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Transaction Variables

828 bytes added, 15:52, 21 November 2014
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* Subject: @subject@<br>
* Status: @status@<br>
* Details: @Details@<br>
* Start Date: @startdate@<br>
* End Date: @enddate@<br>
* Transaction ID: @transid@<br>
* Transaction Type Name: @transtype@<br>
* Transaction Type ID: @transtypeid@<br>
* Last Modified: @trsts@ (transaction time-stamp)<br>
* Custom Fields: @''customfieldname''@ (see note below)<br>
Transactions are often displayed as a list, which can be done using the following syntax:
[#(?object=transaction;::orderby=fieldname;::criteria=typename=&#39;"''thistypename''&#39;" and statusname="Submitted")<tr><td>~subject~</td><td>$customfieldid$</td></tr>#]
In a list use the variables listed above but replace '''@''' with '''~'''
* '''Exception''': to include [[Custom Fields]] in a list use either '''$customfieldname$''' or '''$customfieldid$'''
* Last Modified Date can be shown in a list of transactions using: '''~date_format(trsts,'%Y-%m-%d%H:%i') as lastmodified~''':(Note: The See Also section has an external hyperlink for more DATE_FORMAT specifiers)  ===Parent Object===On a Company/Account transaction you can display or store the name of the Company the transaction is attached to on the transaction by creating a [[Read Only - System Variable]] or [[Store Value - System Variable]] '''on the transaction''' with the following syntax::<font size="3">'''@parent.name@'''</font> On a Contact transaction you can display or store the name of the contact the transaction is attached to on the transaction using::<font size="3">'''@parent.fullname@'''</font>
==Examples==
===UTA Transactions===
To retrieve the '''Level 1''' {{l1}} transactions at '''Level 2'''{{l2}}:
@parent.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
<!--@sscalculation( [#(?object=transaction;)$add this$+#]0)-->
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* '''Important:''' There <u>must</u> be a space prior to the opening square bracket.
* Also: when summing values don't forget the zero after the closing square bracket. For example, if there are transactions with values of 10, 15 and 20 the statement between the square brackets would be translated as follows:
::''[#(?object=transaction;)$add this$+#]'' &nbsp;&nbsp;&nbsp; becomes &nbsp;&nbsp;&nbsp; ''10+15+20+''
:so the 0 at the end ensures that the statement evaluated doesn't end with a plus sign (which will fail). 
'''Note''': You can also use [[sscalculation]] to format the display of dates
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