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Summary of related records

Featured Replies

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

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.

  • Author

Thank you I will try this.

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