Word Template Sums & Calculations

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Posted on by Shane Brown

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I have started using Word templates to create Invoices from CRM and want to know if it is possible to have a field that sums the line items together but cant figure out the way to do it.

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Tomas Prokop 590 on at

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RE: Word Template Sums & Calculations

Hi Shane,

I had to solve this by calculated fields and rollup fields (for line items).

Rollup fields are not calculated immediately so we have hooked a workflow on Invoice Product which forces the recalculation whenever you add or change something.

You can use github.com/.../Force%20Calculate%20Rollup%20Field.md

or

github.com/.../Rollup%20Functions.md

Rollup function sample:

<?xml version="1.0" encoding="UTF-8"?> <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="invoicedetail"> <attribute name="extendedamount" /> <filter type="and"> <filter type="and"> <filter type="or"> <condition attribute="tntg_vatrate" operator="eq" value="0" /> <condition attribute="tntg_vatrate" operator="null" /> </filter> <condition attribute="invoiceid" operator="eq" value="{PARENT_GUID}" /> </filter> </filter> </entity> </fetch>

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