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QuoteWerks Knowledgebase Topic (Article ID 5460)

Print Layouts - Totaling a DocumenItems CustomText field

This information applies to :

Article ID
5460

Created/Updated
April 27, 2004

Category
Print Layouts

Are you using the most current release of QuoteWerks?
Version 24.0 Build 2
Question:
How do I utilize a customtext field and perform a calculation on this field?

Solution:
1. In the print layout designer create a new formula field called "RecurringCharge".
2. In this formula field insert the function ToNumber() to convert the the
text to a number and use it as follows:

ToNumber(DocumentItems->CustomText01)

Assuming that your recurring charge is being stored in the CustomText01 column of the Document Items tab.

3. Insert the formula field in the Detail Section 1 of the print layout.

Notes:
To total all these values for the line items, select the formula field, right click, and choose copy. Select the Report Footer 1 section, right click and choose paste, and then position this copied field somewhere in that section. Select this copied field, right click and then choose Format. For the summarization type setting choose TOTAL.

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