Difference between revisions of "Category Formula"

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(Created page with 'A Category Formula is analogous to a Template / Type Formula, though it performs advanced calculations and logic on custom fields stored on the Organization profile, for Orga…')
 
 
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An example Category Formula would be:
 
An example Category Formula would be:
  <nowiki>@totalpoints@=@trans.sum(#1224#+#23445#):typename='whatever'@</nowiki>
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  <nowiki>@grandtotalpoints@=@trans.sum(#12345#):typename='whatever'@</nowiki>
*In this example, '''totalpoints''' is the custom field we are storing the sum in.
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*In this example, '''grandtotalpoints''' 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").
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*The sum is of all [[transactions]] on the organization's record of custom field id number 12345 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.
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*The custom field named '''grandtotalpoints''' will be updated on the profile of organizations who possess this Category every time the Organization profile page is saved.
  
 
==See Also==
 
==See Also==
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* [[Custom Field ID|Determining the Custom Field ID]]
 
* [[Custom Field ID|Determining the Custom Field ID]]
  
[[Category:System Management]][[Category:Roles]]
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[[Category:Field Update Formulas]][[Category:Roles]]

Latest revision as of 14:01, 23 October 2017

A Category Formula is analogous to a Template / Type Formula, though it performs advanced calculations and logic on custom fields stored on the Organization profile, for Organizations possessing this Category.

The Category Formula is entered on the Edit Category page and will only be applicable for organizations which possess this Category.

An example Category Formula would be:

@grandtotalpoints@=@trans.sum(#12345#):typename='whatever'@
  • In this example, grandtotalpoints is the custom field we are storing the sum in.
  • The sum is of all transactions on the organization's record of custom field id number 12345 given a particular transaction type name ("whatever").
  • The custom field named grandtotalpoints will be updated on the profile of organizations who possess this Category every time the Organization profile page is saved.

See Also