I want to sum records that have a certain date. The records are in a portal with 5 different fields. Need to have a sum on one of the fields . Can not seem to accomplish that. It seems to sum all the records and not just the ones I want.
Any ideas would be appreciated.
For example the fields I want to sum is the cost associated with records for a certain date. The best I could do is sum all the records regardless of the particular date I need.
Try something like this, quick and dirty. Loops through your portal for a matching date and adds the results together.
Similar to reply above but doesn't open any window.
Describe how your portal works.
Filtered or unfiltered?
Does the portal show all records of the same date or is a different relationship used and you have multiple dates shown?
If the latter, do you want the sum of all related records with the same date? That would be a sum that needs to satisfy two criteria: whatever you have set up that controls what records appear in the portal and that also have the same date.
This sounds possible via a self join relationship--which could eliminate the need for looping scripts as you could either show the total as an unstored calculation or a script could use the relationship to update a number field each time you add/delete/modify a field in a way that changes one of these sub totals.
Set a variable that allows you to locate the portal records, new window, go to the portal source table, do a find with your variable and the date you want, add the results into a variable, close the window, put the sum variable wherever you like.