Role Formula
A 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.
The Role Formula is entered on the Edit Role page and will only be applicable for contacts who possess this Role.
An example Role Formula would be:
@totalpoints@=@trans.sum(#1224#+#23445#):typename='whatever'@
- 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.