Managing Summary Columns

When two tables are related, you can create summary columns. Summary columns are columns in a master table used to represent calculation of specific data from a detail table. For example, the Invoices table displays the total amount for all invoice items stored in the Items table.

As a result, the Total summary column calculating total items amount will be added to the Invoices table:


To add a summary column to the related table:

Click the Setup link in the top right corner of the window

Select a table you need.

From the setup menu select Tables > Manage relations.

In the Relations form click the Add Summary button next to a necessary relation.


The Summary column form will be displayed:


Fill in the displayed form to create a Summary column.