Sum Related Formula With List Filter Issue

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  • dodom2
    Senior Member
    • Jan 2020
    • 198

    Sum Related Formula With List Filter Issue

    Does anyone see a problem with this formula?

    totalCash = number\round(entity\sumRelated('items', 'amountConverted', 'reportFilter60240609c337304d8'), 2);

    Im using a invoice entity and invoice item entity for a deposit module. (https://prnt.sc/z08yd9)

    I have the above formula in the invoice entity formula section and NOT the Invoice Item entity.

    The issue is its calculating all line items regardless of this report (https://prnt.sc/z09a3x). So the calculation is working. It just doesn't seem to be using the reporting extension as a filter. As you can see here its calculating 1000 when it should be calculating 500.00 based on the list report (https://prnt.sc/z09ge9)

  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi, I've checked it and it works perfectly.
    Make sure you set the proper report filter ID. Check the report filter configs one more time.

    Comment

    • dodom2
      Senior Member
      • Jan 2020
      • 198

      #3
      Hi Maximus. Here's my report setup https://prnt.sc/z8a2d4. See any issues?

      Comment

      • Maximus
        Senior Member
        • Nov 2018
        • 2731

        #4
        Hi,
        The report looks good. But you need to create a report filter based on this report (Administration -> Report Filters) and use the report filter ID in the formula instead of the report ID.

        Comment

        • dodom2
          Senior Member
          • Jan 2020
          • 198

          #5
          MAXIMUS! You're a lifesaver. I misunderstood the report filter. I thought it was a report as you have seen and so never even set up the report filter itself. Works perfectly now. This also helps me resolve several other issues that I've experienced!

          Comment

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