4 Replies Latest reply on May 20, 2014 6:42 AM by JerryMcKissack

    Portal Summary Field

    JerryMcKissack

      Title

      Portal Summary Field

      Post

           I need help creating a summary of portal field.  I have two fields PO Number and Total Invoiced.  The Total Invoiced is a Summary Field from another layout.  I would like to see a sum (summary) of the Total Invoiced.

      Portal.JPG

        • 1. Re: Portal Summary Field
          philmodjunk

               I'm concerned about this statement:

               

                    The Total Invoiced is a Summary Field from another layout.

               Are you sure that it's a Summary field, not a calculation field?

               Do you see the correct totals in that field for each portal row?

               Is this an unfiltered portal? or a Filtered portal?

               Depending on whether the portal is filtered or unfiltered, there are ways to show the total you want. But both as both methods will reference the Total Invoiced field, it's important to know exactly how that field is defined. "a summary field from another layout" is just to vague to know for sure what type of field you have set up and how it is currently computing the values shown.

          • 2. Re: Portal Summary Field
            JerryMcKissack

                 Phil - correction - the Total Invoiced is a "Calculation" field - it sums the invoices against a single PO.

                 The Portal is unfiltered.

                  

            • 3. Re: Portal Summary Field
              philmodjunk

                   I'm almost sorry that I asked. You appear to be using different fields for your invoices instead of a set of related records. This is unlikely to be the best possible database design for you database.

                   Sum can also have this syntax:  Sum ( relatedTable::Field )

                   Then it computes the total of Field across the entire set of related records--such as all the records shown in an unfiltered portal. But this ignores any portal filter used so a different approach is needed in cases where a portal filter reduces the actual set of records shown in the portal.

              • 4. Re: Portal Summary Field
                JerryMcKissack

                     Thanks Phil, that worked perfectly.  And you're right, I need to change the way I'm tracking my invoices.  They were sort of an after thought.

                     I've since created a separate Table/Layout just for Invoices and will handle them as individual records with a relationship to the corresponding PO record. Some PO's have one invoice, others can have dozens.