Summing records in a connected table has been an achilles heel for us. In the last 2 years the functionality has either stopped working or given inaccurate results multiple times. When this occurs we have to shut that part of the app off until it is fixed. In the meantime we go back to spreadsheets to manage the data, which is painful but at least we know the data is accurate. Our use case involves an Activity table that stores dates and status info. The dates are used to calculate the number of days off and the status tells us if the time off is either; submitted, approved, not approved, or approved without pay. We then sum the records in the activity table to the Accounts table and provide the user with what they have available for their time off requests.
I found a topic from last year that mentioned summing filtered fields has issues and offered a work around using a task but when I inquired nothing has come back. Perhaps it is just too old of a thread. I have submitted this to Knack Support and I’ve been reviewing it with them but so far it appears they don’t really understand the issue. I’ll keep after the support team, but I’m wondering if anyone else has run into this recently?
Scott