User`s Manual
Contents
1. 234 567 8 Number formatting blank The digit is returned without formatting 0 A digit is supposed to appear at this position If there is none then 0 is displayed If the format string contains more 0 than the number to be formatted extra Os are added in front or at the end Similar to 0 except that nothing is inserted if no digit is to appear Combined with 0 or specifies the number of digits which should appear on each side of the decimal character Multiplies the number by 100 and adds a sign Inserted in series of 0 or indicates the thousand separator A double comma indicates that the number should be divided by 1000 E Ifthe format string contains at least a 0 or converts the number to scientific notation Ex Format 2343 3 0000 00 02343 20 Format 2343 3 444 00 2 343 00 Format 45 HHF 45 Date and time formatting D Displays the date according to your locale s long date format Windows Control Panel d Displays the date according to your locale s short date format Windows T Displays the time according to your locale s long time format Medium Displays the time in 12 hour format using hours and minutes and the AM PM Time designator t Displays a time using the 24 hour format f Displays the long date and short time according to your locale s format F Displays the long date and long time a2. No returns Yes Thevalue_if trueandvalue_if false arguments are optional Omit them if you don t want the value of the field to be changed Ex if field FieldB 0 then If FieldB 1 Yes will not modify the target field Ex if field FieldB 1 then If FieldB 1 No will not modify the target field If on the contrary you wish to blank out the target field then use double quotes Ex if field FieldB 0 then If FieldB 1 Yes will blank out the target field Statistical functions o Min valuel value2 returns the smallest value numeric values only non numeric values are ignored Ex if FieldB 10 and FieldC 20 then Min FieldB FieldC 10 o MinC value1 value2 returns the smallest value characters are accepted the sort is based on the characters so in this case 10 is higher than 20 Ex if FieldB ProductA and FieldC ProductB then MinC FieldB FieldC ProductA o Max valuel value2 returns the highest value numeric values only non numeric values are ignored Ex if FieldB 10 and FieldC 20 then Max FieldB FieldC 20 o MaxC valuel value2 returns the highest value characters are accepted the sort is based on the characters so in this case 10 is higher than 20 Ex if FieldB ProductA and FieldC ProductB then MaxC FieldB FieldC ProductB o Count valuel value2 counts the number of values that are numeric Ex if FieldB 1 FieldC X and 53 2 the
3. here are two important changes e You do not have to add triggers to ACT fields manually It is now done through the File gt Assign calculation triggers to fields menu see Running a calculation trigger in automatic mode below e You do not have to escape semi colons anymore when using functions inside functions e Younow have the ability to add buttons to your layouts to run your calculation triggers see Running a calculation in manual mode below Installation procedure Download the program file from our download page and double click it to start the installation An icon should have been added to your Contact toolbar to launch TriggerCalc directly from within ACT Note that contrarily to versions supporting previous ACT versions and because of the changes in ACT add ons are now DLL files and not executable files This means that they are automatically initialized by ACT when placed in ACT plugin folder a subfolder of the main ACT directory and cannot be started from the Windows Start menu anymore This is why you are not given a choice of installation directory during the installation process ACT should automatically add an icon to the Contact Detail window and an item to the Tools menu Icons and menu items are now the only ways to start your Exponenciel add on Adding icons to other views To add icons to other toolbars run TriggerCalc and go to the Options gt Integrate with ACT menu Check the views you
4. returns chicago o Fcase will capitalize every first letter of the words of a string Ex if FieldA A1 HARDWARE then Fcase FieldA returns A1 Harware o Trim will remove leading and trailing spaces Ex Trim Chicago returns Chicago o Ltrim will remove leading spaces Ex Ltrim Chicago returns Chicago o Rtrim will remove trailing spaces Ex Rtrim Chicago returns Chicago o Len will retum the number of characters in a string Ex if FieldA Chicago then Len FieldA returns 7 o Space x will insert x spaces Ex space 10 returns 10 spaces o String value will force to consider value as a string even if it is numeric or currency Ex String 65 00 amp taxes returns 65 00 tax whereas 65 00 amp taxes would return 65 taxes o Val returns a number in a string It stops at the first character it does not recognize as part of a number Ex if FieldA 12C then Val FieldA returns 12 TriggerCalc User s Manual 22 o Left value _of_chars returns the first _of_ chars characters from the value starting from the left Ex if FieldA 414 555 1212 then Left FieldA 3 414 o Right value _of_chars returns the first _of_chars characters from the value starting from the right Ex if FieldA 414 555 1212 then Left FieldA 8 555 1212 o Mid value start_pos _of_chars returns of chars from the value starting from the start_ pos character If _of_charsis
