TrackVia works out a calculated field from its formula each time the record is shown, so it is never stored. A triggered field is worked out when the record is saved and keeps that value; {{OLD}} in its formula is a field's value before the save. Read from each formula, not by running it.

{Auto Counter}

if(isblank({Employees}.{Director}.{Email}),if(isblank({Employees}.{Data Coordinator}.{Email}),"",{Employees}.{Data Coordinator}.{Email}), if(isblank({Employees}.{Data Coordinator}.{Email}),"",{Employees}.{Data Coordinator}.{Email} & ", ")) &
if(isblank({Employees}.{Director}.{Email}),"",{Employees}.{Director}.{Email})

TrackVia runs every one of these on every edit, whether or not a given field changed. Each is described once here; the fields below link back to it. Read from the code, not by running it.

For each field an edit script looks at: each condition in the code that looks at the field, and what the script does when it is true, including the script's own functions it calls. A script with no condition on the field only uses its value. Conditions inside other conditions are listed with them ("then").

• Sets on this record: Scripting Update, Status
• What it does, by condition:
  • Every time it runs:
    • sets Scripting Update to "Populate ID"
  • If Status is empty:
    • sets Status to "Active"
• Code: After Insert

• Author's description: Agency
• Sets on this record: Scripting Update
• What it does, by condition:
  • If Scripting Update is "Populate ID":
    • clears Scripting Update
• Code: Before Update

Filter: none, so it shows every record.

Filter: Active Agencies (filter 80)

Shows records where Status is "Active".

Columns (9): Record ID, Agency Name, Status, Last User, Created By User, Updated, Created, Scripting Update, Agency ID

Filter: none, so it shows every record.

Columns (9): Record ID, Agency Name, Status, Last User, Created By User, Updated, Created, Scripting Update, Agency ID

Filter: My Active Agencies - Behaviorist (filter 224)

Shows records where all of these are true:

• Status is "Active"
• at least one of these is true:
  • Application User on the linked Employees record is the person viewing the list
  • Application User on the linked Employees record is the person viewing the list
  • Application User on the linked Employees record is the person viewing the list

Columns (11): Record ID, Agency Name, Status, Director, Data Coordinator, Last User, Created By User, Updated, Created, Scripting Update, Agency ID

Filter: My Active Agencies - Director (filter 290)

Shows records where all of these are true:

• Status is "Active"
• Application User on the linked Employees record is the person viewing the list

Columns (11): Record ID, Agency Name, Status, Director, Data Coordinator, Last User, Created By User, Updated, Created, Scripting Update, Agency ID

Filter: Updated Agencies (Workato) (filter 251)

Shows records where Agency Updated is "Yes".

Filter: none, so it shows every record.

TrackVia works out a calculated field from its formula each time the record is shown, so it is never stored. A triggered field is worked out when the record is saved and keeps that value; {{OLD}} in its formula is a field's value before the save. Read from each formula, not by running it.

if(or(and({Individuals}.{Individual}.{Medication Consents Required} = "Yes",{Consent Form Type}="Medication"),
	and({Individuals}.{Individual}.{Adversives, Restrictives, LoS Consents Required} = "Yes",{Consent Form Type}="Adversive, Restrictive, LoS")),"Yes", "No")

TrackVia runs every one of these on every edit, whether or not a given field changed. Each is described once here; the fields below link back to it. Read from the code, not by running it.

For each field an edit script looks at: each condition in the code that looks at the field, and what the script does when it is true, including the script's own functions it calls. A script with no condition on the field only uses its value. Conditions inside other conditions are listed with them ("then").

• Author's description: Consent Forms
• Sets on this record: HRC, PRC
• Reads from this record: Individual
• Loads records from: Individuals - Human Rights Committee, Individuals - Peer Review Committee
• What it does, by condition:
  • If Individual has a value:
    • looks up records in Individuals - Peer Review Committee, Individuals - Human Rights Committee
    • sets PRC, HRC to a value calculated from Individual → Individual ID
• Code: After Insert

• Author's description: Consent Forms
• Sets on this record: HRC, PRC
• Reads from this record: Individual
• Loads records from: Individuals - Human Rights Committee, Individuals - Peer Review Committee
• What it does, by condition:
  • If Individual has a value:
    • checks the conditions under this one
    • If PRC is empty:
      • looks up records in Individuals - Peer Review Committee
      • sets PRC to a value calculated from Individual → Individual ID
    • If HRC is empty:
      • looks up records in Individuals - Human Rights Committee
      • sets HRC to a value calculated from Individual → Individual ID
• Code: Before Update

Filter: none, so it shows every record.

Filter: Agency: Consent Forms (filter 245)

Shows records where User Group on the linked Agencies record is one of the viewer's groups.

