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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.
| + | #REDIRECT [[Template / Type Formula]] |
| − | | + | [[Category: Universal Tracking Application]] |
| − | [[Image:Uta128.png]] | |
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| − | When you wish to use multiple template formulas, you must use the semicolon to separate them. For example:
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| − | '''@opportunity.totals@=@#123456#@;@opportunity.quantity@=@654321@'''
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| − | '''Note''': ''Template formulae will only work if the Template standard field is enabled and visible on the page.''
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| − | ==Using a Level 2 Type Formula==
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| − | In order to use this technique in the current example you will need to first enable the duration field in the Level 2 activity.
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| − | 1. Click '''Settings'''.
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| − | 2. Click '''Application Configuration'''.
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| − | 3. Click the '''Activity Settings''', '''Standard Fields''' link.
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| − | 4. Enable the '''Duration''' field.
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| − | [[Image:Uta129.png]]
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| − | 5. Click the '''Save''' button.
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| − | 6. Click '''Settings'''.
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| − | 7. Click '''Activity Settings''', '''Types''' tab.
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| − | 8. Click the '''Addendum''' type.
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| − | 9. Scroll to the '''Level 2 Formula'''.
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| − | [[Image:Uta130.png]]
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| − | 10. Enter the following formula:
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| − | [[Image:Uta131.png]]
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| − | 11. Click the '''Save''' button.
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| − | This expression will be executed any time a Level 3 item is saved.
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| − | 12. Click the '''My Actions''' tab.
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| − | 13. Click either '''Level 3''' activity type.
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| − | 14. Click the '''Save''' button.
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| − | 15. Review the associated '''Level 2''' activity.
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| − | [[Image:Uta132.png]]
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| − | * The duration is set to the sum of the durations of the associated [[Level 3 Entity|Level 3 entities]].
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| − | * The same technique can be applied to the Level 1 [[Template]] formula to sum all the Level 2 durations.
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| − | '''Summing Level 2 to Level 1 using field ID:'''
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| − | Go to level 1 template and use the following format @opportunity.#123456#@=@level2.sum(#987763#)@
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| − | '''Summing Level 3 to Level 2 using field ID:'''
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| − | Go to level 2 template and use the following format @level2.#123456#@=@level3.sum(#678954#)@
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| − | '''Summing Level 3 to Level 2 base on a particular level 3 type:'''
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| − | Go to level 2 template and use the following format @level2.#50235#@=@level3.sum(#50291#):eventtype=8866@
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| − | where 50235 is the custom field where you want the value to store in, 50291 is the custom field that you want to sum and 8866 is the level 3 type ID,
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| − | 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.
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| − | ==Using a Level 3 Type Formula==
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| − | You can use the Level 3 Type Formula field on the Level 3 Type page in a similar manner as for Level 2.
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| − | * 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.
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| − | </br> Thus if you are doing a calculation on a value that needs to be populate or calculated on the same Level 3 item it avoids you having to save twice in order to get the final result.
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| − | The following example calculates the product of rate times quantity, and saves it in a field called Total with a field ID of 1731330:
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| − | '''@l3.#1731330#@=@level3.rate@*@level3.quantity@'''
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| − | ''Note: Be sure to use syntax exactly as above.''
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| − | [[Category:Universal Tracking Application]][[Category:Applications]] | |
