Currency field sum

[RSGRG]

I have several currency fields in a form. Now I would like to have a sum field, which shows all currency fields from the form calculated together. Which field type do I have to choose and what do I have to set?

[DEN]

Hello,

Create the field any numeric type and write the desired formula in it.

entity\sumRelated
entity\sumRelated(LINK, FIELD, [FILTER])

Sums related records by a specified FIELD with an optional FILTER.

Example:
entity\sumRelated('opportunities', 'amountConverted', 'won')

More detail about formula here:

https://docs.espocrm.com/administration/formula/

[RSGRG]

Many Thanks. I have now understood that, see screenshots. I have 5 currency fields in my form. Therefore I wrote 5 script formulas in the corresponding entity. Now I still need an output field where the total of these 5 currency fields is displayed. What do I have to set in this currency field or solve with a script so that the total amount is displayed there?

[DEN]

Hello,

I think perfect to use field "Description" where was display sum of all your field.

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


A similar question has already been met on the forum:
https://forum.espocrm.com/forum/gene...r-entity-field
https://forum.espocrm.com/forum/general/62829-calculate-sum-value-in-opportunities

[RSGRG]

Thanks, but I don't understand exactly what to do. I don't want a sum of different projects, but a sum of a project with several parts. I have a project form, there are five currency fields listed. Then I created another currency field, in this field the amounts from the five fields mentioned above should automatically be output as a total. Perhaps the picture illustrates a little more precisely what I am imagining.

[DEN]

Why you don't use a reports?

There is just the function you need.
You can try to do by analogy.

[RSGRG]

Reports are only good for projects. But I have several project phases with individual prices per project and I want to show these as a total.

[espcrm]

Are those 5 individual field with field name? You can just use a + sum formula if it is.

[RSGRG]

Yes, there are 5 individual fields (Amount, amount1, amount2, amount3, amount4). For these 5 fields I need a field with the total.

How do I do that with the + sum formula?

[espcrm]

I believe it just something like this:
For example

totalamount=amount1+amount2+amount3+amount4

or
amount=amount1+amount2+amount3+amount4

[RSGRG]

Thanks espcrm, it worked wonderfully. Thread can be closed.