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Counting specific records in a Portal


shoil
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My portal lists all accounts owned by a specific customer. I want to create a field that will total the number of the ACTIVE accounts (elimiating the CLOSED ones).

The result I'm looking for is a number of ACTIVE accounts that I can use for billing.

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In your related file create a calculation looks at whatever criteria are required for an account to be active and returns a value of 1 if those criteria are met. For simplicity's sake, let's assume your only criterion is a status field that has "Active" or "Inactive", your calculation, cFlag, would look like:

(fieldname="Active")

If the above condition is true, the calculation will return a 1, if not, a 0.

In your main file, create a calculation that looks through the relationship back to the related file and sums all the records whose cFlag equals 1. That calculation looks like:

Sum(relationship::cFlag)

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