I need help organizing the steps to create a table which displays a summary of data from another table. Example, users add multiple data entries into a table and the Summary table will automatically perform math calculations on data entries with the same “Date” and “Field Name” and display this in the summary table which will eventually be emailed. I can write the expression to perform the calculations but not sure how to automatically display this in another table. I hope I explained this adequately. Thanks for the help.
This is an area that I think Appsheet needs a little work in.
You can create a new table, and in it create a record that includes the common field, such as Date or Field Name. Then have other columns in that table make your calculations based on that common field.
If it will be emailed, you can do it all in a workflow without the summary table.
Thanks, That is how I have it set up now. You create a record with the Date and Field Name and then the rest of the fields auto compute but this is tedious when you have to create multiple records and it does not allow for updating records. Do you think if I entered the formulas in the spreadsheet I could get to perform as desired? If I decided to skip the summary table altogether, is it better to have the calculations in the template document or in virtual columns?
If you need that summary table only for the email, it could be a good idea to calculate them in the template.
Ideally I would like the user to be able to view the Summary without having to send an email every time. Is it possible to create an action that would automatically add a row or update a row when values are added to a Data table? Thanks for the replies.
You can do that in 3 ways:
1.) You can create an Action >> Data: execute on a set of rows and then assign this action as a Form Saved action of the Form UX
2.) You can create Data Change Workflow Rule
3.) You can initiate AppSheet API with Webhook Workflow