I just started trying to use Record Sync and Relationships and wanted to sum amounts from another table that have a many-to-one relationship with an Id in the main record type.
However, I only want to add rows that are isActive = 1 or by some other kind of categorization.
Is this doable with a custom expression ? Since the template doesn't have any filtering options.
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This feature was just released in Appian 21.4! https://docs.appian.com/suite/help/21.4/Appian_Release_Notes.html#aggregate-and-filter-related-data-in-custom-record-fields
Request a site upgrade to gain the new capability