Please help how can I get the total value of another line item to the other. Pls see attached screenshot where I tried to use lookup of the parent hierarchy to get the total value but it is not picking the correct value.
Thanks in advance,
Seems like you are using a single level hierarchy as opposed to a composite hierarchy. The best and most scalable solution is to use a composite hierarchy. There are a couple of ideas of how to solve it using a single list like you seem to have in the following thread.
Hi @tompatrick.ting ,
In this case you can try to use [Select: UP A -P] function instead of Look up to get the total value.
Hi @naushad786 , I cannot use SELECT function as there will be other parent accounts i have in my hierarchy.
Hi @anirudh , this is the exact formula i currently use in my module. The line item only shows zero instead of the total amount.
I have created a similar scenario and it is working fine. please have a look below screenshot.
Hi @naushad786 , I tried to create a new module to check but still no luck. Please help check why its not calculating properly in my module.
You are not able to use PARENT as the summary item is not a child of the summary as they are part of the same list. You can only use PARENT where you have a composite hierarchy consisting of two separate lists.