Role Formula
Revision as of 14:06, 3 October 2013 by Arthur Lathrop (talk | contribs)
Revision as of 14:06, 3 October 2013 by Arthur Lathrop (talk | contribs)
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").