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Calculate the total from multiple records in a related module?

Kristen Dougherty

Hello, I'm using Sugar Enterprise 9.1 (Cloud). I'm trying to create a calculated field that will give a cumulative total of a decimal field in a related module. 

Attendance (Customized from the Calls Module) is used to track attendance. Points are given for certain situations, no call no show is 2 points, unscheduled sick is 1 point, late is 0.5 point, etc. 

I created a custom module called Personnel with a field named Cumulative Points. Employees receive warnings at certain point levels, so I'd like to create workflows for when the cumulative total reached 2, 4, 6, 8, and 10 points, but I can't figure out how to calculate the total of all Points in related records in the Attendance module. I tried rollupsum, but I can't figure it out. All of the examples I have looked at are based on dates or other multiple criteria. I'm simply trying to get a cumulative total. Any help is greatly appreciated. 

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  • 0 in reply to Kristen Dougherty

    Hi Kristen Dougherty,

    Please forgive as I think I am missing the meaning of the follow-up question. There are two details that come to mind as I consider your question.

    1. Calculations only and always run at the time the record is saved/updated, and whenever a related record in the related module identified in the formula is saved/updated, so if you wish to update past records, you will be need to make a change to a relevant record or use the listview option to recalculate values.

    2. Since the calculation reruns whenever a related record is saved, the field will update whenever the data this field is calculating changes in those related records.