Help

Contact and parent contact rollup calculation

Topic Labels: Base design
579 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Michael_Goriach
4 - Data Explorer
4 - Data Explorer

Hi all. I’am trying to create this logic:
I have 2 type of Contacts: Individual Contacts and a Companys as Contacts.
Company may have some individual contacts as “children”. Linked to same table (!)
And i have Task table, each contact (individual or company) have many Tasks.
In a Task table a have a Price field, that field is alsa calculated as “Sum of Price” in Contact table. Thats working well. Now i want to calculate a sum for a Company (Sum of ‘Sum of Price’ for each parent contact). And i cant do it, i see an error “Sorry, there was a problem saving this field. Can’t save field because it causes a circular reference”. Can you recommend something?

Upd: Incorrect description. I made rollup calculation of ‘Sum of Price of my children contacts’ but i cant summerise Companys ‘Sum of Price’ & ‘Sum of Price of my children contacts’
The field i want to sum ‘Sum of Price from related Tasks’ + ‘Sum of Price from related Tasks to my related children’

0 Replies 0