SQL Formula Help - Related Items

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dhickey76
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SQL Formula Help - Related Items

Post by dhickey76 »

Hi,
Screenshot_2.png
I would like to SUM the amounts received from the purchase order entity (related items) and show the results in the Shipments entity. When I use a regular function I am given the SUM amount for all records in the Purchase order entity and not just the related item records.

Any help would be appreciated.

Thanks!
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support
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Re: SQL Formula Help - Related Items

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elviseras
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Re: SQL Formula Help - Related Items

Post by elviseras »

Hi Damien,

Could you share your CSS theme? I find it very stylish and beautiful ;) ;) ...
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dhickey76
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Name: Damien
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Re: SQL Formula Help - Related Items

Post by dhickey76 »

Thanks Sergey I understood that I needed to use a function, I just wasn't sure how to set it up with a related item. For anyone else that needs to do something similar here are the steps.

Total Recd. field is summing the amount received from a separate entity using a related item (purchase order)
Screenshot_3.png
Function {17} - Purchase Orders entity
Screenshot_5.png
Total Recd. field is setup to pull the function but tied to the related item
Screenshot_7.png
Thanks again, case closed!
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dhickey76
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Name: Damien
Location: Utah, USA
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Re: SQL Formula Help - Related Items

Post by dhickey76 »

elviseras wrote: 25 Nov 2020, 16:35 Hi Damien,

Could you share your CSS theme? I find it very stylish and beautiful ;) ;) ...
I use the default theme but with some custom styling. I've attached part of my custom css since most of it is tied to specific fields. But the general layout, fonts and button customizing is there. You'll need to add your own URL into the font face items since mine is loading from my site.

If I were you, I would only add small sections at a time. Test and then add some more :D :D

Good luck!
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