5. AEE E E e 23 Date Time funchonS s sesiet en iinei e aa e a E ekiana SEs tas 25 Format f ncHoNnin nonen ehan a n a aa a a a 28 R n f nclo eeen ean na n aa een a oa aeaea r e a aS 29 Financial functions nosna cae sess aero a boot ga case ERS EE adda EAER E O E eit 30 EXAMPLES OF CALCULATIONS eeseossosssessecssossoscsscssossoscsscssossoscosessossoscesessosso 34 Calculating the age of a CONTACT cccssessesssecssecesscesssesssesssecesscesssessseseseecseecessessaeesssecsuecees 34 Converting a date into a SUTIIG ccssccsscsssscssscssccesscesstsessecsescesecssnsessncessccssnessncsscessasense 34 Capitalizing the first character of a field ccsesssecssscsseesseesssecssecssecesseesssesenecsseeesesesnseees 34 Copying the content of a field to another field 00 0 0 cc cessesseesscecsseceseeesseeesseseseceseeesseeseseeses 34 Format n A TUNER snesen oiii a E one rouse vides va tadadudectcapass i t 34 Bla kingout A HE 4 izes casake vescaaesvacascaataseitececsnwetiudalarianwedaasiihdeathodedstivectanaasMiaaodraal Gad 35 Getting the 1st day of the following YeaL cccscccssecesscssseessseeseecssecesecesseesseeseseceseeesseesaseeses 35 Getting the 1st day of the following month ccccescessseesseecseecesceesseeseecssecesecesseesseeseseenes 35 TriggerCalc User s Manual 3 INTRODUCTION Purpose of the add on The main objective of TriggerCalc is to allow calculations between fields A t
6. ERR Note numeric or currency fields in ACT will not allow accept this message therefore the field will remain blank or will be blanked out if it previously had a value Therefore you may want to run tests before you convert your fields to numeric or currency so that you can be made aware of any errors When you are sure the calculations are properly built you could then convert your fields to numeric or currency Using a function inside another function TriggerCalc Pro only It is possible to use a function in one or more arguments of another function Starting with v 4 3 1it is not necessary to escape semi colons anymore if you don t understand what this means just ignore this comment Make sure you use parenthesis properly though as they are critical to avoid errors For instance you may create a function like this one If FieldA True Avg FieldB FieldC FieldD n a The Avg function is an argument of the IF function Or like this Min if FieldB gt 1000 1000 if FieldB gt 500 500 0 FieldC This example of multi level calculation could be explained like this TriggerCalc User s Manual 17 The target field will be the lowest value of FieldC and a value defined like this if FieldB is higher than 1000 then the value is 1000 If FieldB is higher than 500 but lower than 1000 then the value is 500 If FieldB is lower than 500 the value is 0 You may want to use comments an
7. For support please contact support exponenciel com TriggerCalc User s Manual 19 REFERENCE GUIDE Operators Both versions Basic Operators You may use any of these four basic operators plus minus multiplied by divided by You may use parentheses as well Examples of calculations You may use any combination of the above operators with or without parentheses For instance FieldA 100 0 05 gt 5 of FieldA 100 FieldA FieldB FieldC gt FieldA FieldB FieldC FieldA 125 FieldB 5 gt etc FieldA gt Copies FieldA to the target field 0 gt Resets target field to 0 FieldA H FieldB gt Concatenates FieldA and FieldB w a space between etc Operator precedence Typically the operator precedence the order in which the operators are evaluated is which means that 50 3 1 equals 151 and not 200 you first multiply then add TriggerCalc follows this rule for simple calculations like the one above but for more complicated calculations make sure you use parenthesis to help TriggerCalc determine in which order it should proceed with the calculations in the example above it would mean writing 50 3 1 instead of 50 3 1 Besides the 4 basic operators you may also use Boolean operators Yes is returned if the comparison is true No if the comparison is false o gt lt gt lt lt gt allowto compare values Ex if FieldA 5 and FieldB 10 Field
8. Now T 12 59 47 PM Run function The syntax of the Run function is the following o Run path_of_file_to_be_run launches the file if it is an executable or opens the file with the program associated to its extension if any TriggerCalc User s Manual 30 Financial functions O FV rate nper pmt pv type returns the future value of an annuity based on periodic fixed payments and a fixed interest rate The rate and nper must be calculated using payment periods expressed in the same units For example if rate is calculated using months nper must also be calculated using months For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pmt payment to be made each period Payments usually contain principal and interest that doesn t change over the life of the annuity pv optional present value or lump sum of a series of future payments For example when you borrow money to buy a car the loan amount is the present value to the lender
9. Send an invoice Note to capitalize the first letter of each word see the Fcase function in the String functions of the standard version Copying the content of a field to another field This is really simple If FieldA is the field to copy to FieldB set FieldB as target and use the following calculation Fielda Formatting a number If FieldA is a number with many digits after the decimal character use the Round function to reduce it to 2 decimals Round fF ieidA 2 TriggerCalc User s Manual 35 Blanking out a field Simply type a double quote in the calculation window and the target field will be reset to a blank value Due to a bug in ACT this works only with company and group fields if the field is character based Getting the 1st day of the following year If FieldA contains a date and you want to get the 14t of the following year use DateSerial Year Ficidaj 1 01 01 Getting the 1st day of the following month If FieldA contains a date and you want to get the 1 of the following month use DateAdd d 1 DateSerial Year F ielaa Month Fielaa DaysInMonth Year F ie1aa Month Fielaa The idea here is that you add 1 day to the last day of the month This way you don t have to use an if statement to find out if the date is in December in which case you would have to increment the year as well Rev December 24 2005 v 5 0 7
