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Need to exclude some records from Summary Field calculation

Question asked by LeonGatewood on Feb 4, 2016
Latest reply on Feb 4, 2016 by kglsong

I have two related files:  Donors and Donations.  I'm summing up the lifetime donations of each donor.  I have been able to set this part up.

 

My problem is that I need to be able to exclude some of the donations from the total.  The donations I need to exclude are coded in a field known as "Code" containing the following text: "ink".

 

Any suggestions on how to do this?  Perhaps I need to use a Calculation Field?

 

I'm using FM Pro 14.

 

Thanks for any help!

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