Populate another local field with total from elsewhere

Similar to our Populate another local field data from elsewhere, this is used to pull data from different blocs. However in this case it counts quantities of data, either a sum total of numeric quantities, or just a simple count of the amount of times a piece of data was entered. The count can be set based on the criteria that needs to be met. Once we find the data we can set the local field which will get populated.

Hint: Don't forget, we can have a chain of rules on different fields, so once data gets populated to a local field as a result of this rule, we can have the exact same rule on that local field and it will automatically get triggered. It is a useful way to gather several bits of data from several blocs even if we don't always have the same joining values. You can also, for example, apply maths fields to the local field that is populated.

Rule Parameters



Bloc to Look Up

The Bloc that contains the data we are looking for. (Note, the "Type Module or Job Name" field is not a rule parameter and is simply used for finding blocs in your instance.)

Total Required Field

The field in that bloc which contains the data you want to count.

Local Field to populate

This is the field on your existing bloc where you are adding the rule, its the field you are going to populate with the response of this rule.

Add up total of numeric values or count number of entries

For Calculate Total of Numeric the rule will look for numeric entries and mathematically add them, for example, entries 4,2,8 and 3 will give a result of 21.

For Count Number of Values it will count the numer of times the value we are looking for was added. For example, if we are looking for a value called "Test", and "Test" is added 3 times based on our required search criteria, then the result will be 3

Choose Fields that must match in the other bloc

Here we send over matching pairs of local fields and fields from the other bloc.

For example, in a hotel, we might want to count the number of times a person marked a room with a specific Room Number as "Cleaned" in another bloc, then we would send over two fields:

The Room Number and a local field with the value "Cleaned". With this it will search for all entries where the room number is equal to the room number it is requesting, and where the cleaned value is set to "Cleaned"

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