FEATURE REQUEST: Master-Detail Summary Fields (in both Integer and Float formats)

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  • Mark G.
    Member
    • Nov 2021
    • 48

    FEATURE REQUEST: Master-Detail Summary Fields (in both Integer and Float formats)

    Quite simply ... a calculated field type which takes its value by totalling another numeric field in a sub-entity, without having to write any code.

    (Obviously, there could be multiple fields in the sub-entity to sub-total ... e.g. number of hours, cost per hour, etc.
    Plus the field(s) being sub-totalled could themselves be calculated fields).

    Example situations:
    Project Header entity ... Task sub-entity
    Account entity ... Lifetime purchases sub-entity
    Invoice Header entity ... Invoice line items sub-entity
    etc.

    The sub-totalling/calculation could take place by a button-action (e.g. "RE-CALCULATE") on the parent entity record or just when the parent record is saved.
    Therefore, the data entry process would be:
    1. Enter the required number of sub-entity records (e.g. all the tasks that make up a project).
    2. Click on the button on the parent entity screen to re-total and update from the required sub-entity values.

    The attached dummy screen shot shows approximately what the field setup page would look like.
    Attached Files
    Last edited by Mark G.; 12-11-2021, 05:58 AM.
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