10. assumed DateAdd interval number date returns a date to which a specified time interval has been added Ex if FieldB 12 12 2003 then DateAdd d 3 FieldB 12 15 2003 You can use the DateAdd function to add or subtract a specified time interval from a date For example you can use DateAdd to calculate a date 30 days from today ora time 45 minutes from now To add days to date you can use Day of Year y Day d or Weekday w The DateAdd function won t return an invalid date The following example adds one month to J anuary 31 DateAdd m 1 31 Jan 95 TriggerCalc User s Manual 27 O In this case DateAdd returns 28 Feb 95 not 31 Feb 95 If date is 31 J an 96 it returns 29 Feb 96 because 1996 is a leap year Interval Setting Descr Year Quarter Month Day of year Day Weekday Week Hour Minute als 8 lt late Blas Second DatePart interval date firstdayofweek firstweekofyear returns the specified part of a given date Ex if FieldB 12 12 2003 then DatePart y FieldB 346 346 day of the year You can use the DatePart function to evaluate a date and return a specific interval of time For example you might use DatePart to calculate the day of the week or the current hour The firstday ofweek argument affects calculations that use the w and ww interval symbols Interval Firstdayofweek fi
11. in the field the result will be written to the field without append character e Overwrite if calculation result is not empty the result will only be written if it is not empty So if the field contains data and the result is empty TriggerCalc will not blank out the field e Always overwrite the result will always be written TriggerCalc User s Manual In the next field you may type your calculation Unless you are copying and pasting a calculation your best option is to click the Open editor button to access TriggerCalc powerful calculation editor Calculation Wizard Calculation Enter the calculation you want to perform Enter your calculation Multiple databases C Make this calculation available to all databases In the editor you may use the dropdown lists to insert fields functions and operators Color coding is automatic and helps you define your calculation el Operators lv z Syntax Editor File Edit Insert amp 7 Fields User 2 If TBL_CONTACT TBL_CONTACT USER2 1 Ship Pickup a x Functions If For users of previous versions of TriggerCalc remember that the target field is set in another screen so you should type only the calculation you want to perform The more complicated your calculation the more you should be using tabs and comments the button to make it more readable see an example in Using a functio
12. omitted it returns all characters right of the pos Ex Ex if FieldA 414 555 1212 then mid FieldA 5 3 555 o Replace value char s _to_replace replacement replaces the character s to replace by the replacement Ex if FieldA 24 North Avenue then Replace FieldA e i 24 North Avinui Ex if FieldA 24 North Avenue then Replace FieldA nue 24 North Ave o ReplaceWord value word_to_replace replacement_word replaces the word to replace by the replacement word Ex if FieldA 24 North Avenue then Replace FieldA Avenue Ave 24 North Ave Mathematical functions o Abs returns the absolute value of a number Ex if FieldA 5 32 then Abs FieldA returns 5 32 o Sgn returns 1if the number is gt 0 0 if the number 0 1if the number is lt 0 Ex if FieldA 5 32 then Sgn FieldA returns 1 o Sgqrtreturns the square root of a number Ex if FieldA 25 then Sqrt FieldA returns 5 o Intreturns the integer portion of a number Ex if FieldA 25 52 then Int FieldA returns 25 o Thecos sin tan exp atan and log functions are supported o Round value _of_decimals returns a number rounded to a specified number of decimal places Ex if FieldA 123 4875 then Round FieldA 3 123 488 TriggerCalc User s Manual 23 If function The syntax of the if function is the following o If ogical_test value_if_true value_if_ false Ex if field FieldB 1 then If FieldB 1 Yes
13. use the DateDiff function to determine how many specified time intervals exist between two dates For example you might use DateDiff to calculate the number of days between two dates or the number of weeks between today and the end of the year To calculate the number of days between date1 and date2 you can use either Day of year y or Day d When interval is Weekday w DateDiff returns the number of weeks between the two dates If date1 falls on a Monday DateDiff counts the TriggerCalc User s Manual 26 number of Mondays until date2 It counts date2 but not date If interval is Week ww however the DateDiff function returns the number of calendar weeks between the two dates It counts the number of Sundays between date1 and date2 DateDiff counts date2 if it falls on a Sunday but it doesn t count date1 even if it does fall on a Sunday If date1 refers to a later point in time than date2 the DateDiff function returns a negative number Interval Firstdayofweek firstweekofyear Setting Descr Value Descr Value Descr yyyy Year 1 Sunday 1 Start with week in which q Quarter 2 Monday Jan1 occurs m Month 3 Tuesday y Day of year 4 Wednesday 2 Start with the 1st week that d Day 5 Thursday has at least 4 days in the new w Weekday 6 Friday year ww Week 7 Saturday 3 Start with first full week of h Hour the year n Minute S Second Firstdayofweek and firstweekofyear are optional If omitted a value of 1is
