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In order to display a transaction type and its fields use the following example:
Syntax:
<pre>
[#(?object=transaction;orderby=fieldname;criteria=typename='')<tr><td>$customfieldid$</td><td>$customfieldid$</td></tr>#]
</pre>
Example Code:
To retrieve all In a list use the variables listed above but replace '''@''' with '''~'''* 'Company''Exception' transactions for the company attached '': to include [[Custom Fields]] in a list use either '''Level 1$customfieldname$''' or '''$customfieldid$'''* Last Modified Date can be shown in a list of transactions using: '''~date_format(Standard field trsts,'%Y- Customer%m-%d %H:%i')as lastmodified~''':(Note: The See Also section has an external hyperlink for more DATE_FORMAT specifiers)
<pre>
@company.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
</pre>
To retrieve all ===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]] '''Branchon the transaction''' transactions for with the branch attached to following syntax::<font size="3">'''Level 1@parent.name@''' (Standard field - Branch): </font>
To retrieve all '''People''' transactions for On a UTA L1 transaction you can display or store fields from the level one record the [[User|user]] transaction is attached to on the transaction by using the following syntax::<font size="3">'''Level 1@levelone.fieldname@''' (Standard field - Owner):</font>
<pre>==Examples=====Company/Account or Contact/User Transactions===To retrieve all transactions associated with a Company or Contact record:@owner. [#(?object=transaction;)<tr><td>~details~Subject:</td><td>~subject~</td><td>~startdatedetails~</td></tr>#]@</pre>
<pre>
@parent.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
</pre>
'''To get the modified date of a transaction use the following:'''
→Parent Object
==How to display the Transaction typesVariables== * 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=tbl_1041842.valuestr desc;fieldname::criteria=typename="''thistypename'Co-Principal Investigor, Co-Applicant, Additional Author'" and statusname="Submitted") <tr><!--td>~typenamesubject~--><td>$1041842$</td><td>$1041843$</td><td>$1041844$</td><td>$1041845customfieldid$</td></tr> #]
On a Contact transaction you can display or store the name of the contact the transaction is attached to on the transaction using::<prefont size="3">'''@branchparent.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]fullname@'''</prefont>
===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>#]@
To retrieve the '''Level 1''' transactions at '''Level 2''' by transaction type:
@parent.[#(?object=transaction;criteria=typename='Name of Transaction Type')
<tr><td>~subject</td><td>$customfieldid$</td><td>~customfieldname~</td><td>$customfieldid$</td></tr>
#]@
To count the '''Level 1''' transactions at '''Level 1''':
@trans1.count(trstransid):trstranstype=''transtypeid''@
* '''Where''' transtypeid is the transaction type id of the transaction you wish to count.
To count the '''Level 2''' transactions at '''Level 2''':
@trans2.count(trstransid):trstranstype=''transtypeid''@
To count the '''Level 1''' transactions at '''Level 2''':
@parent.trans1.count(trstransid):trstranstype=''transtypeid''@
Example:
@trans2.count(trstransid):trstranstype=544@
===Contact/Account Transactions from a UTA===
'''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.
To retrieve all '''Company''' transactions for the company attached to the '''Customer''' [[Standard Field]] at Level 1:
@company.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
To retrieve all '''Company''' transactions for the branch attached to the '''Branch''' [[Standard Field]] at Level 1:
@branch.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
To retrieve all '''People''' transactions for the '''Owner''' of a Level 1:
@owner.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
Additional Example:
[#(?object=transaction;orderby=tbl_1041842.valuestr desc;criteria=typename='Co-Principal Investigor, Co-Applicant, Additional Author')
<tr><!--~typename~--><td>$1041842$</td><td>$1041843$</td><td>$1041844$</td><td>$1041845$</td></tr>
#]
==Performing Calculations==
You can <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:
<pre>
<!--@parent.sscalculation( [#(?object=transaction;criteria=typename='Name of Transaction Type')<tr><td>$fieldidadd this$</td><td>$fieldid$</td><td>$fieldid$</td><td>$fieldid$</td></tr>+#]@0)-->
</pre>
* '''ImpactImportant:'''There <u>must</u> be a space prior to the opening square bracket.* Also: Transactions on 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:::'''Company''' and [[User#(?object=transaction;)$add this$+#]] objects can now be displayed in a [[UTA]] web page view. The transaction does not have to directly associated with the '' becomes ''Level 110+15+20+'':so the 0 at the end ensures that the statement evaluated doesn' itemt end with a plus sign (which will fail).
'''Note''': You can also use [[sscalculation]] to format the display of dates
If you want to store the value on the Company/Contact record you should use a [[Calculated Value]] field : ~trsts~ ( [#(?object=transaction;)$add this$+#]0)* '''NOTE''': The [[Calculated Value]] will only be updated when the Company/Contact record is saved. ''or'Not' ~date_format(trsts,'%Y-%m-%d') as lastmodified~whenever a [[Transaction]] is created.
==See Also==
* [[sscalculation]]
[[Category:Transactions]][[Category:Variables]]
