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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello everyone,

 

I have three related tables: Main Menu, Activities and Line Items. In my Activities table I have some fields to describe each activity and a portal (from Line Items) to input the different tasks under each activity. Once ALL the tasks for a particular activity are completed (Line Items::Task Status), the field "Activity Status" in my Activities table changes from "Open" to "Finished" (calculation field). I also have a calculation field that assigns 1 to each open activity and 0 to each finished activity, and a summary field that adds all the 1 and 0  to determine the number of open activities at a given point. I have created a calculation field in my Main Menu which has the value of that summary field in Activities but unless I refresh the screen after every change in Activities, it just doesn't work. I have read that unstored calculation fields based on related summary fields are a problem, and that all this should be scripted, but I don't know how to do that. Any suggestions? Thanks in advance,

 

NR

Posted

activityID and the other activity fields are not in LineItems but in the Activities table. LineItems allows me to input info about tasks that make up each activity. Therefore, I cannot SUM activities in LineItems. If a specific activity is finished (meaning all its tasks are completed), my ActivityStatus field changes from Open to Finished. This status field under Activities is the one I need to work with in order to determine the number of activities that are still open.  I guess I will try to upload a sample file to better explain myself. Thanks.

 

NR

Posted

Here it is. You can see that there is a calculation field in Activities named Open_Activity_Count that adds all the activities that are open, and a summary field named Open_Activity_Sum that gives you the total number of open activities. I want to have a field in the Main Menu table showing the total number of open activities next t the Go To Activity button but don't know how to do it. I was able to make it work with a calculation field which equals Open_Activity_Sum but doesn't work right.

 

NR

Activities&Tasks.zip

Posted

In the main menu table you can create a calc as such:

 

ValueCount ( FilterValues ( List ( Activities::Activity_Status ); "Open" ) )

 

 

BTW, I dont understand the relations between MainMenu and Activity. If you are trying to use MainMenu as dashboard, you will need to use the Cartesian ( X ) operator instead of the = sign in your relationship key.

Posted

Wow... it works great! Thank you so much Mr. Vodka. Regarding the use of the Cartesian (X) operator, in reality I have a few global fields in my Main Menu table, and now this ValueCount field. I don't know if that makes a difference. Please let me know. Thanks again for your help. Appreciated.

 

NR

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