Aggregate values to main record

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:

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

• 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

Click on save