14. want to add icons to and restart ACT Integrate with ACT Toolbar button added to the following views Contact C Company C Group Cancel You will need to re start ACT for the changes to take effect When ACT re starts whatever icons you asked to be created should be there to launch TriggerCalc TriggerCalc User s Manual NOTE You may remove the icons from all toolbars by unchecking all checkboxes to avoid your users clicking the icon out of curiosity and messing up with the program s settings The TriggerCalc item in the Tools menu will remain TriggerCalc User s Manual 6 USER S MANUAL As explained before TriggerCalc runs calculations triggers Calculation triggers may contain more than one calculation To make the creation of calculation triggers and calculations easy TriggerCalc features a Calculation trigger wizard and a Calculation wizard which you launch from the File menu New Calculation Trigger and New Calculation menu items The first logical step is therefore to create calculations even though you could create a calculation trigger and then launch the calculation wizard from the last screen of the calculation trigger wizard Creating a calculation To create a calculation run TriggerCalc from the contact company or group view depending on which type of calculation you want to create Then go to the File menu and choose New contact calculation which would read New compa
15. A gt FieldB returns No TriggerCalc User s Manual 20 o NOT is used to perform a logical negation Ex if field FieldA 5 and FieldB 10 NOT FieldA gt FieldB returns Yes o AND OR XOR logical exclusion EQV logical equivalence IMP logical implication may also be used Ex if field FieldA and 5 FieldB 1 10 FieldA 5 OR FieldB 8 returns Yes Note If you would rather get the numeric equivalent of True and False returned instead of Yes and No adda tilde sign in front of your calculation 1 will be returned instead of Yes and 0 instead of No FieldA 5and51 10 and FieldC FieldA gt FieldB then FieldC No FieldC FieldA gt FieldB then FieldC 0 TriggerCalc User s Manual 21 Functions TriggerCalc Pro only TriggerCalc can accept a number of different functions The function names are not case sensitive String functions Even though not always necessary it is recommended to always surround strings with quotes o Gis really an operator It concatenates strings Ex if FieldA Mr and FieldB Huffman then FieldA amp FieldB returns Mr Huffman To insert a space use the underscore character as ACT won t allow a space in the arguments FieldA amp _ amp FieldB returns Mr Huffman o Ucase will convert to uppercase Ex if FieldA Chicago then UCase FieldA returns CHICAGO o LCase will convert to lowercase Ex if FieldA Chicago then LCase FieldA
16. TriggerCalc TriggerCalc Pro v 5 0 for ACT 2006 Another efficient and affordable ACT Add On by e ponenciel http www exponenciel com TriggerCalc User s Manual 2 Table of contents INTRODUCTION area saeara s isare errea new ae ha i oe ae EE nasa 3 PULPOSE of the ACCOR oases sores visser cess a AA R RNR 3 HOW LU SWAT nineio ai a RE EER E A A E te ees ates 3 Changes from previous versions ACT 2000 5 0 6 0 cssssscecssecsssessteesssesssecsseceseeeseeeeseeees 3 Changes from v 4 0 to v 4 3 5 0 siscseiesadcnssantdtaessaaws teas Cateys au vessaxsdeses fetancd dandy onveeensdetubasen saa case eoeees 4 Installation POCO ALC ass cavieteicitvars coc eveeciaienigv ei oeesa vies ed DOOR seo eda tA OA eee 4 Adding ICONS to other views euisaceshcscca cecasesies ncn peut vacens nasa tice sasl cate sno c4ck Gee tiasbs sce HA etaa eae eRe 4 USER S MANUAL ariei cass a siees sea anda aseessa aeaee so eaaa i asasen e aasa 6 Creating a calcula ON gs ns aa eraa a a a a Ae Ke areae AEE A SE Aea 6 Creating a calculation trigger seeeseeseeeseoseeseeesessoessessoessesooessesooeseesoreseesersseeseesseesessoessessoessesooe 10 Running a calculation trigger in Manual MOE ceeseeesecesecessceseseeseecseceescessaeeeseecescessaeessees 13 Running in manual mode from the icon in your ACT toolbar c cecceesseesseeeseecssceesseeees B Running in manual mode from a button in your laVOUC eee eeseceseceeeceeseessseese
17. ach period Payments usually contain principal and interest that doesn t change over the life of the annuity fv optional future value or cash balance you want after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed Rate nper pmt pv fv type guess returns the interest rate per period for an annuity For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers Rate is calculated by iteration Starting with the value of guess Rate cycles through the calculation until the result is accurate to within 0 00001 percent If Rate can t find a result after 20 tries it fails If your guess is 10 percent and Rate fails try a different value for guess nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pmt payment to be made each period Payments usually contain principal and interest that doesn t change over the li
18. after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the TriggerCalc User s Manual 31 payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed o NPer rate pmt pv fv type returns the number of periods for an annuity based on periodic fixed payments and a fixed interest rate For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 pmt payment to be made each period Payments usually contain principal and interest that doesn t change over the life of the annuity pv present value or value today of a series of future payments or receipts For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will make fv optional future value or cash balance you want after you ve made the final payment For example the future val
