Formula to Count Records In A Related Table

  • 0
  • 1
  • Question
  • Updated 2 years ago
  • Answered
Hey everyone, looking for some help:

I have a Leads Table and an Estimates table where a Lead can have many estimates.

I am writing a formula in the Leads table that says "If a lead has one or more estimates, Status = In-Progress, otherwise Status = Contacted."

In order for this formula to work, I need a way to aggregate the number of estimate records that have been created in relation to that lead.

Could anyone help me get this figured out?

Thanks!

Josh
Photo of Josh Collins

Josh Collins

  • 392 Points 250 badge 2x thumb

Posted 2 years ago

  • 0
  • 1
You need a summary field to count the number of estimate records related to that lead.

Go to your table settings for lead, click relationships, click on the leads to estimates relationship, and then click the add summary field button. No need for filtering, just have it count the number of estimates related to leads and save it. 

Let me know how it goes.
Photo of Josh Collins

Josh Collins

  • 392 Points 250 badge 2x thumb
Worked like a charm!  Thank you!

Josh