Custom field to show summation of field on child records
I have a parent record called Shipment. It can have child records called Crates. Each crate has a volume field and I want to create a field on the Shipment record that shows the total volume for all the children records. How can I do this?
A custom field derived from a Saved Search may well do what you want:
It’s quite common to have them as non-stored fields but beware that you can’t then use them in other Saved Searches.
They’re a little tricky to set up so let me know if you have any questions.