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. #REDIRECT [[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 Template / 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 using field ID:''' Go to level 1 template and use the following format @opportunity.#123456#@=@level2.sum(#987763#)@ '''Summing Level 3 to Level 2 using field ID:''' 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]]
