Pipelines Jinja Sum

Question

Hello,I have a question pertaining to pipelines and the sum function within jinja2.I have created a pipeline:Step A: searching through records on table 1 for each A do:Step B: Look Up a Record on table 2 where the Query is [key field table 2] equals [a.key field table 1]Step C: Update Record*for step C I am trying to update a numeric field on table 2 which is a sum of [a.paid_amount] from table 1 where the [key field table 2] equals [a.key field table 1]. I have tried putting the following in Step C for the field that is to showcase the summed value:{% set total = namespace(value=0) %}{% for r in a %}{% set total.value = total.value +(r.paid_amount|default(0, true)) %}{% endfor %}{{ total.value }}and {{ a|sum(attribute='paid_amount') }}I keep getting this error however: Validation error: Incorrect template "{{ a|sum(attribute='paid_amount') }}". TypeError: 'Record' object is not iterable&nbsp;Any recommendations of any kind would be greatly appreciated. Thank you------------------------------Shane Miller------------------------------

prashantmaheshw · Answer

HI ShaneBelow will work . A much better explanation is going to come from Others , I will try in my limited Jinja
{% set total = namespace(value=0) %}
{% for r in range(a|length) %}
{% set total.value = total.value + a.value|default(0,true) %}
{% endfor %}
{{ total.value }}​

To iterate through the records you need to find the number of records to sum up , range(a|length) achieves it&nbsp;
to iterate through the records , you need to refer to each object you've searched , once your loop starts a will allow you to refer to records/objects individually with loop value so if I have 3 records , it will do a[0] , a[1] , a[2]&nbsp;

I'm a Jinja newbie myself , so I'm sure some terminology I've used is wrong to explain------------------------------Prashant Maheshwari------------------------------

donlarson · Answer

Shane,I have been greatly vexxd by Jinja and Pipelines.&nbsp; @Prashant Maheshwari and @Doug Henning have been great helps so I suspect the suggestion will solve it.The error code you got is not very descriptive and I have had it too many times.&nbsp; I believe that I can identify one case where it comes up.If you try to use data from search out side of the loop then you will get that error.Try this structureStep A SearchFor Each
Step B Search​For Each&nbsp; &nbsp; &nbsp; Step C Update B​You have a loop inside of a loop.&nbsp; If Step C is outside of the Loop for B you will get that error message. This might also solve it with a bit less Jinja which is good for my brain.​
------------------------------Don Larson------------------------------

shanemiller1 · Answer

Hey Prashant Maheshwari,I appreciate you and Don Larson's feedback. I tried your approach, but sadly it did not work, I received the same error. I then tried combining yours and Don Larson's suggestion of replacing the look up a record&nbsp;with a search records, it failed once more.
My field in table 1 [paid amount] is a numeric currency field, and my field in table 2 where I am trying to get the summed values to be displayed is also a numeric currency field. Does any of this matter?
Also, you seemed confident in saying this will work, which makes me believe I am doing something wrong. With your example, and with my field that needs to be summed, I would put this in step C (update record) inside the numeric currency field, correct?:
{% set total = namespace(value=0) %}
{% for r in range(a|length) %}
{% set total.value = total.value + a.paid_amount|default(0,true) %}
{% endfor %}
{{ total.value }}​------------------------------Shane Miller------------------------------

donlarson · Answer

Shane,I built a simple test application.Then I did a Pipeline to search for Table One then Table Two and then UpdateTotal Value = Total Value + Paid AmountScreen shot before RunScreen Shot After RunYou can see that each child record in Table Two had $100 add to the Total ValueHere is the YAML with the Slug x-outed# Jinja Sum Test## Account slugs:# - quickbase[XXXXXXXX]: Pipeline Token &lt;None&gt;---- META:name: Jinja Sum Test- QUERY quickbase[XXXXXXXXX] record search -&gt; a:inputs-meta:export_fields: '"Paid Amount" &lt;6&gt;'table: '"Jinja Sum: Table 1" &lt;bszikwt45&gt;'- a&lt;&gt;LOOP:- DO:- QUERY quickbase[XXXXXX] record search -&gt; b:inputs-meta:export_fields: '"Total Value" &lt;6&gt;'query: '{7.EX.{{a.id}}}'table: '"Jinja Sum: Table 2" &lt;bszikxmj2&gt;'- b&lt;&gt;LOOP:- DO:- b&lt;&gt;ACTION quickbase record update -&gt; c:inputs:total_value: '{{b.total_value+a.paid_amount}}'...------------------------------Don Larson------------------------------

shanemiller1 · Answer

Wow, thank you so much for taking the time to do all that. That was above and beyond, I really appreciate it. I have tried to recreate your pipeline (tried adjusting the yaml and importing, but was having issues). 
I like how you were able to find a workout without using jinja2. If that works, then I am happy. Like yourself, I prefer to stay away from that language. I have uploaded a screenshot of my table 1 and table 2. I am now getting a different error when it tries to update the fields (screenshot). You can see that the records are pulling from the claims for that particular member and showcasing them on table 2. Just not summing them, haha.table 1 = Finance: Claims Detail Extractpaid amount = numeric currency fieldtable 2 = Finance: Copy of Members Staging TableSearch Final Claims in claim detail extract = numeric currency field (AKA total value)
YAML:Here is the YAML with the Slug x-outed# summing amounts based on key field## Account slugs:# - quickbase[XXXXXX]: Pipelines &lt;None&gt;---- META:name: New pipeline v2- QUERY quickbase[XXXXXX] record search -&gt; a:FILTERS:- AND:- member_id equals 40087269503inputs-meta:export_fields: '"Paid Amount, Line No, UniqueID_Member_PlanYear (Spec MemberStaging)(paste here), Member ID" &lt;14, 11, 151, 7&gt;'table: '"Finance: Claims Detail Extract" &lt;bsqi7vyjb&gt;'inputs:limit: 10- a&lt;&gt;LOOP:- DO:- QUERY quickbase[XXXXXX] record search -&gt; b:FILTERS:- AND:- key_field equals {{a.unique_id_member_plan_year_spec_member_staging_paste_here}}inputs-meta:export_fields: '"Search Final Claims in claim detail extract, Key Field"&lt;111, 60&gt;'table: '"Finance: Copy of Members Staging Table" &lt;bszhinu9m&gt;'- b&lt;&gt;LOOP:- DO:- b&lt;&gt;ACTION quickbase record update -&gt; c:inputs:search_final_claims_in_claim_detail_extract: '{{b.search_final_claims_in_claim_detail_extract+a.paid_amount}}'...------------------------------Shane Miller------------------------------

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Pipelines Jinja Sum

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