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terryk
November 18, 2021
Question

Filtering for Custom Record Field Aggregations?

  • November 18, 2021
  • 1 reply
  • 0 views

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.

1 reply

danny.verb
November 18, 2021

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