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If you wish to perform calculations on fields associated with Level 3, but store the results in fields at the Level 2, you use the '''Level 2 Formula''' field. You can use any expression and also some built-in functions.
You may also wish to use Template Formulas instead of a [[Custom Field Type: Special – Calculated Value|Calculated Value field ]] because the calculations are done server-side, rather than by the browser.<br>
Thus, if you are doing a calculation on a value that needs to be populated or calculated on the same Level 3 item, this will avoid you having to save twice in order to get the final result.
===Counting and Adding Business Days===
Aside from using [[Counting Business Days between Two Dates|Javascript]] to count business days, there are 2 two SmartSimple functions you can use within the L1{{l1}}, L2{{l2}}, and L3 {{l3}} template formula to count and add business days to any Date field.
'''To count the number of business days between 2 two date fields, use the following function:'''
'''SS_FUNC.businessdays('Date1','Date2')'''
This example below calculates the number of business days between the Start Date and End Date.
'''@level1.DateDifference@=SS_FUNC.businessdays('@level1.Startdate@','@level1.Enddate@')'''
'''To increment a date by a number of business days, use the following function:'''
'''@level1.DateDifference@=SS_FUNC.addbusdays('@level1.Startdate@',5)'''
Note in order to take holidays into considering holidaysconsideration, you will need to create a holiday [[Entering_a_New_Calendar_Event|Holiday Calendar]] and associate this calendar as the holiday calendar within [[Global Settings]].
==Examples==
* To count the number of ''Companies'' of a certain type assigned to Level 1 , use the following statement in the Level 1 template formula box:
@opportunity.#123456#@="@companies.count(*):rolename='EPS Partner'@";
:''Note: the '''Customer''' field can be be hidden, and will still populate. This is true for all Template/Type formulas.''
* To assign the owner of the company attached to the Level 1 item to the ''Person '' field use the following statement in the Level 1 template formula box:
@opportunity.peopleid@=@company.ownerid@
==Using a Level 2 Type Formula==
In order to use this technique in the current example , you will need to first enable the duration field in the Level 2 activity.:
1. Click '''Settings'''.
Go to level 2 template and use the following format @level2.#50235#@=@level3.sum(#50291#):eventtype=8866@
where 50235 is the custom field where in which you want the value to store inbe stored, 50291 is the custom field that you want to sum , and 8866 is the level 3 [[Determining the typeid|type ID,]].
Note: Currently the system doesn't support summing from level 3 to level 1 using a custom field id. The summing would only work with Amount and Duration field.
==Using a Level 3 Type Formula==
You can use the Level 3 Type Formula field setting on the Level 3 Type page in a similar manner as for Level 2.* The advantage of using a Level 3 Type Formula instead of a Calculated field is that the calculations are done server side, rather than by the browser.<br /> Thus if you are doing a calculation on a value that needs to be populate populated or calculated on the same Level 3 item, this will avoid you having to save twice in order to get the final result.
'''@level3.total@=@level3.rate@*@level3.quantity@'''
''or using the fieldid fieldids instead of fieldnamethe field names''
'''@level3.#123100#@=@level3.#123098#@*@level3.#123099#@'''