Transaction Variables
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
From a Company/Account or Contact/User record
To retrieve all transactions associated with a Company or Contact record:
[#(?object=transaction;)<tr><td>Subject:</td><td>~details~</td></tr>#]
UTA
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>$fieldid$</td></tr> #]@
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> #]
