Summary of related records

[amemme]

Hi,

Is there an easy way to get a summary that adds a certain field of all the related records? Or even through a portal to show a summary of all the records by shown in the portal?

Thanks,

Anthony

[CobaltSky]

Hi Anthony,

This can be done using an unstored calculation field in your main file, with an aggregate function which references a field in the related file.

The formula for such a field would be along the lines of:

Sum(YourRelationship::YourRelatedField)

The field should be placed on the layout ion your mainfile, outside the portal (though it will provide a summary of all the contents appearing within the portal.

[amemme]

Thank you I will try this.