Columns (9): Record ID, Individual, Date Signed, Consent Form Type, Unsigned Consent - Word, Signed Consent - PDF, Individuals Safety & Support Measure, Created By User, Created

Filter: All Adversive/Restrictive Consents (filter 289)

Shows records where Consent Form Type is "Adversive, Restrictive, LoS".

Columns (11): Record ID, Individual, Date Signed, Consent Form Type, Unsigned Consent - Word, Signed Consent - PDF, Medication, Adversives, Restrictives, LoS, Individuals Safety & Support Measure, Created By User, Created

Filter: none, so it shows every record.

Columns (11): Record ID, Individual, Date Signed, Consent Form Type, Unsigned Consent - Word, Signed Consent - PDF, Medication, Adversives, Restrictives, LoS, Individuals Safety & Support Measure, Created By User, Created

Filter: Consent Forms: ACORD (filter 209)

Shows records where Agency ID on the linked Agencies record is 18.

Columns (9): Record ID, Individual, Date Signed, Consent Form Type, Unsigned Consent - Word, Signed Consent - PDF, Individuals Safety & Support Measure, Created By User, Created

Filter: Consent Forms: CCAOH (filter 185)

Shows records where Agency ID on the linked Agencies record is 11.

Columns (9): Record ID, Individual, Date Signed, Consent Form Type, Unsigned Consent - Word, Signed Consent - PDF, Individuals Safety & Support Measure, Created By User, Created

Filter: Consent Forms: GIL Foundation Incorporated (filter 184)

Shows records where Agency ID on the linked Agencies record is 16.

Columns (9): Record ID, Individual, Date Signed, Consent Form Type, Unsigned Consent - Word, Signed Consent - PDF, Individuals Safety & Support Measure, Created By User, Created

Filter: Consent Forms: IMPACT (filter 198)

Shows records where Agency ID on the linked Agencies record is 15.

Columns (9): Record ID, Individual, Date Signed, Consent Form Type, Unsigned Consent - Word, Signed Consent - PDF, Individuals Safety & Support Measure, Created By User, Created

TrackVia works out a calculated field from its formula each time the record is shown, so it is never stored. A triggered field is worked out when the record is saved and keeps that value; {{OLD}} in its formula is a field's value before the save. Read from each formula, not by running it.

{Auto Counter}

TrackVia runs every one of these on every edit, whether or not a given field changed. Each is described once here; the fields below link back to it. Read from the code, not by running it.

For each field an edit script looks at: each condition in the code that looks at the field, and what the script does when it is true, including the script's own functions it calls. A script with no condition on the field only uses its value. Conditions inside other conditions are listed with them ("then").

• Sets on this record: First Last, Last, First, Scripting Update, Status
• Reads from this record: Agency, Contact Type, First Name, Last Name
• What it does, by condition:
  • Every time it runs:
    • sets First Last, Last, First to a value calculated from First Name, Last Name
    • sets Scripting Update to "Populate ID"
  • If Contact Type is "Agency" and Agency is empty:
    • stops the save with the error "Please select an Agency"
  • If Status is empty:
    • sets Status to "Active"
• Code: After Insert

• Sets on this record: First Last, Last, First, Scripting Update
• Reads from this record: Agency, Contact Type, First Name, Last Name
• Checks for changes in: First Name, Last, First
• What it does, by condition:
  • If Scripting Update is "Populate ID":
    • clears Scripting Update
  • If First Name or Last, First changed:
    • sets First Last, Last, First to a value calculated from First Name, Last Name
  • If Contact Type is "Agency" and Agency is empty:
    • stops the save with the error "Please select an Agency"
• Code: Before Update

Filter: none, so it shows every record.

Columns (20): Record ID, Agency, Auto Counter, Last User, Created By User, Updated, Created, Contact ID, Status, Contact Type, Scripting Update, First Last, Last, First, First Name, Last Name, Email, Work Phone, Work Cell, Title, Roles

Filter: Active Agency Contacts (filter 90)

Shows records where all of these are true:

• Contact Type is "Agency"
• Status is "Active"

Columns (15): Record ID, First Name, Last Name, Title, Email, Work Phone, Work Cell, Roles, Agency, Status, Scripting Update, Last User, Created By User, Updated, Created

Filter: Active Staff (filter 84)

Shows records where Status is "Active".

Columns (15): Record ID, Agency, First Name, Last Name, Email, Work Phone, Work Cell, Title, Roles, Status, Scripting Update, Last User, Created By User, Updated, Created

Filter: Active Nurses (filter 89)

Shows records where all of these are true:

• Status is "Active"
• Contact Type is "Nurse"

Columns (15): Record ID, Agency, First Name, Last Name, Email, Work Phone, Work Cell, Title, Roles, Status, Scripting Update, Last User, Created By User, Updated, Created

Filter: Active State Contacts (filter 88)

Shows records where all of these are true:

• Status is "Active"
• Contact Type is "State"

Columns (15): Record ID, Agency, First Name, Last Name, Email, Work Phone, Work Cell, Title, Roles, Status, Scripting Update, Last User, Created By User, Updated, Created

Filter: All Agency Contacts (filter 85)

Shows records where Contact Type is "Agency".

