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Total of filtered records in a portal

  •
Stickybeak
in Portals

Featured Replies

I need to have a total of the "amount" field for records in a portal.

The portal records are not all the records from the related file - they are filtered.

I need to know what the total of the amounts for those records satisfying the filter is on an ongoing basis.

Edited by Guest

In the parent table, create a calc = sum (portalrelationship::amount).

If you've used FM11's portal filter method, then you'll need this relationship to match the portal filter. However, you could abandon the portal filter and base the portal on this new filtered relationship (which is what we did before FM11). If you change the TO of the portal, remember to also change the TO of the fields in the portal as well.

For display only: place a summary field from the child table inside a one-row portal; filter the portal the same way as the first one.

  • Author

thanks for all the help

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