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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I'm thoroughly stumped - here's what I need to have happen: On an extended column layout, I have a list of donors along with their donations. Each donor is automatically assigned a unique i.d. when their data is entered, so that all donations made by this person are connected by that i.d. What has stumped me is I need to show a "total donations" for each donor on the layout where all donors are visible. A summary function doesn't work, because that pulls up the total of all donations by all donors. A find function won't work either because that takes me off the layout. What I need to do is isolate donations by the i.d. field, but I can't think of a calculation script or a lookup that will achieve this. The key is to keep it on the layout so it'e easily seen by the user.

Posted

You can do it with a summary field on a subsummary part, but this will only display in Preview mode.

The alternative is to use a calculation based on the relationship:

Sum(donor::donation)

This topic is 7806 days old. Please don't post here. Open a new topic instead.

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