Changes

[#(?object=transaction;::orderby=fieldname;::criteria=typename=&#39;"''thistypename''&#39;" and statusname="Submitted")<tr><td>~subject~</td><td>$customfieldid$</td></tr>#]

To In a list use the variables listed above in a list of transactions but replace '''@''' with '''~'''* '''Exception''': to include transactions [[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>

To retrieve the '''Level 1''' {{l1}} transactions at '''Level 2'''{{l2}}:

'''Note''': Transactions on '''Companies''' or '''Contacts''' associated with a [[UTA]] can be displayed in web page view. The transaction does not have to be directly associated with the '''Level 1''' item.

You can obtain <u>display</u> a Sum (for example) of the values in a [[Custom Field]] for all transactions associated with a Company/Contact using [[sscalculation]]within either a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] field:

* Also: when summing values don't forget the zero at after the end of the statementclosing 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:

: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

If you are using want to store the value on the Company/Contact record you should use a [[Calculated Value]] field use the following:

* '''NOTE''': The [[Calculated Value]] will only be updated when the company Company/Contact record is saved, not . '''Not''' whenever a [[Transaction]] is created.