How to add Summerize fields in PWR Related List

Modified on Tue, 4 Jun at 12:07 PM

To add summerize field in related list, please follow the below steps:

  1. From the PWR related list configuration, click on the '+' button below the "Summarize Fields"
  2. Provide a name and select the aggregate operator from the list
  3. Select the field on which you want to perform the aggregate operation
  4. In filters, select the appropriate filter as per your requirement
    1. All records - It will calculate for all records
    2. Custom Filter - It will calculate only for records that satisfy the custom criteria
    3. Dynamic filter - The dynamic filter works for both static and additional filters.
    4. Page Records - It filters the records connected to the selected object.    
  5. Click on the Save button
  6. Now you will be able to see the added summarized field in the preview section

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