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Form Action To Show Running Total

#1 · December 6, 2023, 7:17 pm

Hi All

I have a form that staff from 2 separate departments complete when requesting a payment.

I have been asked to display in a separate column the total spends for each department.

So, if the checkbox is selected for Department 1, and the status is approved, it will total all the payment requests for that department in a column called DEPT 1 SPENDING

The same for Department 2.

I believe this is achievable with a Form action, but I am not clear on the formula or syntax needed.

Hope you can help.

#2 · December 11, 2023, 9:22 am

Hi Anthony,

We can achieve this using Form Event Actions. Please follow below steps:

Configure dynamic column permissions to show or hide Department spending columns based on the selection of the department. If Department 1 is selected configure dynamic column permissions to show only 'Dept1 Spending' column. Similarly for other department.
Configure form event action on 'Department' column value change.
1. Configure update form control action to calculate the department spending based on the department selection as shown in screenshots below. In below screenshots, we have configured only for Department 1 selection, similarly configure for Department 2.

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