General

Re: Conditional sum within a repeating table

Tracie — Thu, 10 Sep 2009 12:43:26 GMT

Thanks, that worked!

Re: Conditional sum within a repeating table

Hilary Stoupa — Wed, 09 Sep 2009 21:32:21 GMT

It is important to note that rules fire when the field they are on changes. So if the rule is on the Amount field, and the amount doesn't change, any rule on it won't fire. I like Qazi's suggestion of setting a default value instead on the Credit and Debit fields to sum the correct nodes. See the attached template for the general idea...

Re: Conditional sum within a repeating table

Tracie — Wed, 09 Sep 2009 17:35:30 GMT

Thank you for your response Qazi, but the calculation is pulling from a rule. Is there a way to configure the rule to update the field's value?

Re: Conditional sum within a repeating table

Qazi Anis — Wed, 09 Sep 2009 15:28:05 GMT

the field in which you are writing the formula to calculate the sum, just check the box that says update the value when the result of the formula is recalculated

Re: Conditional sum within a repeating table

Tracie — Wed, 09 Sep 2009 14:21:41 GMT

I have another question! Is there anyway to have the summed totals recaluculate when the values in the table change? Currently, if something changes from a credit amount to a debit amount, the credit is not removed from the total.

Thank you!

Re: Conditional sum within a repeating table

Tracie — Thu, 03 Sep 2009 20:44:00 GMT

That worked, thank you so much!!

Re: Conditional sum within a repeating table

Hilary Stoupa — Thu, 03 Sep 2009 20:30:04 GMT

You'll want to set the Credit field to Credit + Amount. I've attached a sample template to this post -- all the rules are on Amount (field2, sorry, I was lazy and didn't rename). You can right click the link in the post header and save the template locally, then open in design mode and preview to test.

Conditional sum within a repeating table

Tracie — Thu, 03 Sep 2009 15:32:22 GMT

Hello,

I am working in InfoPath 2003 and would like to sum data taken from a repeating table. However, this sum needs to be based on the value of a second field.

For example - the table has a column for Amount and a column for Credit/Debit. If the Amount is < 0, the value in the Credit/Debit column is set at C. If the Amount is >/= 0, the value in the Credit/Debit column is set at D.

My goal is to have a field labeled Credit equal the sum of Amount when Credit/Debit = C and a field labeled Debit equal the sum of Amount when Credit/Debit = D.

I set the following rule from the Credit/Debit field: If Credit/Debit = C then set the field Credit to equal the sum of Amount.

However, the Credit field only shows that last value of Amount when Credit/Debit = C.

How do I show the sum of Amount for each C and D?

Thank you,
Tracie