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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I’m keeping track of expenses and deposits in a related table and show the results in a portal. However, the calculated balance does not appear in the portal unless I click between portal fields or click outside of the portal.

I calculate a running balance from a difference formula on each record:

Deposit

Expense

Difference = Deposit-Expense

Balance = Summary of Difference (Running).

The portal includes the Deposit, Expense and Balance fields, not the Difference field.

How can I get the balance to appear in the portal w/o clicking outside a field? A copy of the file is attached.

Posted

there is no copy ,but in order for your balance to appear, the record has to be committed.

This is what happens when clicking outside a field.

You can script the freeze window or a refresh or perform an implicit commit using script triggers if you like.

-i

Posted

How can I get the balance to appear in the portal w/o clicking outside a field?

Why don't you want to click outside the fields?

This topic is 4714 days old. Please don't post here. Open a new topic instead.

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