19. ccording to your locale s format TriggerCalc User s Manual 29 g Displays the short date and short time according to your locale s format M Displays the month and the day of a date R Formats the date and time as Greenwich Mean Time GMT Y Formats the date as the year and month c Displays the date as ddddd the time as ttttt if one or both are specified d Displays the day 1 to 31 dd Displays the day using 2 digits 01 to 31 ddd Displays the day using 3 characters Sun to Sat dddd Displays the full day Sunday to Saturday ddddd_ Displays the date in Short date format your Windows settings dddddd _ Displays the date in long time format your Windows settings MM _ Displays the month using 2 digits 01 to 12 MMM Displays the month using 3 characters J an to Dec MMMM Displays the full month J anuary to December T Displays the time in AM PM format y Displays the day 1 to 366 yy Displays the year using 2 digits yyyy Displays the full year 1000 to 9999 h Displays the hours 0 to 12 12 hour format hh Displays the hours 00 to 12 12 hour format H Displays the hours 0 to 24 HH Displays the hours 00 to 24 m Displays the minutes 0 to 59 mm Displays the minutes 00 to 59 S Displays the seconds 0 to 59 SS Displays the seconds 00 to 59 tt Displays AM or PM Ex Format 01 15 2004 dddd Thursday Format
20. d indentation to make your code more readable as in Syntax Editor File Edit Insert amp B r Fields County E x Functions TBL_CONTACT BUSINESS_COUNTRYNAME United States Domestic if TBL_CONTACT BUSINESS_COUNTRYNAME Canada North America Canada If TBL_CONTACT BUSINESS COUNTRYNAME Mexico North America Mexico International Else See how it helps keeping track of opening closing parentheses Yes No Fields Yes No fields return a value of True False If you want to write to a Yes No field you could use True False or a numeric value 0 is false anything else is true Example of reading a Yes No Field If YesNoField value_when_checked value_when_not_checked Example of writing If FieldA True False If FieldA 1 0 If FieldA NumericField1 NumericField2 Running triggers for the current lookup or all records Due to bugs in ACT 2006 this option is only available for contacts and not for companies nor groups TriggerCalc User s Manual 18 Registering TriggerCalc You may buy licenses from Exponenciel Registration is based on ACT user names so you will have to supply your ACT username when registering Once you get your registration code simply go to the Help About menu To upgrade from TriggerCalc to TriggerCalc Pro proceed the same way and overwrite the existing registration code with the new one Support
21. eeseeesseeeses B How to run a calculation trigger in automatic mode using Field Assignments ecee 14 Sharing assignments between Gatabases ccscessccssscssscesssesssesssecssecesseesssessseceseeeesseseeeeesees 15 Sharing your data over a NECWOLK cccsccssscesscesssessseeessecsscessseesseecssecsssessaessseceseceseeesaeesseeseaeees 15 Synchronizing your calculations calculation triggers and aSSiIGNMENtS csccesseeseceeeees 16 ETOSAN L EEE E A O saad tite TR TE ERE O O TEE E 16 Using a function inside another function TriggerCalc Pro OMIY cesccesseeesecesecesseeseneeesees 16 VES ING ISLS oes enn e E T A E meine Renee rea 17 Running triggers for the current lookup or all TeCOIS cccesecesseesseesseecseecesceeseeesseeceeeesseees 17 Registeing TPAC aL C ies cessesasievedanntpass cathe E toes lala T eemmaaeeelaiualy 18 UN AAAA AEE A E E A thas milena 18 REFERENCE GUIDE zise ntn ne E E E r a 19 Operators BOth Versions e reesi nseries aRar E AE EAGAI A EATEN AVARES E 19 ItO 021ga 1E0 he REE E E A E EE 19 Operator preden ce menninar a i A EN N cea a a eset R 19 Functions TriggerCalc Pro Only ic dst eacacvasscovastivsaevas coedsaoou sae neansatrs viactasannyaneowrscasvesiseos Agents 21 SLAG TTT IOS REPENTE Bat carve cov E E T E kaso 21 Mathematical FUNCHONS scere eneen aiota a e E T E execs 22 I fUNCHON oeoa kign e n E e a a aaeeeo araa e Tie 23 Statistical fUNC ONS x7 eeina a eA EE E
22. entering an endless loop The Assignment Report button allows to create a text file listing all field assignments Sharing assignments between databases By default each database has its own field assignments If your calculation triggers are made available to all your databases you might want to use the same assignments settings for all your databases To do this simply check the Use the same assignments for all databases checkbox Multiple databases _ All databases share the same assignment settings You need to check this box before you assign the calculation triggers If this box is checked the assignments are saved in a common settings file If it is unchecked they are saved in a database specific settings file Sharing your data over a network If you are in a network environment and are sharing a database among multiple users you may want to share your calculation settings and field assignments between workstations so that you don t have to recreate them on each PC The best way to do this is to do your calculations assignments setup on the server then to go to the Options gt Preferences menu and note the path to the Data folder Make sure this folder is shared among all your users Then on each workstation simply go to the Options gt Preferences menu and select the folder on the server for Data folder From now on all workstations will read the calculations and assignments settings from your central locat
23. fe of the annuity pv present value or value today of a series of future payments or receipts For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will make fv optional future value or cash balance you want after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed TriggerCalc User s Manual 33 guess value you estimate will be returned by Rate If omitted guess is 0 1 10 percent TriggerCalc User s Manual 34 EXAMPLES OF CALCULATIONS Calculating the age of a contact If FieldA is the date of birth field Age FieldA Converting a date into a string If FieldA is the date to convert Weekdayname Weekday FieldA amp amp Monthname Month FieldA amp amp Day Fiel dA amp amp Year FieldA Ex 01 11 2004 is converted into Sunday J anuary 11 2004 Capitalizing the first character of a field If FieldA is a string UCase Left FieldA 1 amp Lcase Mid FieldA 2 Ex Send an Invoice is converted to
