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Question

summary field to calculate number of payments

  • July 25, 2017
  • 0 replies
  • 43 views
wondering if anyone could break this down into steps. was told i needed to create a summary field that counts the # of payments, so i know how many payments have already been made.
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    • ChuckGrigsby
    • Registered
    • July 25, 2017
    If you have a relationship and the payments are the child records. Go to the table relationship settings and on the master table side of the relationship click create summary field. Then choose total number of related payments based on some criteria you set, like status equals paid or something. Make sense?
    Yeah, once you create a summary field on the parent table, you can then (in the same relationship) pull it down to the child table as a lookup field.
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