View source for Calculating Information between Levels

If you wish to perform calculations on fields associated with Level 3, but store the results in fields at the Level 2, you use the '''Level 2 Formula''' field.  You can use any expression and also some built in functions.

[[Image:Uta128.png]]

When you wish to use multiple template formulas, you must use the semicolon to separate them.  For example:

'''@level1.totals@=@#123456#@;@Level 1.quantity@=@654321@'''

==Using a Level 2 Type Formula==

In order to use this technique in the current example you will need to first enable the duration field in the Level 2 activity.

1. Click '''Settings'''.

2. Click '''Application Configuration'''.

3. Click the '''Activity Settings''', '''Standard Fields''' link.

4. Enable the '''Duration''' field.

[[Image:Uta129.png]]
 
5. Click the '''Save''' button.

6. Click '''Settings'''.

7. Click '''Activity Settings''', '''Types''' tab.

8. Click the '''Addendum''' type.

9. Scroll to the '''Level 2 Formula'''.

[[Image:Uta130.png]]
 
10. Enter the following formula:

[[Image:Uta131.png]]
 
11. Click the '''Save''' button.

This expression will be executed any time a Level 3 item is saved.

12. Click the '''My Actions''' tab.

13. Click either '''Level 3''' activity type.

14. Click the '''Save''' button.

15. Review the associated '''Level 2''' activity.

[[Image:Uta132.png]]
 
* The duration is set to the sum of the durations of the associated [[Level 3 Entity|Level 3 entities]].
* The same technique can be applied to the Level 1 [[Template]] formula to sum all the Level 2 durations.





'''Summing Level 2 to Level 1:'''

Go to level 1 template and use the following format @opportunity.#123456#@=@level2.sum(#987763#)@

'''Summing Level 3 to Level 2:''' 

Go to level 2 template and use the following format @level2.#123456#@=@level3.sum(#678954#)@

Note: Currently the system doesn't support summing from level 3 to level 1 using a custom field id. The summing would only work with Amount and Duration field.

[[Category:Universal Tracking Application]][[Category:Applications]]