Difference between revisions of "Transaction Variables"

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In order to display a transaction type and its fields use the following example:
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==Variables==
  
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Syntax:
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* Subject: @subject@<br>
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<pre>
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* Details: @Details@<br>
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[#(?object=transaction;orderby=fieldname;criteria=typename='')<tr><td>~subject~</td><td>$customfieldid$</td></tr>#]
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* Start Date: @startdate@<br>
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</pre>
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* End Date: @enddate@<br>
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Example Code:
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* Custom Fields: @''customfieldname''@ (see note below)<br>
  
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  [#(?object=transaction;orderby=tbl_1041842.valuestr desc;criteria=typename='Co-Principal Investigor, Co-Applicant, Additional Author')
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To use these variables in a list of transactions using the '''[#(?object=transaction...#]''' syntax replace '''@''' with '''~'''
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<tr><!--~typename~--><td>$1041842$</td><td>$1041843$</td><td>$1041844$</td><td>$1041845$</td></tr>
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* '''Exception''': to include transactions [[Custom Fields]] in a list use either '''$customfieldname$''' or '''$customfieldid$'''
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#]
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* Last Modified Date can be shown in a list of transactions using: '''~date_format(trsts,'%Y-%m-%d') as lastmodified~'''
 +
 
 +
 
 +
Transactions are normally displayed as a list, using the following syntax:
 +
  [#(?object=transaction;orderby=fieldname;criteria=typename='')<tr><td>~subject~</td><td>$customfieldid$</td></tr>#]
 +
 
 +
==Examples==
 +
===From a Company/Account or Contact/User record===
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To retrieve all transactions associated with a Company or Contact record:
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[#(?object=transaction;)<tr><td>Subject:</td><td>~details~</td></tr>#]
 +
 
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===UTA===
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To retrieve the '''Level 1''' transactions at '''Level 2''':
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@parent.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
  
  
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To retrieve all '''Company''' transactions for the company attached to '''Level 1''' (Standard field - Customer):
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To retrieve the '''Level 1''' transactions at '''Level 2''' by transaction type:
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@parent.[#(?object=transaction;criteria=typename='Name of Transaction Type')
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<tr><td>~subject</td><td>$customfieldid$</td><td>~customfieldname~</td><td>$fieldid$</td></tr>
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#]@
  
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<pre>
 
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@company.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
 
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</pre>
 
  
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To retrieve all '''Branch''' transactions for the branch attached to '''Level 1''' (Standard field - Branch):
 
  
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<pre>
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'''Note''': Transactions on '''Companies''' or '''Contacts''' associated with a [[UTA]] can be displayed in web page view. The transaction does not have to directly associated with the '''Level 1''' item.
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@branch.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
 
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</pre>
 
  
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To retrieve all '''People''' transactions for the owner of a '''Level 1''' (Standard field - Owner):
 
  
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<pre>
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To retrieve all '''Company''' transactions for the company attached to the '''Customer''' [[Standard Field]] at Level 1:
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@owner.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
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@company.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
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</pre>
 
  
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To retrieve the '''Level 1''' transactions at '''Level 2''':
 
  
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<pre>
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To retrieve all '''Company''' transactions for the branch attached to the '''Branch''' [[Standard Field]] at Level 1:
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@parent.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
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@branch.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
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</pre>
 
  
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To retrieve the '''Level 1''' transactions at '''Level 2''' by transaction type:
 
  
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<pre>
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To retrieve all '''People''' transactions for the '''Owner''' of a Level 1:
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@parent.[#(?object=transaction;criteria=typename='Name of Transaction Type')
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@owner.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
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<tr><td>$fieldid$</td><td>$fieldid$</td><td>$fieldid$</td><td>$fieldid$</td></tr>
 
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#]@
 
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</pre>
 
  
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'''Impact''': Transactions on the '''Company''' and [[User]] objects can be displayed in a [[UTA]] web page view. The transaction does not have to directly associated with the '''Level 1''' item.
 
  
  
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'''To get the modified date of a transaction use the following:'''
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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>
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#]
  
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~trsts~ ''or'' ~date_format(trsts,'%Y-%m-%d') as lastmodified~
 
  
  
 
[[Category:Transactions]][[Category:Variables]]
 
[[Category:Transactions]][[Category:Variables]]

Revision as of 12:57, 20 August 2009

Variables

  • Subject: @subject@
  • Details: @Details@
  • Start Date: @startdate@
  • End Date: @enddate@
  • Custom Fields: @customfieldname@ (see note below)

To use these variables in a list of transactions using the [#(?object=transaction...#] syntax 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') as lastmodified~


Transactions are normally displayed as a list, using the following syntax: 

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

Examples

From a Company/Account or Contact/User record

To retrieve all transactions associated with a Company or Contact record: 

[#(?object=transaction;)<tr><td>Subject:</td><td>~details~</td></tr>#]

UTA

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>~subject</td><td>$customfieldid$</td><td>~customfieldname~</td><td>$fieldid$</td></tr>
#]@


Note: Transactions on Companies or Contacts associated with a UTA can be displayed in web page view. The transaction does not have to 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><td>$1041842$</td><td>$1041843$</td><td>$1041844$</td><td>$1041845$</td></tr>
#]
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