24. ion When you make changes to the settings they are automatically available to all workstations TriggerCalc User s Manual 16 Synchronizing your calculations calculation triggers and assignments In asynchronization environment all your satellite databases are different but they share the same field structure It is therefore possible to share your calculation triggers among them Furthermore when you make changes to the calculations on the server you may want to distribute your changes to the satellite databases The best way to do this is to make your calculations and calculation triggers available to all databases see Creating a calculation and Creating a calculation trigger If you automate the calculations before you assign your calculation triggers make sure uyou check the box to use the same assignments for all databases see Sharing assignments between databases above Your calculation triggers and field assignments are now available to all databases Simply move the Data folder to a folder that gets sent with ACT synchronization and point each satellite installation of TriggerCalc to this folder on their local hard drive using the Options gt Preferences menu Now whenever you make changes to the central TriggerCalc install your changes will be propagated to the satellite databases through ACT synchronization Errors In case the calculation is invalid like 1 divided by 0 or 50 A TriggerCalc will return
25. ke fv optional future value or cash balance you want after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed TriggerCalc User s Manual 32 O PV rate nper pmt fv type returns the present value of an annuity based on periodic fixed payments to be paid in the future and a fixed interest rate The rate and nper arguments must be calculated using payment periods expressed in the same units For example if rate is calculated using months nper must also be calculated using months For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pmt payment to be made e
26. n Count FieldB FieldC 53 2 o CountC valuel value2 counts the number of values that are not blank Ex if FieldB 1 FieldC is empty blank and 53 2 then CountC FieldB FieldC 53 2 o CountBlank valuel value2 counts the number of values that are blank Ex if FieldB 1 FieldC is empty blank and 53 2 then CountBlank FieldB FieldC 53 1 o CountIf logical_ test value1 value2 counts the number of values that meet the given condition Ex if FieldB Yes FieldC Yes 53 No then CountIf Yes FieldB FieldC 53 2 TriggerCalc User s Manual 24 o Avg value1 value2 calculates the arithmetic mean of the values numeric values only Blank and characters are ignored Ex if FieldB 10 FieldC is empty blank and 53 20 then Avg FieldB FieldC 53 15 o Large k value1 value2 returns the k th largest value numeric values only Blank and characters are ignored Ex if FieldB 10 FieldC 12 and 53 20 then Large 2 FieldB FieldC 53 12 o Small k value1 value2 returns the k th smallest value numeric values only Blank and characters are ignored Ex if FieldB 10 FieldC 12 and 53 20 then Small 3 FieldB FieldC 53 10 TriggerCalc User s Manual 25 Date Time functions o Now will return the current date and time Ex Now returns 9 14 2004 9 10 50 PM o TimeQ will return the current time Ex Time returns 9 10 50 PM o Day
27. n inside a function below TriggerCalc User s Manual 9 Once you are done close the window and say yes to the Do you want to keep your changes prompt You will be taken back to the last screen of the calculation wizard At the bottom of that screen check the Make this calculation available to all databases if you have more than one database and want to use this calculation in other databases Use this option with caution as only the basic fields are the same between one database and the other Multiple databases _ Make this calculation available to all databases If you are satisfied with your calculation click the Save button You may define as many calculations as you want TriggerCalc User s Manual 10 Creating a calculation trigger As explained before in TriggerCalc you do not run calculations directly you run calculation triggers A trigger contains one or more calculations There are no limit to the number of calculations Therefore once you created your calculations you need to create calculation triggers to perform calculations The principle of creating a calculation trigger is similar to the one of creating a calculation To launch the Calculation trigger wizard go to the File menu and choose New contact calculation trigger or company or group depending on the active view In the first screen you need to name your trigger a Trigger Wizard Create a new trigger Choose a name fo
28. nual mode from a button in your layout To have TriggerCalc add a button to your layout in design layout mode add a label you need to select the text tool under Drawing to your layout Toolbox Custom Drawing hk Pointer A Text N E Image E Rectangle Ellipse Then type the following text for the label tc ButtonCaption CalculationTriggerName e tc stands for TriggerCalc e ButtonCaption is the text that will appear on the button e CalculationTriggerName is the name of your trigger TriggerCalc User s Manual 14 Here is an example Copy Date Size and location of the button The button will be placed at the same location as the label It will have the same width as your label so you may resize it as needed The height is automatic and therefore not tied to the height of the label When the button is clicked the specified calculation trigger will be run How to run a calculation trigger in automatic mode using Field Assignments To run a calculation trigger in automatic mode you need to assign the trigger to one or more fields Assigning a calculation trigger to a field means that whenever you change the value of the field or whenever you exit the field the calculation trigger will be run To assign a calculation trigger to a field go to File gt Assign Calculation Trigger to Fields Calculation Assignment Select a field User 1 x Assign a calculation trigge
