Aggregate field on a basic model table

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  • Updated 4 years ago
Hello! I'm new to Skuid and couldn't find a post that explains what I'm trying to do.

I have a table that is a basic model type (Equipment). I want to be able to display in that table a column that aggregates some of that object's child records (Reservations) given certain conditions. I understand there are aggregate models, but I want to show a list of all of our Equipment whether or not it has a child reservation.

I think I'm close. I am able to have a template field show the current reservation quantities of each piece of equipment...but it doesn't aggregate them. Picture below.



Any advice? Am I going about this the right way? Is there an obvious way to include an aggregate model in this table?

Thank you!
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Craig Rosenbaum

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Posted 4 years ago

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Rob Hatch, Official Rep

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I'd reccomend you look into rollup summary fields within standard salesforce capabilities.  (But these are only available for Master Detail relationships.... ) 

Otherwize I don't think there is going to be a declarative solution. 
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Craig Rosenbaum

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Hi Rob, thanks for the response. I'm familiar with roll up summary fields in salesforce (the quantity owned field above is one). The problem is I need a sum of reservations to show how many items are available within a given date range defined by another custom object. Perhaps I should give more background on what I'm trying to do. Equipment groups are checked in and out for a show. When someone wants to book a new show, they go to reserve their items. They need to be able to see which equipment is going to be available during their specific date range. I was building this natively in salesforce with an apex trigger but I felt Skuid would be a better interface for my users. Does this make sense?