Formula Summing field working based off a Checkbox field.

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Need help creating a formula. I have a Formula Field that calculates (sums) the Invoice Amount (Numeric) with the Retainage Percentage (Percentage/ Relationship Field) and provides the Amount of Retainage that needs to be withheld on said invoice. I would like this field to only Sum though based on a Checkbox Field being Checked. If the Checkbox isn't checked then the field doesn't calculate.
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Ashley Harris

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Posted 1 month ago

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Retainage%? Sounds familiar? Jacobs/CH2M?
Photo of Andrew Noy

Andrew Noy

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Ashley
Formula you are looking for
If([Retainage With Held?]=true,Sum([Invoice Amount]*[Retainage %]),0)
(Edited)