calculate the total amount in the field

[sumservis]

Hello, I would like to calculate the total amount in the field on the occasion (see attached screen), how can I do this?

[sumservis]

[shalmaxb]

Hi, where do the values in the bottom come from?

[esforim]

You can probably use this formula: https://docs.espocrm.com/administrat...titysumrelated

I haven't use it so can't give you advice on how-to.

Edit: Thinking about this I decide to give it a try, took a few minutes to learn how to do it, anyway here how I did it.

Main entity: Contact
(Custom) Many-to-Many Entity: Assets

In Contact I create a field call, "totalAssets"
In Assets I create a field call, "assetValue"

The formula I end up using is:

// Calculate Total Assets
totalAsset = entity\sumRelated('assets', 'assetValue');

---

So it working all nice and good in that it calculate correctly based on my test, the issue here it doesn't refresh the data until I make edit to the Contact... so I think you would need to auto refresh some data using Workflow or you have to use beforesaveHook instead of formula (which is aftersave). Hook is a topic I'm too ignorant in though.

So I guess it not too hard to use the formula above, change assets to the Entity you want, and 'totalAsset' 'assetValue' to the field you want. In your case I think

Assets = ROZpoty
totalAsset = IDcisloUNIE
assetValue = celkova...

[alter]

Hi, as espcrm correctly responded, one way to do this is via Formula - easier way for non programming users.

Another way is to write a custom code using afterSave() entity, which would automatically sum all values from ROZPOTYs and updated ID CISLO UNIE - after saving your ROZPOTYs record.

You can see here example code for recalculating Opportunity 'Amount' field everytime I add new or remove OpportunityProduct (custom entity) to the Opportunity:

Info: The method recalculateOpportunityPrice() is being called from afterSave() method on OpportunityProduct

/**
* @param Entity $opportunity Opportunity that its Amount should be recalculated.
* @returns void Since it only recalculates Amount on Opportunity, nothing is returned.
*/
private function recalculateOpportunityPrice(Entity $opportunity): void
{
$entityManager = $this->entityManager;

$opportunityProducts = $entityManager
->getRepository($this->entityType)
->getRelation($opportunity, 'opportunityProducts')
->find();

$totalAmount = 0.00;

foreach ($opportunityProducts as $opportunityProduct)
{
$price = $opportunityProduct->get('totalPrice');

$totalAmount += $price;
}

$opportunity->set('amount', $totalAmount);

$entityManager->saveEntity($opportunity);

}