Hi all,
I'm a bit new with custom record fields, so I'm probably doing something wrong.
I have header and detail records (with a one-to-many relationship connected with a detail reference to the header key), and that data flows throughout the system just fine.
But I added a real-time aggregation / sum custom field (for totaling amounts in the detail record for presentation) and am having trouble getting data into the new fields.
When pressing the 'Test' button in the Edit Custom Record Field screen, I see data grouped and summed as needed which is great!
After saving the new custom field, the 'Data Preview' test button does NOT return any data in the new field, and that is also the case with an interface that references this.
I've done resync on both records. The new custom field exists on the detail side of the relationship and when defining the field, I use the format: headerRec.detailRec.amountToBeSummed.
I've also tried coming at it from the header side (starting with related detailRec), but still have the same issue. I'm testing this out as admin, so I can't think that it's a security thing.
Any ideas?
Here is good data test when considering only the field:
And here is data preview that cannot populate the new field:
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According to the documentation about real time evaluations, "The custom record field values are calculated whenever the field is actively referenced in your applications." Refer this link: Custom Record Fields
Hi, my editable grid on my interface is actively referencing this custom record field, but no data. Other fields that are on the same record show fine (the ones that are not custom aggregated fields). I must be missing something about the construction of these custom fields.
Hi ericc087568
Can you provide the interface code snippet where this custom field is referenced
Thanks for helping me. I had generated the interface from the record and saw it was showing my custom aggregation fields. I then realized my custom fields were never making it into the initial selection from the header (my expression rule that filled out everything lacked the two new custom rec fields), so silly mistake on my part.
I think I had it in my head that the record type would just calculate those things automatically like metadata on the record, but I see that selecting it is important. So that also leads me to wonder about refresh when related grid amounts change. I probably need to reselect.