Can I use a field to get the sum value of another field between certain period?

[chrisjiang]

Hi,

I want to set a field (say "amountSum") in "Opportunity" entity and make its value as "sum of amount in past 30 days (or in current month)". How can I achieve this?

amountSum = sum of "amount" in current month.

Thanks for help.

[Maximus]

Hi there,
Could you explicit it? Do you you want to create a field in Opportunity to store there the sum value of the all Opportunity records amount in the current month?

[chrisjiang]

Thanks for your attention.

Yes what I want to do is as follows:

1. in entity Opportunity onlly
2. create a field "amountSum"
3. make "amountSum" store the sum value of Opportunity records filtered by conditions like: certain user + current month.

Is it possible to achieve this?

Thanks again.

[item]

Hello,
if you have the "must have" AdvancedPack .. yes
else, you can do.. i think so :
create a readOnly field "float:sumAmount" in user entity
with formula, sumRelated( ..... lastMonth ).. certainly need to make a filter.

[chrisjiang]

Hello,
if you have the "must have" AdvancedPack .. yes
else, you can do.. i think so :
create a readOnly field "float:sumAmount" in user entity
with formula, sumRelated( ..... lastMonth ).. certainly need to make a filter.

Yes I have Advanced Pack.

But how can I apple the formula entity\sumRelated(LINK, FIELD, FILTER) in the same entity? What "LINK" name shall I put into the formula?

Thanks.

[item]

like so ?
i don't use opportuinity so filter must certainly another date field

[chrisjiang]

like so ?
i don't use opportuinity so filter must certainly another date field

Yes using report function it is easy to get the sum value. What I want to do is to set a field to store all the sum value of the "amount" of records created in a month......

Thanks.

[Maximus]

It is not possible to get the sum value of the records of the same entity of a certain period via UI. I believe it is possible to achieve with Hook https://docs.espocrm.com/development/hooks/.

[chrisjiang]

It is not possible to get the sum value of the records of the same entity of a certain period via UI. I believe it is possible to achieve with Hook https://docs.espocrm.com/development/hooks/.

got it. thanks very much.