Difference between revisions of "Transaction Variables"

Revision as of 16:55, 20 August 2009

Variables

• Subject: @subject@
  
• Details: @Details@
  
• Start Date: @startdate@
  
• End Date: @enddate@
  
• Custom Fields: @customfieldname@ (see note below)
  

Transactions are often displayed as a list, which can be done using the following syntax:

[#(?object=transaction;orderby=fieldname;criteria=typename=)<tr><td>~subject~</td><td>$customfieldid$</td></tr>#]

To use the variables listed above in a list of transactions replace @ with ~

• Exception: to include transactions Custom Fields in a list use either $customfieldname$ or $customfieldid$
• Last Modified Date can be shown in a list of transactions using: ~date_format(trsts,'%Y-%m-%d') as lastmodified~

Examples

Company/Account or Contact/User Transactions

To retrieve all transactions associated with a Company or Contact record:

[#(?object=transaction;)<tr><td>Subject:</td><td>~details~</td></tr>#]

To obtain a Sum (for example) of the values in a Custom Field for all transactions associated with a Company/Contact using sscalculation:

<!--@sscalculation( [#(?object=transaction;)$add this$+#]0)-->

• Important: There must be a space prior to the opening square bracket.
• Also: don't forget the zero at the end of the statement. For example, if there are transactions with values of 10, 15 and 20 the statement between the square brackets would be translated as follows:

[#(?object=transaction;)$add this$+#]     becomes     10+15+20+

so the 0 at the end ensures that the statement evaluated doesn't end with a plus sign (which will fail).

UTA Transactions

To retrieve the Level 1 transactions at Level 2:

@parent.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@

To retrieve the Level 1 transactions at Level 2 by transaction type:

@parent.[#(?object=transaction;criteria=typename='Name of Transaction Type')
<tr><td>~subject</td><td>$customfieldid$</td><td>~customfieldname~</td><td>$customfieldid$</td></tr>
#]@

Contact/Account Transactions from a UTA

Note: Transactions on Companies or Contacts associated with a UTA can be displayed in web page view. The transaction does not have to directly associated with the Level 1 item.

To retrieve all Company transactions for the company attached to the Customer Standard Field at Level 1:

@company.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@

To retrieve all Company transactions for the branch attached to the Branch Standard Field at Level 1:

@branch.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@

To retrieve all People transactions for the Owner of a Level 1:

@owner.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@

Additional Example:

[#(?object=transaction;orderby=tbl_1041842.valuestr desc;criteria=typename='Co-Principal Investigor, Co-Applicant, Additional Author')
<tr><td>$1041842$</td><td>$1041843$</td><td>$1041844$</td><td>$1041845$</td></tr>
#]

See Also

• sscalculation