Changes

Jump to: navigation, search

Template / Type Formula

350 bytes added, 13:37, 8 October 2013
no edit summary
* At Level 3, if the contact assigned is a member of role 12345 put their name into the ''Consultant'' field. Otherwise use the Level 2 ''Owner'' for the Consultant field:
@level3.consultant@=if('@level3.contact.rolelist@' like '%12345%','@level3.contact.fullname@','@level2.owner.fullname@');
 
 
==Using Object Syntax==
Object syntax can be used in template formulas to loop through the level below and to assign a value or values based on some defined criteria.
 
The syntax for this is defined below:
:<font size="3">'''@levelx.field@="@levelx.[#(?object=activity::criteria=field=value) ~standardfieldname~ $customfieldname$ #]@"'''</font>
 
 
Smartstaff, administrator
4,478
edits

Navigation menu