Difference between revisions of "Transaction Variables"

Revision as of 12:11, 20 August 2009

In order to display a transaction type and its fields use the following example:

Syntax:

[#(?object=transaction;orderby=fieldname;criteria=typename='')<tr><td>$customfieldid$</td><td>$customfieldid$</td></tr>#]

Example Code:

[#(?object=transaction;orderby=tbl_1041842.valuestr desc;criteria=typename='Co-Principal Investigor, Co-Applicant, Additional Author')
<tr><td>$1041842$</td><td>$1041843$</td><td>$1041844$</td><td>$1041845$</td></tr>
#]

To retrieve all Company transactions for the company attached to Level 1 (Standard field - Customer):

@company.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@

To retrieve all Branch transactions for the branch attached to Level 1 (Standard field - Branch):

@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 (Standard field - Owner):

@owner.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@

To retrieve the Level 1 transactions at Level 2:

@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>$fieldid$</td><td>$fieldid$</td><td>$fieldid$</td><td>$fieldid$</td></tr>
#]@

Impact: Transactions on the Company and User objects can now be displayed in a UTA web page view. The transaction does not have to directly associated with the Level 1 item.

To get the modified date of a transaction use the following:

~trsts~ or ~date_format(trsts,'%Y-%m-%d') as lastmodified~