Tables and records automation

[GUSTAVO]

The number in field 4 of row 1 is the same number than the one in field 1 row 2. How can I automate this?

[ParkLoey]

I'm not really sure about what you are trying to achieve here, but I hope this video helps. It shows how you can use Tasks and Triggered Actions to automate workflows. 

https://youtu.be/v9SDmaHuSr4

[GUSTAVO]

Thanks   

I want to carry the number in field 4 of row 1 (this field is called ending balance) to field 1 row 2 which is called beginning Balance so i can continue with my calculations on row 2

Then I want to carry the number in field 4 row 2 to field 1 row 2 and so on.

My ending balance in one row (record)  is my beginning balance in the next row (records)

 

 

[NailDyanC]

Hi, just to add to the previous comment above, are you looking for a workflow like a running balance? If that is the case, you can use a calculated field instead. 

You may use this formula:

(SELECT SUM(IsNull(Balance, 0)) FROM Running_Balance WHERE Date <= target.[@field:Date])

 

Balance is the name of the field where I store the amount and Running_Balance is the name of the Table. You may change these names based on your corresponding field names.

[NailDyanC]

Just to add in the previous comments above, you may also check this post: 

 

[NailDyanC]

Hello, just want to add what I have found. This is Caspio howto article about running total that might help: https://howto.caspio.com/tech-tips-and-articles/advanced-customizations/calculate-a-running-total-in-your-report/