Populate a property with the sum of a property on associated records
For example, if we have a custom amount property on Contact records called "Engaged Value", on the Company record we want a field "Total Engagement for all Contacts" that always shows the current sum for the "Engaged Value" of all the associated contact records.
We actually need it for Deals-Invoice (custom object) relationship so we can show the total invoiced amount on the deal, so the solution will need to work on custom objects as well as standard objects.
Same question here. I run products through Custom Objects (as Products isn't customizable enough for our purpose here), and would like to sum the price (custom object property) of each product into the Deal amount field.
Our CRM has multiple deals under one company. One required deal property is an ARR calculation. It would be nice for the collective deal's ARR populate on the About this Company section of the Company record.
@Josephtylerk@annemarien You can solve this using a calculation property type. You can do a SUM (or AVG, Min or Max) calculation within the settings to sum the value of a numeric field of all associated records, just like you describe:
We need to be able to sum the total of a custom deal field (revenue billed to date) on the company record to be able to calculate company margin on all deals.
@VSmith2012 Yep - custom calculation property on the Company, type Sum and then choose the associated record type Deal, possibly association labels and then choose your Revenue billed to date property.
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