Hello

I'm creating a job-tracking log for a construction company.

I have a jobs table and a change orders table.

Change Orders are viewed via portal and can have a status of "Pending", "Approved", or "Void".

In the Jobs table, I would like to summarize the values of each Change Order type.

I can summarize the entire portal, but I do not how to break out summaries of "Pending", "Approved", or "Void".

Any help is appreciated!

Thanks!

Joe

Hi Joe

Look up summary fields for one option

Phil

There's different ways to do this, depending on where you want to see the subtotals: 1. In the portal lines? 2. Only under the portal?

I've read that #1 can be done with a GetSummary ( field; break field ) calculation field in the line items table, with the portal's relationship sorted by the break field. But that would be kind of messy, as it would be repetitive; unless you could only make it appear once; which might be possible, but would be somewhat complex.

#2 is just a matter of creating separate relationships for each of the types, then using Sum ( relationship::field ). Since you've only got 3 that's not too bad. Just create fixed calculation fields (unstored) in the Jobs table:

_cPending_txt = "Pending"

_cApproved_txt = "Approved"

_cVoid_txt = "Void"

Then 3 relationships using the parent key (similar to the portal) AND one of the above.

(P.S. I put the suffix "_txt" on fixed fields like these, so I can recognize them, and not confuse them with number totals, which I'd name _cPending_sum, and so I know not to change the fixed value list of the field they are targeting.)

Thanks for getting back... I'll try it out!

Best,

Joe

Edited May 29, 200718 yr by Guest

Fenton!

Thanks so much! It worked like a charm!

Much Gratitude,

Joe