Find line items, qty and totals summary

[cos]

I have a found set of invoice records using a search for line items matching "paper widgets". Each record has multiple line items but only one line with "paper widgets". "Paper widgets" may have varying quantities on each record. I want to get a summary count of "paper widgets" or the sum total $ across the found set. What script steps could do this? Thanks.

[comment]

9 hours ago, cos said:

What script steps could do this?

You posted this in calculations, yet you ask about script steps. To script this, you could start by doing:

Go to Related Record [ From table: “LineItems”; Show only related records; Match found set; New window ] 

Next, constrain the found set in LineItems to "paper widgets" only and get the summary value from a summary field defined in the LineItems table.

Finally, close the current window to return to your original found set in Invoices.

 

This could probably be simpler if the initial search were performed in the Lineitems table to begin with.

 

 

Edited June 1, 2017 by comment

[Lee Smith]

Oops, I moved it there because I missed read the question.

[cos]

No problem Lee. And thanks Comment. I added the summary to Line Items and made the script step. Solved.