Columns (15): Record ID, Agency, First Name, Last Name, Email, Work Phone, Work Cell, Title, Roles, Status, Scripting Update, Last User, Created By User, Updated, Created

Filter: none, so it shows every record.

Columns (16): Record ID, Contact Type, Email, Work Phone, Work Cell, Title, Roles, Status, Agency, First Name, Last Name, Scripting Update, Last User, Created By User, Updated, Created

Filter: All Nurses (filter 86)

Shows records where Contact Type is "Nurse".

Columns (15): Record ID, Agency, First Name, Last Name, Email, Work Phone, Work Cell, Title, Roles, Status, Scripting Update, Last User, Created By User, Updated, Created

Filter: All State Contacts (filter 87)

Shows records where Contact Type is "State".

Columns (15): Record ID, Agency, First Name, Last Name, Email, Work Phone, Work Cell, Title, Roles, Status, Scripting Update, Last User, Created By User, Updated, Created

Filter: My Active Agency Contacts - Behaviorist (filter 228)

Shows records where all of these are true:

• Agency is not empty
• Status is "Active"
• Status on the linked Agencies record is "Active"
• at least one of these is true:
  • Application User on the linked Employees record is the person viewing the list
  • Application User on the linked Employees record is the person viewing the list
  • Application User on the linked Employees record is the person viewing the list

Columns (15): Record ID, First Name, Last Name, Title, Email, Work Phone, Work Cell, Roles, Agency, Status, Scripting Update, Last User, Created By User, Updated, Created

Filter: My Active Agency Contacts - Director (filter 292)

Shows records where all of these are true:

• Agency is not empty
• Status is "Active"
• Status on the linked Agencies record is "Active"
• Application User on the linked Employees record is the person viewing the list

Columns (15): Record ID, First Name, Last Name, Title, Email, Work Phone, Work Cell, Roles, Agency, Status, Scripting Update, Last User, Created By User, Updated, Created

TrackVia works out a calculated field from its formula each time the record is shown, so it is never stored. A triggered field is worked out when the record is saved and keeps that value; {{OLD}} in its formula is a field's value before the save. Read from each formula, not by running it.

{Auto Counter}

TrackVia runs every one of these on every edit, whether or not a given field changed. Each is described once here; the fields below link back to it. Read from the code, not by running it.

For each field an edit script looks at: each condition in the code that looks at the field, and what the script does when it is true, including the script's own functions it calls. A script with no condition on the field only uses its value. Conditions inside other conditions are listed with them ("then").

• Sets on this record: First Last, Last, First, Script Update, Status
• Reads from this record: First Name, Last Name
• What it does, by condition:
  • Every time it runs:
    • sets First Last, Last, First to a value calculated from First Name, Last Name
    • sets Script Update to "Populate ID"
  • If Status is empty:
    • sets Status to "Active"
• Code: After Insert

• Sets on this record: First Last, Last, First, Script Update
• Reads from this record: First Name, Last Name
• Checks for changes in: First Name, Last, First
• What it does, by condition:
  • If Script Update is "Populate ID":
    • clears Script Update
  • If First Name or Last, First changed:
    • sets First Last, Last, First to a value calculated from First Name, Last Name
• Code: Before Update

Filter: none, so it shows every record.

Columns (15): Record ID, Auto Counter, Last User, Created By User, Updated, Created, Employee ID, Status, Script Update, First Name, Last Name, Email, First Last, Last, First, Application User

Filter: Active Employees (filter 94)

Shows records where Status is "Active".

Columns (8): Record ID, Status, First Name, Last Name, Email, Application User, Employee ID, Script Update

Filter: Active Employees (filter 94)

Shows records where Status is "Active".

Columns (4): Record ID, First Name, Last Name, Email

TrackVia works out a calculated field from its formula each time the record is shown, so it is never stored. A triggered field is worked out when the record is saved and keeps that value; {{OLD}} in its formula is a field's value before the save. Read from each formula, not by running it.

coalesce(childconcatenatedistinct({Individuals - Safety & Support Measures}.{Individual}.{Adversives, Restrictives, LoS Name},", "), "None")

if(isblank({Employees}.{Behaviorist 1}.{Email}),"",{Employees}.{Behaviorist 1}.{Email} & ",") &
//if(isblank({Employees}.{Behaviorist 2}.{Email}),"",{Employees}.{Behaviorist 2}.{Email} & ",") &
//if(isblank({Employees}.{Behaviorist 3}.{Email}),"",{Employees}.{Behaviorist 3}.{Email} & ",") &
{Agencies}.{Agency}.{Lotus Employee Emails}