Category Formula
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Revision as of 14:49, 9 October 2013 by Arthur Lathrop (talk | contribs) (Created page with 'A Category Formula is analogous to a Template / Type Formula, though it performs advanced calculations and logic on custom fields stored on the Organization profile, for Orga…')
A Category Formula is analogous to a Template / Type Formula, though it performs advanced calculations and logic on custom fields stored on the Organization profile, for Organizations possessing this Category.
The Category Formula is entered on the Edit Category page and will only be applicable for organizations which possess this Category.
An example Category 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.
