8,849
edits
Changes
→To Display a List of Activities, Notes, Transactions, Contacts, Companies, Consumers, Providers
* For a list of all companies that the owner of a [[UTA]] record is associated with:
@owner.[#(?object=association;)~name~ (Phone ~phone~)<br>#]@
* To count the number of contacts assigned with the role of Reviewer:
[#(?object=contact::criteria=rolename="Reviewer";::groupfunction=count)~userid~#]
white-space: -pre-wrap;
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word-wrap: break-word;">[#(?object=utaproviderL1;) ~name~ ~typename~ ~statusname~ ~enddate~ $Panel Review Date$ $Panel ID$<br>#]</pre>
<table>
<tr><td>Total Paid:
[#(?object=transaction::criteria=trstranstype=11 and tbl_1145339.valuestr='Paid';::groupfunction=sum)$1145183$ <!--$1145339$-->#]
Note:
$1145339$ - Status of payment
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<table>
[@(?object=activity;::orderby=typename)<tr><td> Level 3 Activity: ~typename~</td><td>~location~</td></tr>@]
</table>
</pre>
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<table>
[#(?object=activity;::orderby=startdate)
<tr><td>Level 2 Activity: ~subject~</td><td>~statusname~</td><td>~startdate~</td><td>~enddate~</td></tr>
<tr><td></td><td colspan=3>$Level 3 Activity List$</td></tr>
Instead you can use the following syntax '''within''' the '''[#...#]''' that lists the Level 2 activities:
:<font size="3">'''[@(?object=activity;)~standardfieldname~ $customfieldname$@]'''</font>
'''Note:'''
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<table>
[#(?object=activity;::orderby=startdate)
<tr><td>Level 2 Activity: ~subject~</td><td>~statusname~</td><td>~startdate~</td><td>~enddate~</td></tr>
<tr><td></td><td colspan=3>
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[#(?object=object;::orderby=field)
<!--@sslogic(~index~='num')-->
~standard field~ $custom field$ <br />
