AnsweredAssumed Answered

Summary Field for Portal

Question asked by tm9 on Jun 29, 2014
Latest reply on Jul 3, 2014 by beverly

Hi everyone,


I have a layout for browsing accounts and "Account" as the table. In this layout I have a portal from a "Transactions" Table that is related to the Account table via the KP for each account.


The portal is set to be sorted by month & year by changing a global variable (in a drop down menu). The sorting works great!


The problem is that as the portal changes when I change the month desired to view, I need to have a total $ amount for each months transactions that I can view on that layout. I thought I knew how to do this but I cannot get it to work.


Each record in the transaction table has a field with the month/year. There are also two different types of transactions. One is "In" and one is "Out." I have a portal for each kind of transaction on the layout. I need totals for both portals as I change the month/year. I am using the format 2014_06 as the naming convention for months/years.


Thanks for the help!