Automations - Add record to a totals table

  • 0
  • 1
  • Question
  • Updated 4 months ago
  • Answered
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.
Photo of Ashley Asante

Ashley Asante

  • 696 Points 500 badge 2x thumb

Posted 4 months ago

  • 0
  • 1
What is the calculation you're using for On Time Delivery and what is the relationship between the Deliveries and Totals?
Photo of Ashley Asante

Ashley Asante

  • 696 Points 500 badge 2x thumb
Master Table: Totals Table
Has summary Fields for Total Lines, and Calculates OTD through a formula field


Details Table: Deliveries
Has 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. 
Photo of Ashley Asante

Ashley Asante

  • 696 Points 500 badge 2x thumb
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. 
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.