Plugin Mode

Display aggregated results in a list.

Summary

Click the button on the list screen to calculate a total for each value of a specified field, for the records shown in the list, and display it on the list screen.

Smartphone support

This plugin supports smartphones.

How to use

Choose the field to total and the field values used to group the records. Use this to review totals for the records in the current view.

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 list page
  • When you click a button added by this plugin

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

Parameters

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

Fields to Aggregate

Choose the numeric field to total.

The following field types can be selected.

  • Number
  • Calculated

Fields inside tables cannot be selected.

Fields Used for Aggregation

Choose the field used to group records for aggregation.

The following field types cannot be selected.

  • Attachment
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Aggregation Criteria

Please list the values you want to tally. Please note that you should enter the values directly, without using the “Select Field” feature. Configure at least 1 entries. You can configure up to 5 entries.

Value

Enter the value identifying the records to include in this total.

Notes

The totals cover records matching the current list filter. A total for each configured value is displayed in the menu space below the list menu. A value with no matches has a total of 0.

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

Actions

Conditions