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Sum the values of a child table based on criteria

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3 comments

  • Matt Bowman
    Chris - HCC commented  ·  April 27, 2020 3:35 PM  ·  

    Kimberly, wouldnt that just sum the "1"'s value, not the value in the record that meets that submission? - a count essentially?

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  • Matt Bowman
    Mariya commented  ·  April 27, 2020 4:26 PM  ·  

    Hi Chris,

    If by 'sum up items' you were referring to summing up field values, not getting the total number of unapproved invoices, for example, the general logic below would still work, however, in the formula on the child table, instead of '1' you would need to output the amount itself. In other words, the general outline of the formula on the child table using the Invoice Status as the condition would look as follows:

    if({invoice Status}="Unapproved", {Invoice Amount},0)

    This field would only show the Invoice amount if the Invoice is Unapproved. Note that the specific field names and values would be different for your table. You should then be able to sum this field on the parent table, showing you the total of unapproved invoices only, for each parent record.

    Hopefully, this helps! If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

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  • Matt Bowman
    Kimberly commented  ·  April 21, 2020 7:43 PM  ·  

    Hello,

    Thank you for reaching out! You can certainly accomplish this with the addition of adding some logic to the child table. You would need to add a calculated field on the child table that evaluates any conditions you want the record to meet, and output a 1 if the condition is met, or 0 if it is not met. Then, on the parent table, you would be able to sum this child field. Hopefully that make sense to you, but please reach out to our support team if you need more specific assistance with a formula.

    Thank you,

    Kim

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