Customize

Calculate Total of Fields in Records by Providing Conditions

Summary

Calculate the field’s total value in the retrieved records matching the specified conditions. You can reuse the result of the calculation in other Actions.

How to use

Parameters

Set Select Record Action, Field to Calculate, Field for Judgement, Criteria, Comparison value, Target Field (Optional), and If no records meet the conditions.

Select Record Action

Open the list of Actions and select the Action you used to obtain the target records.

Field to Calculate

Select the field that will be used to calculate the sum. This parameter accepts the following field types:

  • Number
  • Calculated

Fields in tables cannot be specified.

The “Calculated” field type must be in numeric format. The “Calculated” field in Date, Time, and Date & time formats is not supported.

Field for Judgement

Select the field to be used for condition judgment from the app’s fields. Fields in tables cannot be specified.

Criteria

Select a criteria from the options.

Comparison value

Enter the value to compare the field’s value. The parameter accepts the following inputs:

Target Field (Optional)

Use this parameter to set the results to another field. You can leave this parameter empty to use the calculation result in another action without setting it to any field.

This parameter accepts the following field types: Fields in tables cannot be selected.

  • Text
  • Number
  • Text area
  • Rich text

If no records meet the conditions

Select the action when there are no records that meet the criteria. Based on the selection made, the value and result value for the action entered in the “Target Field” when no records meet the conditions will be as follows:

Parameter Value Value to be set in the “Target Field” Action Result
Set nothing Do not change the value of the field undefined
Set blank Clear the value undefined
Set zero 0 0
Set NaN NaN NaN

If there were no records as a result of the “Select Record Action”, it will be considered as “no records matching the criteria” and will result in the action selected here.

Restrictions

  • The “Field to Calculate” field in Date, Time, and Date & time formats is not supported.