Using Boolean Field to Filter

lcapon
lcapon
in Modeling

Hi.

 

Currently the Retention (B8) field is returning the sum of all values. I've introduced a boolean field but i'm unsure how to update the formula so that it only returns the value we want (which is always the most recently added). There maybe a smarter way to achieve this?

 

lcapon_0-1637162006712.pnglcapon_1-1637162052923.png

 

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Answers

  • KirillKuznetsov
    KirillKuznetsov

    @lcapon 

     

    Retention (B8) formula have to be the following:

    IF NOT Payment Notice Input.'Latest Retention Input?' THEN 0 ELSE Payment Notice Input.Retention

     

  • lcapon
    lcapon

    Unfortunately this returning a 0 value, I would like to see the ticked value of £9125.52

     

    lcapon_0-1637163094701.png

     

     

  • KirillKuznetsov
    KirillKuznetsov

    @lcapon

    I see the problem.

    Create one more line item in Payment Notice Input named 'Latest input retention' with the same formula

    IF NOT Payment Notice Input.'Latest Retention Input?' THEN 0 ELSE Payment Notice Input.Retention

    but change Summary method to MAX.

    Then you can take value from 'Latest input retention' into Retention (B8) line item (no conditions necessary).

  • Kanishq17
    Kanishq17

    Hey @lcapon 

    Another method

    In the Payment Notice module , if the list (1 , 2 , ..) has a top level , so you can add a text line item which will be text(retention ) , then you can set summary of this line item to last non blank  , then in the reference module you can refer value(new line item) , so it will show last added entry (if boolean is not needed) .

     

     

  • lcapon
    lcapon

    Thank you.

     

    This may be a good solution as well - because then it wont require additional manual checks. Please could you go into slightly more detail?

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