Sum of Child Items and Update Total Amount of Parent Using Formula

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  • Triggerz
    Member
    • May 2024
    • 56

    Sum of Child Items and Update Total Amount of Parent Using Formula

    Hi,

    I created two entities namely CashAR (the parent entity with a field name called cartotalamount) and CashARitems (the child entity with a field name called caramount)
    I then created a one-to-many relationship in CashAR with CashARitems as the foreign entity
    I then added the CashARitems in the Bottom Panels layout so that users can add CashARitems that is related to the CashAR record being updated or created

    When a user saves the changes in CashAR record, I want to sum up the total of CashARitems.caramount and then update the value of CashAR.cartotalamount

    How can I do this in a formula?

    Thanks & Regards...
  • Triggerz
    Member
    • May 2024
    • 56

    #2
    Hi Everyone,

    I was able to resolve the updating part by creating a workflow with the following formula:
    totalamt = entity\sumRelated('casharitemses', 'caramount', '');

    The only problem is that, I need to refresh the browser just to see the changes reflect on the screen. Is there a way to update the screen as the workflow gets executed?

    Thanks

    Comment

    • lazovic
      Super Moderator
      • Jan 2022
      • 872

      #3
      Hi Triggerz,

      Please tell me what type of trigger does your workflow have?

      Comment

      • Triggerz
        Member
        • May 2024
        • 56

        #4
        Hi lazovic, the trigger is After record saved (created or updated)

        Regards...

        Comment

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