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Created page with '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 Orga…'
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 [[Client_Categories#Settings|Edit Category page]] and will only be applicable for organizations which possess this Category.
An example Category Formula would be:
<nowiki>@totalpoints@=@trans.sum(#1224#+#23445#):typename='whatever'@</nowiki>
*In this example, '''totalpoints''' is the custom field we are storing the sum in.
*The sum is of all [[transactions]] on the user's record of custom field id numbers 1224 and 23445 given a particular transaction type name ("whatever").
*The custom field named '''totalpoints''' will be updated on the profile of contacts who possess this Role every time the contact page is saved.
==See Also==
* [[Role Formula]]
* [[Transaction Formula]]
* [[Custom Field ID|Determining the Custom Field ID]]
[[Category:System Management]][[Category:Roles]]
The Category Formula is entered on the [[Client_Categories#Settings|Edit Category page]] and will only be applicable for organizations which possess this Category.
An example Category Formula would be:
<nowiki>@totalpoints@=@trans.sum(#1224#+#23445#):typename='whatever'@</nowiki>
*In this example, '''totalpoints''' is the custom field we are storing the sum in.
*The sum is of all [[transactions]] on the user's record of custom field id numbers 1224 and 23445 given a particular transaction type name ("whatever").
*The custom field named '''totalpoints''' will be updated on the profile of contacts who possess this Role every time the contact page is saved.
==See Also==
* [[Role Formula]]
* [[Transaction Formula]]
* [[Custom Field ID|Determining the Custom Field ID]]
[[Category:System Management]][[Category:Roles]]
