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Claris Engage 2025 - March 25-26 Austin Texas ×

Summarizing Select Records in Portal


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Posted

Hi -

I am trying to keep a running total at the bottom of a record that contains portal data... I want to exclude any portal row that is not a valid job number. Every calculation I try seems to ignore this fact and gives me the total of every portal record, whether it's valid or not.

:?

Thanks.

Posted

One option is to create a calculation text field of serial & "_1" in your parent file and a calculation text field of p_serial & "_" & vJob, where vJob is a calculation that determines whether the job number is valid and results in zero or 1. Then create a relationship between these two calculation fields so that only valid job number records are related, and create a calculation number field in the parent file of Sum(serial_1_relationship::Amount) to sum only valid related Amounts.

Another option is create a calculation in the child file of Case( vJob, Amount ), which will contain the amount only when the vJob calculation is true (1). Then create a calculation in the parent file of Sum(child::ValidAmountCalc).

This topic is 7409 days old. Please don't post here. Open a new topic instead.

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