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Claris Engage 2025 - March 25-26 Austin Texas ×

Display grouped records w/ totals via portal


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Posted

Hello all

I would like to display a list of home inventory items such as the following:

Item: Insurance type: replacement cost:

Computer Home 800.00

iPhone Home 300.00

Truck Auto 12,000.00

ATV Motor Sport 4,000.00

Motorcycle Motor Sport 8,000.00

But only display in the format of the folowing in a portal display:

Insurance type: replacement cost:

Home 1,100.00

Auto 12,000.00

Motor Sport 12,000.00

I am using two separate tables for this. An asset and Insurance table with the relevant fields with both tied to by an Asset ID field. I am familiar with the relationship stuff but not sure how to group the records with a total. Thanks in advance for any help.

( Just in case the view of this post is bad as far as displaying my examples, I’m adding a pdf version. )

pdfversionofpost.pdf

Posted

I am using two separate tables for this. An asset and Insurance table with the relevant fields with both tied to by an Asset ID field.

This seems a bit strange: doesn't one insurance cover multiple assets? I think if you had a table of Policies and Assets, linked by PolicyID, you'd see your report in a list view of Policies.

This topic is 5060 days old. Please don't post here. Open a new topic instead.

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