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Control - Rollup


Since the records in the worksheet are associated with multiple records in other worksheets, there will be a need to summarize the associated records.

Example 1: In the application Order Management, an order record contains multiple order details, which can be sub-forms or associated records. In the worksheet Order, the amount of each product needs to be automatically summarized.

Example 2: In the application Project Management, a project may have multiple subtasks, so it is necessary to count the number of uncompleted tasks, the number of completed tasks, etc., that is, only to count the data in a certain status.

Requirements like the above can be fulfilled with the [Rollup] control.

How to set the control [Rollup]

  1. Select the associated record or sub-form.
  2. Select the target fields and how to count them.
  3. Set the summary scope.
  4. Set the display format of the results.

Scenario

1. In the worksheet Order, count the total amount of the orders

First go to the editing page of the form and add the [Rollup] control.

Configuration Items:

  • A-Field Name:

    Set a name for the statistics, such as [Total Amount].

  • B-Associated Worksheet:

    Select the associated worksheet to be counted. Select one of the associated fields in this worksheet, that is, the sub-form Order Details.

    Only the associated fields (multiple row) in the current worksheet can be selected.

  • C-Rollup:

    Select the fields that need to be counted and how to summarize them, for example, choose to sum the amount in the sub-form Order Details.

    You can choose different summary methods for different fields:

    • Fields like amount and numeric: sum, max, min, average

    • Fields like time and date: latest, earliest

    • Other fields: filled, not filled

  • D-Summary scope:

    Sometimes it is not necessary to count all the associated records, but only the filtered records. See more details in Scenario 2 below.

  • E-Display format of the results:

    For the results, you can set the display format, such as the decimal place, displaying thousandth or by percentage, and also the unit.

    • Display by percentage

      Once checked, if the result is 1, it will be displayed as 100%; if the result is 0.99, it will be displayed as 99%.

    • If [Display by percentage] is checked, the units (prefix/suffix) are no longer displayed.

2. In the worksheet Project, count the number of uncompleted tasks and display the percentage

First go to the editing page of the worksheet Project and add the [Rollup] control.

Check [Set up the filter] and add filters.

1). Set the summary scope

You can set one condition, or multiple conditions.

If multiple, the relationship between these conditions is either [and] or [or].

It should be noted that condition values cannot be set to dynamic values currently. For example, if the time equals “today”, it is a dynamic value.

2). When counting the partial data, you can choose to display the value directly, or display the percentage.

When counting the number of records, or summing the numeric and amount controls, the results can be displayed as a percentage.

Percentage = value of the counted records / value of all records.

The [Rollup] can be converted to [Numeric].

More scenarios for the control [rollup]


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