Changes

Role Formula

640 bytes added, 19:01, 23 October 2017

no edit summary

<nowiki>@totalpoints@=@transA Role Formula is analogous to a [[Template / Type Formula]], though it performs advanced calculations and logic on custom fields stored on the Contact profile, for Contacts possessing this Role.sum(#1224#+#23445#):typename='whatever'@</nowiki>

In this example, '''totalpoints''' is the custom field we are storing the sum in.The sum Role Formula is of all transactions entered on the user's record of custom field id numbers 1224 [[User Role|Edit Role page]] and 23445 given a particular transaction type namewill only be applicable for contacts who possess this Role.

An example Role Formula would be:

<nowiki>@totalpoints@=@trans.sum(#1224#+#23445#):typename='whatever'@</nowiki>

*In this example, '''totalpoints''' is the custom field we are storing the sum in.

*The sum is of all [[transactions]] on the user's record of custom field id numbers 1224 and 23445 given a particular transaction type name ("whatever").

*The custom field named '''totalpoints''' will be updated on the profile of contacts who possess this Role every time the contact page is saved.

==See Also==* [[Category Formula]]* [[Transaction Formula]]* [[Custom Field ID|Determining the Custom Field ID]] [[Category:System ManagementField Update Formula‎s]][[Category:TransactionsRoles]]

• ← Older edit

Chin

Smartstaff, administrator

686

edits