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Claris Engage 2025 - March 25-26 Austin Texas ×

Summary of related records


amemme

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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.

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