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sum calculation for portal

Question asked by walfwood on Dec 26, 2018
Latest reply on Dec 26, 2018 by walfwood

I am trying to create to calculation fields that sum specific numbers in a portal. I have a customer table that has a portal that shows customer credit records, adding and removing. I need to separate two types of credit from the portal records. On the record its self I have them listed with "Account Credit" or "Tribal Credit". I have tried calculation with an IF function with no luck and I have also created a summary field in the credit table and that works with the portal sorted but I need it to be a calculation field in the customer table so I can reference back to "Account Credit" or "Tribal Credit" in a invoice table to apply the appropriate credit amount available.

 

Thank you for any assistance.

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