Forum Discussion

IvanWeiss's avatar
IvanWeiss
Qrew Captain
7 years ago

Summary Table not Calculating Averages, and trying to color fields in the table

So two things I am struggling with.  First one is the more critical item which is pulling data through.  I made a summary table so that I can create data on a report to put on my dashboard pages.  I h...
APIs and custom code
Formulas and functions
Relationships
ArchiveUser's avatar
ArchiveUser
Qrew Captain
7 years ago
Ivan - Based on the information you've provided (and without me knowing a lot about your end goal) it sounds like you may need to revisit your approach. I'm guessing that a single Service Call could have many Punch List Items. If this is indeed the case, you would need to setup a relationship between these two tables and then do a Summary field from Punch List Items to Service Calls. You can then build a Summary Report on the Service Calls table to see the information you're looking for.
ArchiveUser's avatar
ArchiveUser
Qrew Captain
7 years ago
AH! Ok, so your setup is sound, then, you probably just need to set the 'Related Summary' field on every record for both Punch List Items and Service Calls to 1 (assuming you have only 1 record on that table). And, to make sure it keeps up, go into the properties of the 'Related Summary' field on those tables and set the Default value to 1 (or whatever the Record ID# of that Summary Table record happens to be).