Plugin Mode

Get Sum or Average from Specified Records

Summary

Click the button to retrieve records matching specified conditions, find the “sum” or “average” of a specific field, and set it into a field.

Smartphone support

This plugin does not support smartphones. Use it on a computer.

How to use

Specify the app and search criteria, then choose the field and calculation method. Set the destination field and button label. Click the button in the destination field on a record creation, edit, or details page. On a details page, the page reloads after the result is written.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open a record creation, edit, or details page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

The page-display and field-change triggers exclude inline editing from the pencil icon on the list page.

Parameters

Enter or select a value for each setting unless it is marked optional.

Apps included in the aggregation

Please select the app you want to include in the data collection.

Search criteria for aggregated records

Please enter the criteria for searching for the records to be aggregated.

Fields to Be Included in the Aggregation

Please select the fields you want to aggregate for the apps included in the aggregation.

The following field types can be selected.

  • Number
  • Calculated

Fields inside tables cannot be selected.

Select from the app specified in “Apps included in the aggregation”.

Choosing Between Total and Average

Please select either “Total” or “Average.”

Available options:

  • sum
  • average

Aggregation Results Settings Field

Please select the field for which you want to set the aggregation results.

The following field types can be selected.

  • Text
  • Number
  • Text area
  • Rich text

Fields inside tables cannot be selected.

Select from the app specified in “Apps included in the aggregation”.

Button label

Enter a button label that makes its purpose clear to users.

Initial value: 集計結果をセット

Notes

The sum or average is calculated only when at least one record matches the search criteria. If no records match, the destination field remains unchanged.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions