43
edits
Changes
→Using a Level 2 Type Formula
'''Sum using Custom Field ID'''
'''Summing Level 2 to Level 1:''' Go to level 1 template and use the following format @opportunity.#123456#@=@level2.sum(#987763#)@ '''Summing Level 3 to Level 2: ''' Go to level 2 template and use the following format @level2.#123456#@=@level3.sum(#678954#)@
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.
[[Category:Universal Tracking Application]][[Category:Applications]]