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UTA Provider and Consumer Variables and Formulas Reference

Updated

This article provides reference syntax for variables and template formulas used to display and populate UTA provider and consumer record data in SmartSimple.

Who: Global administrators

Variable Syntax

Use the following syntax to display a list of consumers or providers associated with a record.

[#(?object=objectname;{options})~standardfieldname~ $customfieldname$#]
Parameter Description
objectname The name of the item to list. Options: utaproviderL1, utaproviderL2, utaconsumerL1, utaconsumerL2.
standardfieldname The name of a standard field, enclosed between tildes (~).
customfieldname The name of a custom field, enclosed between dollar signs ($). You may use the Custom Field ID instead of the field name, still enclosed in dollar signs (for example, $12345$).

Notes:

  • Text as well as variables may be included within the [#...#] syntax.
  • When using this syntax for Web Page Views, Read Only – System Variables, and similar fields, include HTML table formatting within the [#...#] syntax. For MS Word Merge custom fields, use columns delimited by pipes (|) within the [#...#] syntax as defined in the MS Word template.
  • ~Index~ (capital I) can be used to number lines starting at 1. ~index~ (lowercase i) starts numbering at 0. Note: ~index~ does not work for all lists; for example, it cannot be used when listing contacts associated with a Level 1 record.

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Template Formula Syntax

Use the following template formula syntax to populate Level 1 or Level 2 fields with data about associated UTA providers or consumers.

Use Case Syntax
Populate a Level 1 field with data about associated UTA providers @level1.fieldname@=@level1.utaprovider.count(*)@;

{{level1.utaconsumer.count(*)}}
Populate a Level 1 field with data about associated UTA consumers @level1.fieldname@=@level1.utaconsumer.count(*)@;

{{level1.fieldname}}={{level1.utaconsumer.count(*)}}
Populate a Level 2 field with data about associated Level 1 UTA providers @level2.fieldname@=@level2.utaprovider.count(*)@;

{{level2.fieldname}}={{level2.utaprovider.count(*)}}
Populate a Level 2 field with data about associated Level 1 UTA consumers @level2.fieldname@=@level2.utaconsumer.count(*)@;

{{level2.fieldname}}={{level2.utaconsumer.count(*)}}

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