possibility to show sum of related entity records in another entity field

[Nishan Perera]

Hi,

Is there any possibility to show sum of related entity records in another entity field ?


eg:

Entities - Gifts & Opportunities
Fields in gifts - total gifts value
Fields in opportunities - gift amount


Simply I want to show the total sum from the opportunities gift amounts in Gifts total gifts value field.

I have created below sum related under gifts


totalGiftsValue = entity\sumRelated('opportunities', 'giftAmount');


Bu the record update as 0.

Please correct me or help me if I do anything wrongly.

[Maximus]

Hi,
the formula looks good.
1. Check an EspoCRM log file for possible error description;
2. Make sure that the 'giftAmount' field does not equal to '0'.

[Nishan Perera]

Hi max,

Thanks for your reply. I tried and no error found. Isn't this working with Relationships ?? Im trying with relationship. Any idea.

[Maximus]

It should work with a relationship. Can you provide a screenshot of your Gifts & Opportunities settings?

[Nishan Perera]

Hi Max,

This is the one I tried in demo site. please check let me know if I did wrongly.

[Nishan Perera]

Maximus I change the formula as this

totalGiftsValue = entity\sumRelated('opportunity', 'opportunity.giftAmount');

and I got value is 0

[Maximus]

I've investigated your screenshots and on my mind totalGiftsValue = entity\sumRelated('opportunities', 'giftAmount'); is the correct formula. Set it for the Gifts entity and recalculate formula for the 'test 1' record. Also, check please whether the 'totalGiftsValue' and 'giftAmount' are proper key values.

[Nishan Perera]

Hi Maximus I got it work. I did my mistake in the link that i have to gave. I put entity name instead of link name. This works with the below.


totalGiftsValue = entity\sumRelated('opportunities', 'opportunity.giftAmount');



Thanks for the support max.