Use API_AddField to add a summary field
Hi, I have a table called Categories, where each record is a different category. There are 20 or so Categories. These categories are used as reference fields on a child Projects table. I have ...
Forum Discussion
Hi Alex, you're right that you would not be able to create new summary fields using API_AddRecord. BUT, I'm curious to know how important it is to see these counts of how many projects there are per category, for each category, on a report. If it's helpful instead to click into a single opportunity, and see how many projects there are under each category that way, you can update the embedded report of projects on your opportunities form and use a summary report there.
If you do need to see a report of many opportunities, with counts of how many projects there are under each category, you would need to use some kind of integration platform or custom script to do the number crunching. Then you could create normal numeric fields using API_AddField, and push the results there. This is the kind of thing I expect you'll be able to accomplish with CloudPipes as well so definitely look out for the early access program starting closer to the end of the year!
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Brian Cafferelli
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If you do need to see a report of many opportunities, with counts of how many projects there are under each category, you would need to use some kind of integration platform or custom script to do the number crunching. Then you could create normal numeric fields using API_AddField, and push the results there. This is the kind of thing I expect you'll be able to accomplish with CloudPipes as well so definitely look out for the early access program starting closer to the end of the year!
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Brian Cafferelli
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