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Trying to set up a live budget

Topic Labels: Automations Base design Sync
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jtrhoad
4 - Data Explorer
4 - Data Explorer

Hey guys,

I'm trying to set up an easy way to track budgets within my club. There are multiple subteams in the club with each their own budget, and I want them to be able to submit orders to me so that I can place them and then have a live update on a total of how much each team has spent. I want it set up where if I select a checkbox, that means that order price gets added to the total spent in another tab.

I am running into the issue where if any of the checkboxes are selected then all the payment totals get summed at once rather than just the singular order I checked. Also, if I ever uncheck a box, I want that to also be reflected. I'll leave a video below with some of my issue to clear it up.

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Sho
11 - Venus
11 - Venus

Hi @jtrhoad,

You can filter the results by setting "Only include linked records from the order table that meet certain conditions" in the Rollup Field.
If you do not filter there, Rollup will always return all results

See Solution in Thread

2 Replies 2
Sho
11 - Venus
11 - Venus

Hi @jtrhoad,

You can filter the results by setting "Only include linked records from the order table that meet certain conditions" in the Rollup Field.
If you do not filter there, Rollup will always return all results

jtrhoad
4 - Data Explorer
4 - Data Explorer

Hey @Sho ,

That worked perfectly! Thank you!