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UTA Provider/Consumer Relationships

1,746 bytes added, 17:24, 9 October 2013
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==Referencing Variables and Provider / Consumer Records ==You can sue the syntax below to display a list of Consumers or Providers associated with a record. :<font size="3">'''[#(?object=''objectname'';{options})~''standardfieldname''~ $''customfieldname''$#]'''</font>'''Where:''':* ''objectname'' is the name of the item to be listed. ::Either: '''utaproviderL1''', '''utaproviderL2''', '''utaconsumerL1''' or '''utaconsumerL2''':* ''standardfieldname'' is the name of a standard field (between tildes ~):* ''customfieldname'' is the name of a custom field (between dollar signs $) '''Notes:''' :* You can refer to [[Custom Fields]] in the list using the Custom Field ID instead of the field name, still between dollar signs ('''$12345$'''):* '''level-1''' can only be used as an object when referenced from a contact record. Also '''level-1''' will only list the level 1s that the contact has been added to in the contacts section.:* You can include text as well as variables within the [#...#] syntax.:* When using this syntax for [[Web Page View]]s, [[Custom Field Type: Read Only – System Variables|Read Only – System Variables]] etc. you will usually want to include HTML table formatting within the '''[#...#]''' syntax (see examples below). For [[MS Word Merge]] custom fields the table defined on the MS Word Template document, with the columns delimited by pipes (|) within the '''[#...#]'''.:* '''~Index~''' can be used to number the lines (1, 2, 3...) '''Note:''' ~index~ does not work for all lists. For example, it cannot be used when listing contacts associated with a Level 1.::* ''~Index~'' (upper case 'I') start numbering at 1, ''~index~'' (lower case 'i') starts numbering at 0.:* ~eventid~ will display the id of the level 2. ==Template formulasand Provider / Consumer Records==
* If you are using template formulas to populate Level One fields with details on associated UTA providers then you must use the following syntax:
@level1.fieldname@=@level1.utaprovider.count(*)@;
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