29. ny calculation or New group calculation depending on the view Then follow the wizard In the first screen you need to choose a name for your calculation Calculation Wizard Create a new calculation Choose 4 name for the calculation The type of records automatically matches the current view Calculation name Target records oj f c Cancel Note that the Target records type box is dimmed out It is just indicative of the type of calculation you are creating The value is automatically set based on the view you were in when you launched TriggerCalc TriggerCalc User s Manual 7 In the second screen you need to choose a Target field that is the field in which the result of the calculation will be written and overwriting conditions 2 Calculation Wizard Target field and overwriting conditions Select a target field as well as overwriting conditions Choose a target field User 1 x Choose an overwriting condition C Never overwrite C Append existing value with C Overwrite if calculation result is not empty Always overwrite lt Previous Next gt Cancel There are 4 overwriting condition options e Never overwrite the result of the calculation will only be written if the target field is empty e Append existing value with the result is appended to the end of the data currently in the target field preceded with the append character If no data is
30. of the monthly car payments you will make If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed IPmt rate per nper pv fv type returns the interest payment for a given period of an annuity based on periodic fixed payments and a fixed interest rate The rate and nper arguments must be calculated using payment periods expressed in the same units For example if rate is calculated using months nper must also be calculated using months For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 per payment period in the range 1 through nper nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pv present value or value today of a series of future payments or receipts For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will make fv optional future value or cash balance you want
31. r the trigger The type of records automatically matches the current view Trigger name Target records Cc fe f Next gt Cancel R TriggerCalc User s Manual 11 In the second screen you define the records to be modified Calculation Trigger Wizard Records to be modified Choose which records you want to modify This setting is used in automatic mode only Choose the records the calculation trigger should modify Curent record Curent lookup O All records Prompt me Multiple databases C Make this calculation trigger available to all databases Note that this setting is only used in automatic mode In manual mode you will be able to select the proper option manually see Running a trigger in manual mode below In the third and last screen you select the calculations that you want the trigger to run If you select more than one calculation the order in which they are run might be important so make sure they are listed in the right order They will be run from top to bottom If you have multiple databases and want to make this calculation trigger available for all of them check the box Make this calculation trigger available to all databases NOTE If you do check this box in the next screen you will be only able to add calculations that are available to all databases TriggerCalc User s Manual 22 Trigger Wizard Calculations list Add calculation
32. r to a field to have the calculation trigger be run by ACT whenever you change the value of the field or every time vou exit the field Multiple databases AI databases share the same assignment settings Select the field of your choice and click Assign Then in the next window pick the calculation trigger to assign to the field EH User 1 Pick a calculation trigger to be assigned to the field None v Run on Change C Runon Exit TriggerCalc User s Manual 15 You have the option to have the trigger be run when the field value changes Run on Change or when you physically exit the field whether or not the field value was changes Run on Exit If you wish to remove a field assignment simply select None in the list of calculation triggers Generally speaking you would want to assign the calculation trigger to each of the fields involved in the calculations of the trigger Here is an example to illustrate which fields need to be assigned a calculation trigger Let s say you created a calculation trigger that adds User1 to User2 and writes the result in User3 You would want to assign your calculation trigger to User1 and to User2 so that every time User1 and User2 are changed User3 is automatically re calculated Note in this scenario do not associate the trigger to User3 If you do when the trigger will write the result to User3 it will be automatically re triggered
