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Drawloop - Calculating a Grand Total from Related List Records

Topic

How to calculate the grand total from related list records.

Instructions

  1. Navigate to the Object where the related list is located: Setup > Customize > Field Service > [Object_Name] > Fields
  2. Under [Object] Custom Fields & Relationships, click New.
  3. Select “Roll-Up Summary” and click Next.
  4. Field Label name as preferred (i.e. Grand Total) and click Next.
  5. Summarized Object: Select the related list.
  6. Select Roll-Up Type: Select the preferred option. (i.e: SUM)
  7. Field to Aggregate: Select the field to calculate the value.

Labels: (2)
Version history
Revision #:
51 of 55
Last update:
‎09-19-2019 03:01 PM
Updated by: