Transaction Variables

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Revision as of 17:56, 20 August 2009 by Cameron (talk | contribs) (Company/Account or Contact/User Transactions)

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Variables

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

Transactions are often displayed as a list, which can be done using the following syntax:

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

To use the variables listed above in a list of transactions 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~


Examples

Company/Account or Contact/User Transactions

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

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

UTA Transactions

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


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 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>
#]

See Also