33. rstweekofyear Setting Descr Value Descr Value Descr yyyy Year 1 Sunday 1 Start with week in which q Quarter 2 Monday Jan1 occurs m Month 3 Tuesday y Day of year 4 Wednesday 2 Start with the 1st week that d Day 5 Thursday has at least 4 days in the new w Weekday 6 Friday year ww Week 7 Saturday 3 Start with first full week of h Hour the year n Minute S Second assumed Firstdayofweek and firstweekofyear are optional If omitted a value of 1is TriggerCalc User s Manual 28 Format function The syntax of the format function is the following o Format expression format Ex if field FieldB 2343 3 then Format FieldB 4 0 00 returns 2343 30 The format argument is a string of characters with one or more of the following characters String formatting __ Acharacter should appear at this position If there is no character for this position a space is inserted If there are more than one they are applied from right to left Same as except that no space is inserted if there is no character at this position Reverses the order in which and amp are applied ie becomes from left to right Converts all characters to lowercase VIA Converts all characters to uppercase Ex Format AbcD gt ABCD similar to the UCase function Format 4142345678 414 234 5678 Format 2345678 _ 234 5678 Format 2345678
34. s to your trigger Calculations available Choose the calculations you want the trigger to perform Calculations to run ID Shipping Territory Userl User2 User3 Userl User2 User3 New Calculation Edit Calculation lt Previous Save Cancel Finally click Save to save your calculation trigger NOTE As you can seein this last screen you do have the option to run the Calculation wizard to create New calculations from here So you could start creating triggers even if no calculations are available and create them at this stage al 4 TriggerCalc User s Manual 13 Running a calculation trigger in manual mode You have two options to run a calculation in manual mode Running in manual mode from the icon in your ACT toolbar Click the TriggerCalc icon in the ACT toolbar Make sure you are in the correct view if you want to run a contact calculation trigger you need to be in a contact view If you want to run a company calculation trigger then you need to be in a company view For a group calculation trigger you need to be in a group view a x a TriggerCalc Pro File Options Help Select a contact trigger Code Ae Cancel Choose the records the trigger should modify Current record Current lookup C Allrecords Simply select the trigger you want to run the records it should modify and click Run Running in ma
35. ue of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed o Pmt rate nper pv fv type returns the payment for an annuity based on periodic fixed payments and a fixed interest rate The rate and nper arguments must be calculated using payment periods expressed in the same units For example if rate is calculated using months nper must also be calculated using months For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pv present value or value today of a series of future payments or receipts For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will ma
36. will extract the day from a date Ex if FieldA 2004 08 31 then Day FieldA returns 31 o Weekday will return the day of the week Sunday 1 Monday 2 etc Ex if FieldA 2004 08 31 then Weekday FieldA returns 3 o Weekdayname will return the name of the day Ex if FieldA 2004 08 31 then Weekdayname FieldA returns Tuesday o Month will extract the month from a date Ex if FieldA 2004 08 31 then Month FieldA returns 8 o Monthname will return the name of the month Ex if FieldA 2004 08 31 then Monthname FieldA returns August o Year will extract the year from a date Ex if FieldA 2004 08 31 then Year FieldA returns 2004 o Hour Minute and Second will extract the hours minutes and seconds of a date time Ex if FieldA 9 10 50 PM then Hour FieldA returns 21 for 9PM o Age will return the age of a date in years Ex if FieldA 12 31 2003 then Age FieldA returns 41 in 2004 o DaysInMonth will return the number of days in a specific month Ex DaysInMonth 2005 02 returns 28 o DateSerial will return a date It is useful when making calculations see examples Ex DateSerial 2005 01 31 returns 01 31 2005 using your localized date settings o DateDiff interval date1 date2 firstdayofweek firstweekofyear returns the number of time intervals between two specified dates Ex if FieldB 12 12 2003 and FieldC 12 15 2003 then datediff d FieldB FieldC 3 You can
37. ypical example of use would be that you want the value of FieldB to change when the value of FieldA changes Using ACT trigger feature you could set TriggerCalc to automatically launch when the user exits FieldA so that FieldB is automatically updated in the event any change was made to FieldA The difference between TriggerCalc and TriggerCalc Pro is that the Standard version only support operators whereas the Pro version supports also a number of functions How it works TriggerCalc allows to run calculation triggers A calculation trigger may contain as many calculations as you want Calculation triggers may be run manually or automatically when you exit a field or when you change the value of a field TriggerCalc works with Contact fields as well as Company and Group fields The method for creating calculations is the same TriggerCalc will automatically detect the active view Changes from previous versions ACT 2000 5 0 6 0 ACT 2005 7 0 has undergone many changes which forced TriggerCalc to be completely redesigned For instance since ACT 2005 does not support command line arguments in triggers we can not create calculations directly in the trigger field as we used to ACT does not use internal IDs anymore so none of the triggers or trigger files created with previous versions may be used TriggerCalc User s Manual Changes from v 4 0 to v 4 3 5 0 If you owned a version for ACT 2005 prior to v 4 3 1
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