- Control visibility of items on forms and toolbars.
- Dynamically display text on forms.
- Calculate times and durations.
- Display colors or images on a form or grid.
Use expressions in:
- Queries: In Comparison clauses as values to search for in a specified field. See Query Builders.
- One-Step™ Actions: In Actions where you can specify values to use in Business Object fields, email messages, Tweets, temporary filenames, command-line arguments, and URLs. See About One-Step Actions.
- Dashboards: To set colors, images, text, and visibility for widgets. See About Dashboards.
- Business Objects: To set field values and properties, and to autopopulate fields. See About Business Objects.
- Forms: To set colors, images, and text for form controls. See About Forms.
- Automation Processes: To limit records. See About Automation Processes.
- Approvals: To define/limit trigger conditions, approvers, and set field Actions. See About Approvals.
- Constraints: To limit what a user sees or can select from in a field, Related Item Picker, tab in a form arrangement, or prompt. See Constraints.
Expression types include:
- Machine Learning Prediction
- User/Customer Data
Good to Know
- An expression is typically identified by the expression icon .
- You can create custom expressions from many places in CSM. Custom expressions are used only where they are created but can be saved as stored expressions.
- CSM provides several OOTB stored expressions. Use these OOTB expressions as-is, edit them, or create new expressions using the Expression Manager. Create impromptu custom expressions from the token selector. For more information, see Create an Expression.
- Security rights control access to CSM functionality; configure them in the Security Group Manager in CSM Administrator (Security > Edit Security Groups). For detailed information, see Security rights and Configure Stored Expression Security Rights.