Smartstaff, administrator
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* At Level 3, if the contact assigned is a member of role 12345 put their name into the ''Consultant'' field. Otherwise use the Level 2 ''Owner'' for the Consultant field:
@level3.consultant@=if('@level3.contact.rolelist@' like '%12345%','@level3.contact.fullname@','@level2.owner.fullname@');
==UTA Provider syntax==
* 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(*)@;
* If you are using template formulas to populate Level One fields with details on associated UTA consumer then you must use the following syntax:
@level1.fieldname@=@level1.utaconsumer.count(*)@;
* If you are using template formulas to populate Level Two fields with details on associated Level One UTA providers then you must use the following syntax:
@level2.fieldname@=@level2.utaprovider.count(*)@;
* If you are using template formulas to populate Level Two fields with details on associated Level One UTA consumers then you must use the following syntax:
@level2.fieldname@=@level2.utaconsumer.count(*)@;
==Additional Information==
