Summary

Summary fields aggregate values from records related to the current form. They are useful when a parent record needs to show statistics or selected values from child or related records.

Use a summary field for values such as child record count, order total, average score, latest activity time, combined tags, or whether all related items meet a condition.

Basic Settings

Setting	Description
Name	The field label shown to users. It is required and should describe the aggregate result clearly
API Name	The stable technical name used by data APIs, scripts, formulas, imports, and integrations. It is required
Required	Requires the calculated result to exist before the record can be saved
Readonly	Shows the calculated result but prevents manual editing
Disabled	Makes the field unavailable for normal use
Hidden	Stores the calculated result while hiding it from normal form pages

Summary Field Config

Setting	Description
Relation Table	The related table or field that points to the current form. It defines which records are included in the aggregation
Aggregate Function	The aggregation rule used to calculate the result
Target Field	The field from related records used by the selected aggregate function. Some functions require a specific target field type
Sort Field	The field used to order related records when the function needs the first or last record
Precision	Decimal places used for numeric summary results
Prefix	Text shown before the summary result, such as a currency symbol
Suffix	Text shown after the summary result, such as a unit or percent sign
Field Color	Sets the display color used for the field
Help Text	Helper copy shown near the field. Use it to explain what is being summarized

Aggregate Functions

Function	Description
Count	Counts related records. It does not require a target field
Count Distinct	Counts distinct target field values
First	Returns the target field value from the first related record after sorting. Requires a sort field
Last	Returns the target field value from the last related record after sorting. Requires a sort field
Mode	Returns the most common target field value
Sum	Sums numeric target field values
Max	Returns the maximum numeric target field value
Min	Returns the minimum numeric target field value
Avg	Returns the average numeric target field value
Median	Returns the median numeric target field value
Range	Returns the difference between maximum and minimum numeric target field values
All True	Returns true only when all boolean target field values are true
Any True	Returns true when any boolean target field value is true
Concat	Combines target field values into text
Array Agg	Aggregates target field values into an array

Function Requirements

Function Group	Requirement
Count	Does not require a target field
Count Distinct, Mode, Concat, Array Agg	Requires a target field
Sum, Max, Min, Avg, Median, Range	Requires a numeric target field
All True, Any True	Requires a boolean target field
First, Last	Requires a target field and a sort field

Common Examples

Scenario	Relation Table	Function
Customer shows order count	Orders referencing Customer	Count
Order shows total amount	Order Lines referencing Order	Sum
Project shows latest task update	Tasks referencing Project	Last
Parent task shows whether all subtasks are done	Subtasks referencing Task	All True

Configuration Tips

Tip	Description
Start with the relation table	If the relation table is wrong, all later summary settings will produce the wrong result
Match function and target type	Numeric functions need numeric fields, and boolean functions need boolean fields
Use prefix and suffix for display	They help users read money, percentages, quantities, and units
Keep help text specific	Explain the source records and function, such as "Sum of approved order line amounts"