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Template / Type Formula

278 bytes added, 15:03, 20 August 2009
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'''Level One templates , and Level Two and Level Three Types can perform advanced calculations and logic within their Template /Type Formula boxes.'''
If you wish to perform calculations on fields associated with Level 3, but store the results in fields at the Level 2, you use the '''Level 2 Formula''' field. You can use any expression and also some built in functions.
'''Template/Type Formualas are calculated when a record is saved.'''
 
==Examples==
If you want to assign company of the Level 1 '''Owner''' to the Level 1 '''Customer''' field you would use the following:
@opportunity.companyid@=@opportunity.owner.companyid@;
Note: the '''Customer''' field can even be be hidden, and will still populate.
 
[[Image:Uta128.png]]
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