Discussions

{% set total = namespace(value=0) %}{% for r in range(a|length) %}{% set total.value = total.value + a[r].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 
• to iterate through the records , you need to refer to each object you've searched , once your loop starts a[r] 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] 

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 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[r].paid_amount|default(0,true) %}{% endfor %}{{ total.value }}​

{% set total = namespace(value=0) %}{% for r in range(a|length) %}{% set total.value = total.value + a[r].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 
• to iterate through the records , you need to refer to each object you've searched , once your loop starts a[r] 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] 

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 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[r].paid_amount|default(0,true) %}{% endfor %}{{ total.value }}​

{% set total = namespace(value=0) %}{% for r in range(a|length) %}{% set total.value = total.value + a[r].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 
• to iterate through the records , you need to refer to each object you've searched , once your loop starts a[r] 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] 

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 Extract
paid amount = numeric currency field

table 2 = Finance: Copy of Members Staging Table
Search 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 <None>
---
- META:
name: New pipeline v2
- QUERY quickbase[XXXXXX] record search -> a:
FILTERS:
- AND:
- member_id equals 40087269503
inputs-meta:
export_fields: '"Paid Amount, Line No, UniqueID_Member_PlanYear (Spec Member
Staging)(paste here), Member ID" <14, 11, 151, 7>'
table: '"Finance: Claims Detail Extract" <bsqi7vyjb>'
inputs:
limit: 10
- a<>LOOP:
- DO:
- QUERY quickbase[XXXXXX] record search -> 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"
<111, 60>'
table: '"Finance: Copy of Members Staging Table" <bszhinu9m>'
- b<>LOOP:
- DO:
- b<>ACTION quickbase record update -> c:
inputs:
search_final_claims_in_claim_detail_extract: '{{b.search_final_claims_in_claim_detail_extract+a.paid_amount}}'
...

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 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[r].paid_amount|default(0,true) %}{% endfor %}{{ total.value }}​

{% set total = namespace(value=0) %}{% for r in range(a|length) %}{% set total.value = total.value + a[r].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 
• to iterate through the records , you need to refer to each object you've searched , once your loop starts a[r] 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] 

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 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[r].paid_amount|default(0,true) %}{% endfor %}{{ total.value }}​

{% set total = namespace(value=0) %}{% for r in range(a|length) %}{% set total.value = total.value + a[r].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 
• to iterate through the records , you need to refer to each object you've searched , once your loop starts a[r] 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]