Category Formula

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A Category Formula is analogous to a Template / Type Formula, though it performs advanced calculations and logic on custom fields stored on the Organization profile, for Organizations possessing this Category.

The Category Formula is entered on the Edit Category page and will only be applicable for organizations which possess this Category.

An example Category Formula would be:

  • In this example, grandtotalpoints is the custom field we are storing the sum in.
  • The sum is of all transactions on the organization's record of custom field id number 12345 given a particular transaction type name ("whatever").
  • The custom field named grandtotalpoints will be updated on the profile of organizations who possess this Category every time the Organization profile page is saved.

See Also