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Sum Filtered Portal Records

Featured Replies

Hi,

I have a filtered portal which lists Jobs::Job Sub Total.  How can I get the total of all the Jobs::Job Sub Total fields in the filtered portal?  Not sure if its important but the filter is:

Jobs::Job Status = "1" or
Jobs::Job Status = "3" or
Jobs::Job Status = "4" or
Jobs::Job Status = "5"

Thanks,

it depends on what you need it for. If it's for display only, you could use a summary field shown in a one-row portal filtered the same way. Otherwise you may be better off filtering the relationship itself rather than just the portal.

  • Author

Hi

Yes to is just for visibility - in short it is just a work in progress total value that shows on my dashboard form. 

Would I set a field in the table with a sum calculation and if so how would I filter it the same as the portal?

Thanks 

Edited by R81

No, not a calculation - a summary field, defined in the Jobs table. And you don't filter the field - you place it in a filtered portal.

  • Author

Summary in a filtered portal works perfectly.  

Thanks,

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