create balance

[stayfi]

Hello,

i've 2 currency fields, total sum, and payed sum
any way to create a third field with balance of them.

thanks.

[item]

Begin first by read documentation of espocrm

https://docs.espocrm.com/administration/formula/#formula-calculated-fields

and search on doc readOnly field type

[stayfi]

thanks, can you help with the syntax?

[rabii]

Hello,

i've 2 currency fields, total sum, and payed sum
any way to create a third field with balance of them.

thanks.

you can do something like this, create a another currency field (unpaidAmount) and make sure it is readonly and then use formula like this:

unpaidAmount = payedSum - totalSum;

that is it

hope this helps

Cheers

[stayfi]

hope this helps

Thanks mate, it works, i sure will try other formulas.

Can. I create a field to total all sums, also for, payed ones, and do a major balance then?

This because i insert each time an item, with payed and totals.

Or is there any easy way? Thanks again.

[rabii]

Yeah sure you can apply any logic using formula. I assume you have two entities (parent and child), if you do, then you can add a totalSum, PayedSum and unpaidSum on parent entity and then you can use formula as below to calculate all total sums etc of child entities, e.g crm by default have an account has many opportunities, we could add total opportunities sum like below:

totalSum = entity\sumRelated('opportunities', 'amountConverted');

have a look at this section in documentation https://docs.espocrm.com/administrat...titysumrelated

Cheers

[stayfi]

hi rabii
no i have only fields for balance, and totals, and payed amount

[rabii]

Can you provide more info on what you want to achieve and how many entities are involved and i will be happy to help mate. Just share more information and we will sort it out.

Cheers

[stayfi]

For example,

I have 1 entity (for every Contact) named "cleaning",

with 2 fields, amount, and payed amount. I want to create a total sum of these 2 fields' each one separately, then make 1 one field for the balance of all payed-amount.

Each visit of a contact a "cleaning" related with amount and payed fields is registered.