Hello,
I have data related to several forms in my system.
"Raw Material" is Form 1 and is the name of the item I want to roll up totals for with related forms.
I have a lookup field in Form 2 "Production" that relates the record to "Raw Material". I will have several "Production" records for the related "Raw Material". I have Two Formulas that sum information in the "Production" form.
I have a third form related to "Raw Material" and "Production" called "Finished Products". There is a calculation in this form as well.
I need to roll up the totals from each of these forms as they relate to the original Raw Material.
I have tried to do this in a pivot table, but it appears that Zoho has removed the functionality that used to exist to add related forms to the pivot table.
I have tried:
- a list report but it just lists each item and amount.
- a spreadsheet but it lists each amount with a break in the cell.
Is there any way to create a rollup calculation in Zoho Creator for this situation? Is there another solution within Zoho that may complete this task that I am not thinking about that would do this rollup and report in the creator app?