Difference between revisions of "Role Formula"

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In this example, '''totalpoints''' is the custom field we are storing the sum in.
 
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 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").
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The Role Formula is entered on the [[User Role|Edit Role page]].
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See
  
 
==See Also==
 
==See Also==

Revision as of 14:07, 3 October 2013

A Role Formula is analogous to a Template / Type Formula, though it performs advanced calculations and logic on custom fields stored on the Contact profile, for Contacts possessing this role.

An example Role 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 Role Formula is entered on the Edit Role page.

See

See Also