Summary for Portal Filtered
So I have a database where is has companies, and on the one layout has a portal that lists a summary of their invoices.
I want a summary field for the total amount owed on the invoices, so I created a calculation field that summarizes this. However, instead of using relationship filtering, I am using portal filtering. The filtering works that it shows all unpaid invoices, but then I have a checkbox, that when clicked it shows both the unpaid and paid invoices (so basically all related invoices).
However, since I am using portal filtering the summary calculation is summarizing all related records.
Could I possibly create another TO and having a calculation that summarizes on tha relation? or can I just create a new field with a calculation summary without a new TO? Or perhaps something else, like a restructuring?