Aggregate values to main record

Aggregate values of connected records to the main one

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With the action “Aggregate values to main record”, you can aggregate values of connected records to the main one automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Aggregate values to main record" action, and fill in the options:

  • Choose the tab of the records to aggregate
    • For example, if you want to aggregate the sum of the items to a sale, choose the Items Sold tab
  • Choose value field to aggregate from
    • For example, if you want to aggregate the amount of all the items connected to a sale, choose the amount field in the Items Sold tab
  • Choose the tab of the main record
    • For example, if you want to aggregate the sum of the items to a sale, choose the Sales tab
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  • Choose value field to aggregate to
    • For example, if you want to aggregate the amount of all the items connected to a sale, choose the amount field in the Sales tab
  • Choose the connected field that points to the main record
    • For example, this will be the Sale field in the Items Sold tab
  • Indicate the value of the field where the connected record points to the main record
    • For example, this will be the Sale id
  • Set aggregation type
    • It can be Sum or Average
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Click on save