Skip to main content

How to show a field from User table on top of the portal?

I want to show a summary of the records I have in the grid.

Updated today

Having summary fields provides a quick overview of the data in the table. It can show the total count of records, the sum of certain fields, the average of numerical fields, and other useful information. To set this up, you need to go to:

  1. Portal Tables

  2. Click on a linked record field

  3. Summaries section

  4. Add field in Summary Fields

Once you have added a summary field, you can toggle on/off Show Summary Field Titles. Turning off the field title allows you to either not have a title at all, or to provide your own custom title within the field's formula itself:
e.g. "Total: $" & SUM(values)

Summary fields are taken from the user table, and the values displayed in the summary are not affected by the records displayed in the grid. Instead, the values are pulled directly from the users table. Since the field comes from the users table, this feature is not supported in Shared Views.

Did this answer your question?