8,849
edits
Changes
no edit summary
==Where?==
The configuration settings can be found on most entities now, such as UTA L1, L2, L3, transactions, contact roles, company categories.
==How?==
You must specify valid MySQL syntax within the settings box, and each line is ended with a semi-colon. Each line is processed sequentially and in order after saving an object.
==When?==
Template Formulas run after an object is saved and uses the newly saved field values for their calculations. They are also chained such that when saving a L3 the formulas run in the order of L3 global formula, L3 type formula, L2 global formula, L2 type formula, L1 global formula, L1 type formula. When deleting a L3, the formulas for the L2 and L1 are also run.
==Signs when they may be needed==-* When you have to save an object twice to get it to correctly calculate something.
Disclaimer-: Template Formulas are run by the server, so for performance considerations should not be abused. A Template Formula should only be used when a calculation can not be achieved on the page with calculated value custom fields, or when trying to update a field that does not exist on the page (i.e. at L2 you wish to update a L1 field).