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Claris Engage 2025 - March 25-26 Austin Texas ×

Copy Summary Field??


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Posted

Can we copy the value of a summary field that we have in our portal to a different field? If yes, can anyone tell me on how to do it?

I've tried to copy the value to another field using a calculation function, lookup and or get field function but unfortunately, none of them works.

Also, is it possible to edit/override the value inside a summary field?

Thanks all, I appreciate any kind of your help!

Rgds,

Ren

Posted

What type of summary field are you using?

I created a simple 'total off' summary calculation, created a second T.O. with a portal relationship to show that value from the first T.O.

Using a basic 'Set Field' step I was able to move the value anywhere I wanted it to go.

Set Field [Target_Field ; Relationship_Name::Summary_Field ]

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