How do I copy data from a Portal to a Field?

Questions
1

I have a layout which consists of a portal to related records. I've duplicated the portal and listed only a summary field to show the totals of those related records (so far, so good).

But I'd like to "capture" the value of that summary field by copying it into a field on the layout (outside the portal).

How do I accomplish that?

2024-11-29_12-55-14
2024-11-29_12-55-142702Ă—938 314 KB

2

Is this a filtered portal? You need a relationship that retrieves exactly the records you see in the portal. With the Sum() function, you can then copy the result for further calculations.

Jan

3

name the field object "total" and set a variable the value : GetLayoutObjectAttribute ( "total" ; "content" )

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4

Set Field [“mileageExpenses” ; relatedTable::summaryField]

I agree, we need to be in the context of that portal, and you're suggestion works perfectly well, and is simpler to implement.

Select Object ["mileage expenses  portal"]
Go to Portal Row [ ]
Set Field [“mileageExpenses” ; relatedTable::summaryField]
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5

I don't think this will that the portal filter into account

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6

Summary fields and filtered portals play nice now, though it wasn't always the case. @Malcolm has the solution - just do your set field form the portal context and it will summarise visible (filtered) values only.

Sum() is a relationship-level function which will deliver a different result for a filtered portal.

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