Automations - Add record to a totals table

Question

I have a list of deliveries in a delivery table. I created a totals table, where if I manually add records to the record in the totals table, I am able to calculate on time delivery.

But the process is manual for adding these records to the totals table. Is there a way to accomplish this through automations? My totals table only has 1 record, so I thought this would be easy, but I am getting errors.

archiveuser · Answer

What is the calculation you're using for On Time Delivery and what is the relationship between the Deliveries and Totals?

ashleyasante · Answer

Master Table: Totals TableHas summary Fields for Total Lines, and Calculates OTD through a formula fieldDetails Table: DeliveriesHas date fields, and and date 1 day in the past is "Late".So what I have to do, is associate each record in the deliveries table by opening/editing the record, by adding the record number of the associated record in the totals table. I was trying to figure out a way to accomplish this through Automations or Form rules, but nothing seems to be working.&nbsp;

ashleyasante · Answer

I think I found the reason I am having an issue - I upload the delivery records from MS Excel to from another platform. Since they are not created in QB, I think that is the reason this is not working.&nbsp;

archiveuser · Answer

If you set the Default Value for the field 'Related Totals' to the Record ID# of the one record you have there, you should have them automatically related to the record moving forward.

Forum Discussion

Automations - Add record to a totals table

Related Content

Running Total

Totaling Child Records Live on Parent Form

Custom Record Titles

Pipelines automation to change record owner

Using Grid Edit to Edit Multiple Records at Once