In order to display a transaction type and its fields use the following example:==Variables==
Syntax* Subject:@subject@<prebr>[#(?object=transaction;orderby=fieldname;criteria=typename='')* Details: @Details@<trbr>* Start Date: @startdate@<tdbr>~subject~* End Date: @enddate@</tdbr><td>$customfieldid$</td></tr>#]* Custom Fields: @''customfieldname''@ (see note below)</prebr>Example Code:
To use these variables in a list of transactions using the '''[#(?object=transaction...#]''' syntax replace '''@''' with '''~'''* '''Exception''': to include transactions [[Custom Fields]] in a list use either '''$customfieldname$''' or '''$customfieldid$'''* Last Modified Date can be shown in a list of transactions using: '''~date_format(trsts,'%Y-%m-%d') as lastmodified~''' Transactions are normally displayed as a list, using the following syntax: [#(?object=transaction;orderby=tbl_1041842.valuestr descfieldname;criteria=typename='Co-Principal Investigor, Co-Applicant, Additional Author') <tr><!--td>~typenamesubject~--</td><td>$1041842customfieldid$</td></tr>#] ==Examples=====From a Company/Account or Contact/User record===To retrieve all transactions associated with a Company or Contact record: [#(?object=transaction;)<tr><td>$1041843$Subject:</td><td>~details~</td></tr>#] ===UTA===To retrieve the '''Level 1''' transactions at '''Level 2''': @parent.[#(?object=transaction)<tr><td>~details~</td><td>$1041844$~subject~</td><td>$1041845$~startdate~</td></tr> #]@
To retrieve all the '''CompanyLevel 1''' transactions for the company attached to at '''Level 12''' by transaction type: @parent.[#(Standard field - Customer?object=transaction;criteria=typename='Name of Transaction Type'): <tr><td>~subject</td><td>$customfieldid$</td><td>~customfieldname~</td><td>$fieldid$</td></tr> #]@
<pre>
@company.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@
</pre>
To retrieve all '''Branch''' transactions for the branch attached to '''Level 1''' (Standard field - Branch):
<pre>@branch'''Note''': Transactions on '''Companies''' or '''Contacts''' associated with a [[UTA]] can be displayed in web page view.[#(?object=The transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@</pre>does not have to directly associated with the '''Level 1''' item.
To retrieve all '''People''' transactions for the owner of a '''Level 1''' (Standard field - Owner):
<pre>To retrieve all '''Company''' transactions for the company attached to the '''Customer''' [[Standard Field]] at Level 1: @ownercompany.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@</pre>
To retrieve the '''Level 1''' transactions at '''Level 2''':
<pre>To retrieve all '''Company''' transactions for the branch attached to the '''Branch''' [[Standard Field]] at Level 1: @parentbranch.[#(?object=transaction)<tr><td>~details~</td><td>~subject~</td><td>~startdate~</td></tr>#]@</pre>
To retrieve the '''Level 1''' transactions at '''Level 2''' by transaction type:
<pre>To retrieve all '''People''' transactions for the '''Owner''' of a Level 1: @parentowner.[#(?object=transaction;criteria=typename='Name of Transaction Type')<tr><td>$fieldid$</td><td>$fieldid$~details~</td><td>$fieldid$~subject~</td><td>$fieldid$~startdate~</td></tr>#]@</pre>
'''Impact''': Transactions on the '''Company''' and [[User]] objects can be displayed in a [[UTA]] web page view. The transaction does not have to directly associated with the '''Level 1''' item.
'''To get the modified date of a Additional Example: [#(?object=transaction use the following:';orderby=tbl_1041842.valuestr desc;criteria=typename='Co-Principal Investigor, Co-Applicant, Additional Author') <tr><!--~typename~--><td>$1041842$</td><td>$1041843$</td><td>$1041844$</td><td>$1041845$</td></tr> #]
~trsts~ ''or'' ~date_format(trsts,'%Y-%m-%d') as lastmodified~
[[Category:Transactions]][[Category:Variables]]
