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Claris Engage 2025 - March 25-26 Austin Texas ×

Summarizing Portal Data into one line


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Posted

I know this has been addressed but I cannot find the answer to this. If somebody has a link, I would appreciate it. I have been reading every portal post on this forum....

I have a typical job_ID table with a one-to-may relationship to a line_items table with a many-to-one relationship to a items_id table.

I would like to be able to summarize the following:

Job ID: XYZ has a portal with separate line_items in it consisting of items_id:

Qty Location item

1 front window

2 back window

1 side window

3 back door

2 front door

1 bedroom door

1 bathroom door

How do I show just the total of doors or windows in either a layout or portal without separate lines for each. This would not be shown in the same portal they are created in above. Perhaps a separate portal with:

Example:

Job ID: XYZ

4 window

6 door

and be able to use those summary numbers elsewhere.

IE on a purchase order table to:

Order: 3 windows

Order: 6 doors

This topic is 5120 days old. Please don't post here. Open a new topic instead.

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