Using a SUM aggregate from a CI to the related Expenses
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11-04-2024 01:42 PM
Hello, everyone.
I have set up a custom CI Class called Master Service Agreement (MSA) under the Document class.
The cmdb_ci is already related to the Expense object, where the Related List for expenses can be added. I have added the related Expense to my Master Service Agreement.
I have added expenses to a MSA with the appropriate amounts and would like for those amounts to "roll up" via a SUM aggregate to that particular MSA.
Ideally, the aggregate would populate the Cost field of the MSA (via the column coming from cmdb_ci) or a custom field I have that filters out expenses by fiscal year. I was able to set up that custom relationship and it is working just fine.
However, I cannot seem to find any mechanism or function where I can do an aggregate from the child (Expenses) ot the Parent (Master Service Agreement CI). This seems like an everyday-garden-variety thing that one should be able to do. I thought I'd use the Glide Aggregate function, but cannot find a use-case to match a roll-up from a child object to it's parent.
I am attaching some screenshots to match my description here.
Thanks for any help!
John