Summary Field help!

  • 0
  • 1
  • Question
  • Updated 5 years ago
  • Answered

My parent table is "Profiles" and my child table is "Project Tasks". I want to create a summary field for a Profile record that totals the values from [Workload] from all Project Task records.

I created the summary field but it always displays a blank entry.

I'm testing this method with two Project Task records, where I have the value of "15" in the field [Workload]. I thought the total of "30" would be retrieved but it is still blank.

Any help would be appreciated, thanks!

Photo of NP

NP

  • 10 Points

Posted 5 years ago

  • 0
  • 1
Can you have a look at the field [workload] and try checking the box in field properties that say "Treat Blank as zero", and see if that fixes the issue?  Let me know.
Photo of NP

NP

  • 10 Points
Still doesn't fix the issue.
Can you check if the records in question are in fact "related' to the Profile record.  What is the record ID of the Profile record and what is in the field typically called [related profile] in the two child records?  They should all be the same.
Photo of NP

NP

  • 10 Points
Yeah, I had to double check that the relationship was correct. It's working now.

Because the field is a text-lookup field, is there any way to auto select the correct profile?
Are you adding the children off a button on the parent profile record - if you are them no need to select, it should fill in automatically.
Photo of NP

NP

  • 10 Points
I am not.
How can the child know who its parent is supposed to be for it to autopopulate.  is there information in the child that would allow you to make a formula to connect to the correct profile?  For example, the field [related profile] is allowed to be a formula field.  You can change its type from numeric to formula numeric, for example, if indeed there is a formula for it.