How can summarize in the parent record the amounts of child records that share the same field?

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Hi, I have a parent table called "Project" with many child records called "Expenses". Each Expenses record have 5 fields: (1) Client, (2) Date, (3) Type, (4) Amount and (5) receipt. How can check a checkbox in the parent table when the aggregate of expenses for a client exceeds 2,000 $? Please note that I want to keep separate "Expenses" records for each expense made. 

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Pablo

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Posted 3 years ago

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No problem

Edit the Relationship to add a Summary field of the total of the Expense Dollars.

Then on the Parent Project record make a formula checkbox field with the formula



IF([Total Expenses] > 2000, true)
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Pablo

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But Mark, with your solution, I would summarize the expenses from all clients. I need to do the check per each client that this Project has. We have several hundred clients.
Do you have a table of Clients?  Does it have a relationships to projects?

If so then further summarize the total of the Project expenses up to the client. Then make a checkbox field up on the client record.  Then if you like you can look that up down to the project record.