I would like to sum up the values in the child records and store the sum in the parent record when the parent record is created. But not have the parent sum value change when the child records change. I just want that parent sum to stay the same forever. Kind of like taking a snapshot in time for history purposes.
MichaelW shared this idea · Jan 29, 2020
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1 comment
Hi Michael,
Thank you for your comment! There are a few ways to stamp a value in a TrackVia field, and it would ultimately depend on your workflow. You could use the {{OLD}} function which allows you to display the previous value of a field. More information on this function can be found on the link below.
https://help.trackvia.com/knowledgebase/articles/281151-text-functions
You can then add some logic for the field with the {{OLD}} function to stay static when a certain checkbox is checked. Another option would be to use application scripts, in order to stamp a value only when a set of criteria are met.
The way to get this to work will depend on how records get created and when you want that value to become static. When the parent gets created, do child records automatically get created and this is when you want to capture the static sum? Or if the child records are manually created, what criteria would you use to determine when the sum should become static?
We would need to take a deeper look at your specific use-case in order to suggest a possible solution. Could you please submit your request to support@trackvia.com, along with the app/table/field names?
Thank you,
Cristina
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